Supermicro and AMD Roll Out Multi-Node Servers To Enhance Cloud Computing
Portfolio Pulse from Anusuya Lahiri
Supermicro (SMCI) and AMD (AMD) have announced new multi-node servers powered by AMD EPYC 4004 processors, aimed at enhancing cloud computing capabilities. Supermicro's new MicroCloud solution supports up to ten nodes in a 3U form factor, significantly increasing computing density. Despite missing Q3 sales expectations, Supermicro reported strong EPS and continued sales momentum. The stock has gained 446% in the last 12 months. Investors can also gain exposure through ERShares Entrepreneurs ETF (ENTR) and Global X Data Center & Digital Infrastructure ETF (DTCR).
May 22, 2024 | 11:51 am
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POSITIVE IMPACT
AMD's EPYC 4004 processors are powering Supermicro's new multi-node servers, enhancing cloud computing capabilities. This partnership highlights the growing demand for AMD's processors in high-density computing solutions.
The use of AMD's EPYC 4004 processors in Supermicro's new servers underscores the demand for AMD's high-performance CPUs, likely to positively impact AMD's sales and market position.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 80
POSITIVE IMPACT
Investors can gain exposure to Supermicro through the Global X Data Center & Digital Infrastructure ETF, which includes SMCI in its portfolio. The ETF may benefit from Supermicro's strong performance and new product developments.
The Global X Data Center & Digital Infrastructure ETF includes Supermicro in its portfolio. Given Supermicro's strong performance and new product developments, the ETF is likely to benefit.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Investors can gain exposure to Supermicro through the ERShares Entrepreneurs ETF, which includes SMCI in its portfolio. The ETF may benefit from Supermicro's strong performance and new product developments.
The ERShares Entrepreneurs ETF includes Supermicro in its portfolio. Given Supermicro's strong performance and new product developments, the ETF is likely to benefit.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Supermicro announced new multi-node servers powered by AMD EPYC 4004 processors, enhancing cloud computing capabilities. Despite missing Q3 sales expectations, the company reported strong EPS and continued sales momentum.
The introduction of new multi-node servers is a significant product development for Supermicro, likely to drive future sales. Despite missing Q3 sales expectations, the strong EPS and sales momentum indicate positive investor sentiment.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100