Combined capital investment at the two enormous tech companies is expected to exceed $100 billion next year. These companies will benefit from that spending.
Supermicro, Inc (NASDAQ:SMCI) announced additions to the Advanced Micro Devices, Inc (NASDAQ:AMD)—based H13 generation of CPU Servers powered by the AMD EPYC 4004 Series processors. Supermicro will feature its new MicroCloud multi-node solution, which supports up to ten nodes in a 3U form factor for cloud-native workloads. Supermicro CEO Charles Liang said, “In a single rack, 160 individual nodes can be made available for cloud-native applications, which reduces real estate need and decreases a
Nvidia will report its fiscal Q1 earnings after the bell on Wednesday in a crucial report for both the AI trade and broader stock market.