Super Micro’s AI Surge Explained

Benzinga

Super Micro just got a huge boost after the U.S. paused new tech restrictions on China — a move tied to upcoming trade talks and a potential Trump-Xi Jinping meeting. The result? Super Micro’s stock is flying, up over 90% this year. They’re now partnering with DigiPower X to power thousands of Nvidia GPUs for AI workloads. But with federal scrutiny, a resigned auditor, and tariff concerns, the big question remains: is this the start of an AI boom — or a bubble ready to burst?

Transcript

00:00Supermicro just dodged a bullet and it might mean an AI explosion is coming.

00:04The US just paused new tech restrictions on China.

00:07Why? To avoid disrupting trade talks and so Trump can meet with Xi Jinping later this year.

00:13And that delay just sent Supermicro stock flying.

00:16Supermicro is up over 90% this year and now they're teaming up with DigiPower X

00:20to power over 10,000 NVIDIA GPUs for AI workloads.

00:25Their modular data centers can support up to 256 NVIDIA GPUs per pod.

00:30That's insane, but it's not all good news.

00:33Supermicro is still under federal scrutiny after its auditor resigned

00:37and it just lowered revenue guidance due to tariff fears.

00:40So is this an AI boom or a bubble that's waiting to pop?

Category

Transcript

Recommended