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Supermicro Stock Seen Rising 34% More Amid AI Spending Spree

Super Micro Computer (SMCI) shares have more room to run thanks to cloud computing giants splurging on data center gear for artificial intelligence, a Wall Street analyst says. SMCI stock has surged in recent months thanks to its exposure to the AI market.

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生成式AI算力需求無極限 HPC硬體彈性擴充應援

ChatGPT的橫空出世,再度帶動市場對於生成式AI與高效能運算(HPC)的關注。生成式AI運算大型語言模型的效能需求高,因此HPC成為助力生成式AI應用開枝散葉的關鍵之一,生成式AI也為HPC硬體帶來新一波市場動能。

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HPC Market “Returning to Stable Growth”

The folks at Intersect360 Research released their latest report and market update just ahead of ISC 2023, which was held in Hamburg, Germany, last week. The headline: “We’re returning to stable growth,” per Addison Snell, Intersect360 CEO.

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美超微:輝達伺服器出貨看增25%

伺服器供應大廠美超微 (Supermicro)創辦人兼執行長梁見後(Charles Liang)近日表示,人工智慧(AI)需求攀升帶動輝達HGX H100 8-GPU伺服器出貨量提升,預計年底前每個月出貨5,000個機架,較目前產能4,000個成長25%,可望帶動今年營收達到200億美元。

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