Supermicro scales up GPU server offerings for AI workloads

Published 18/03/2025, 21:22
Supermicro scales up GPU server offerings for AI workloads

SAN JOSE, Calif. – Supermicro, Inc. (NASDAQ: SMCI), a $22.6 billion market cap technology company with remarkable revenue growth of 125% over the last twelve months, has announced the expansion of its GPU server portfolio to include support for the new NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. The California-based IT solutions provider’s updated range is designed to cater to a variety of enterprise AI applications, from data centers to intelligent edge systems. According to InvestingPro analysis, the company maintains strong financial health with a current ratio of 6.38, indicating robust operational efficiency.

The integration of NVIDIA’s Blackwell generation GPUs into Supermicro’s servers is expected to enhance performance for LLM-inference, AI, visualization, graphics, rendering, and virtualization workloads. The company’s GPU-optimized systems are also NVIDIA Certified, ensuring compatibility with NVIDIA AI Enterprise software. Trading at a P/E ratio of 15.68, which InvestingPro data suggests is attractive relative to its growth potential, Supermicro appears well-positioned in the rapidly evolving AI infrastructure market.

Supermicro’s CEO, Charles Liang, emphasized the company’s industry leadership in providing a wide array of application-optimized GPU servers. He noted that the addition of NVIDIA’s RTX PRO 6000 Blackwell Server Edition GPU would offer new levels of performance and flexibility for customers.

The NVIDIA RTX PRO 6000 Blackwell Server Edition is described as a universal GPU, boasting improvements over the prior generation, such as faster GDDR7 memory, increased memory capacity, and PCIe 5.0 interface support. It also introduces new Multi-Instance GPU (MIG) capabilities for resource sharing.

Bob Pette, Vice President of Enterprise Platforms at NVIDIA, highlighted the GPU’s role in accelerating demanding workloads and its contribution to Supermicro’s lineup of NVIDIA-accelerated systems.

Supermicro’s system families supporting the new GPUs cover a range of form factors, including the 5U PCIe GPU for data centers, the NVIDIA MGX for industrial and scientific applications, and the 3U Edge-optimized PCIe GPU for edge deployments. The SuperBlade and Rackmount Workstation are also part of the portfolio, alongside Tower Workstations that cater to AI developers and creative professionals.

The announcement also includes support for other NVIDIA GPUs such as the H200/H100 NVL and L40S, across various system configurations.

Supermicro is known for its Application-Optimized Total IT Solutions, offering a broad spectrum of products designed and manufactured in-house. The company emphasizes its commitment to innovation and reducing environmental impact through its Server Building Block Solutions.

This expansion is based on a press release statement from Super Micro Computer, Inc. and reflects the company’s efforts to provide flexible and high-performance solutions to meet the evolving demands of enterprise AI and computing. With analysts forecasting continued sales growth and the company maintaining strong financial metrics, Supermicro demonstrates promising potential in the technology hardware sector. For detailed analysis including 15+ additional ProTips and comprehensive financial metrics, investors can access the full company research report on InvestingPro.

In other recent news, Supermicro has unveiled a new range of edge AI servers featuring Intel Xeon 6 processors, aiming to enhance AI capabilities and decision-making at the edge. This expansion of their product line is designed to meet the growing demand for real-time data processing in various industries. In financial updates, Supermicro has successfully filed its delayed annual and quarterly reports, regaining compliance with NASDAQ listing requirements. This development led Goldman Sachs to raise its price target for Supermicro to $40, while maintaining a Neutral rating, citing renewed confidence in the company’s medium-term revenue targets.

Additionally, Northland increased their price target for Supermicro to $70, maintaining an Outperform rating. Northland’s analysis attributes market fluctuations to the company’s GPU as a Service customers being positioned in the Blackwell queue. In strategic growth moves, Supermicro announced plans for a significant expansion in Silicon Valley with a third campus, which will enhance its capabilities in producing advanced data center technology. This expansion is expected to generate numerous jobs and contribute to economic growth in the region.

Mizuho Securities, on the other hand, maintained a Neutral rating with a price target of $50, noting that Supermicro has addressed NASDAQ compliance but still faces challenges with internal controls. Despite these challenges, Mizuho anticipates a positive outlook for fiscal years 2025 and 2026, especially with the expected growth in liquid cooling technology. These recent developments underscore Supermicro’s ongoing efforts to innovate and expand its market presence.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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