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FREMONT, Calif. - Penguin Solutions, Inc. (NASDAQ:PENG) announced Tuesday it will integrate NVIDIA's newest GPUs across its OriginAI solution portfolio, with general availability scheduled for early 2026. The company's stock, currently trading at $18.01, has fallen 11% over the past week despite InvestingPro analysis showing the company appears undervalued compared to its Fair Value estimate.
The company will support the NVIDIA DGX B300 and RTX PRO 6000 GPUs for training and inference workloads. The DGX B300, powered by Blackwell architecture, delivers up to 72 petaFLOPs of training throughput and 144 petaFLOPs of inference performance, while the RTX PRO 6000 comes as a dual-slot PCIe Gen 5 card with 96 GB of GDDR7 memory.
As an NVIDIA DGX-Ready Managed Services Provider, Penguin Solutions combines these GPUs with validated infrastructure architectures to simplify deployment and accelerate AI adoption. The company's OriginAI solution supports scalable architectures from 1/4-pod configurations up to over 90 pods, accommodating deployments ranging from 64 to more than 24,000 GPUs.
"Integrating the latest NVIDIA GPUs into our OriginAI infrastructure solution is an important development in our ability to help organizations operationalize their AI investments," said Dara Ambrose, vice president of products and solutions for Penguin Solutions. The company has demonstrated strong revenue growth of nearly 17% over the last twelve months, with analysts maintaining a bullish outlook on the stock and forecasting EPS of $2.10 for fiscal year 2026.
The OriginAI solution incorporates storage options from DDN, Pure Storage, VAST Data, and VDURA, along with the company's ICE ClusterWare software for cluster management. The latest software release introduces multi-tenancy capabilities and anomaly detection with auto-remediation features.
Penguin Solutions performs in-factory burn-in and integration testing to validate AI cluster performance before shipment, according to the company's press release statement.
In other recent news, Penguin Solutions announced the release of ICE ClusterWare 13.0, enhancing AI and high-performance computing environments with new anomaly detection and auto-remediation features. The company's fiscal fourth-quarter earnings exceeded expectations, with a non-GAAP diluted EPS of $0.43, surpassing the forecast of $0.30. However, revenue slightly missed projections, totaling $338 million compared to the anticipated $339 million. Stifel and Rosenblatt both lowered their price targets for Penguin Solutions, setting them at $27 and $30, respectively, while maintaining a Buy rating. This adjustment follows Penguin's earnings report, which showed strong expense control but lower-than-expected revenue. Citizens reiterated its Market Outperform rating with a $26 price target, noting a 9% year-over-year revenue increase to $337.9 million, just below the consensus estimate. Penguin Solutions' management has guided for a 6% revenue growth for fiscal 2026, which is below the 10% growth analysts had modeled. These developments provide a detailed view of Penguin Solutions' current financial standing and strategic advancements.
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