NasdaqGS:SMCITech
Super Micro (SMCI): Valuation Check After New Liquid‑Cooled NVIDIA Blackwell AI Systems and Raised Guidance
Super Micro Computer (SMCI) just doubled down on AI infrastructure, rolling out new liquid cooled NVIDIA Blackwell systems while backing that tech push with over $13 billion in firm orders and higher long term revenue guidance.
See our latest analysis for Super Micro Computer.
Despite the upgraded AI roadmap, SMCI’s share price return has cooled recently, with double digit declines over the past month and quarter. However, three and five year total shareholder returns remain exceptionally...