Super Micro Computer, Inc. (SMCI) has taken a significant step forward in the world of AI-optimized servers by adding new, powerful systems to its X14 portfolio. These additions, based on Intel Corp’s (INTC) Xeon 6900 Series Processors with P-Cores, join the existing X14 servers powered by the Xeon 6700 Series Processors with E-cores that were launched in June 2024. This expansion aims to create the industry’s most comprehensive range of servers designed to handle a diverse array of demanding workloads.
The new X14 systems are capable of tackling everything from intense AI and high-performance computing (HPC) tasks to media processing, virtualization, and even energy-efficient edge computing, scale-out cloud-native applications, and microservices. This versatility makes them ideal for a wide range of businesses and industries looking to leverage the power of AI.
“Supermicro X14 systems have been completely re-engineered to support the latest technologies including next-generation CPUs, GPUs, highest bandwidth and lowest latency with MRDIMMs, PCIe 5.0, and EDSFF E1.S and E3.S storage,” stated Charles Liang, president and CEO of Supermicro. The company has also designed the new X14 systems to be compatible with upcoming Intel Xeon processors, ensuring future-proofing for these cutting-edge servers.
Supermicro’s commitment to AI infrastructure has been recognized by industry analysts. Needham analyst Quinn Bolton recently lauded the company as a major beneficiary of the growing investment in AI infrastructure, highlighting its pioneering work in rack-level liquid cooling solutions. He predicts that Super Micro will achieve a revenue compound annual growth rate (CAGR) exceeding 55% from fiscal 2021 to fiscal 2026.
The market has responded positively to Supermicro’s advancements. SMCI stock has soared over 89% in the last 12 months. Bolton believes that the risks associated with the company’s internal control review are already reflected in the stock price, presenting an opportunity for investors. Those interested in gaining exposure to Supermicro can invest in the Vanguard Mid-Cap Growth ETF (VOT) and SPDR Select Sector Fund – Technology (XLK).
On Tuesday, SMCI stock closed at $464.77, down 0.25% for the day. As Supermicro continues to push boundaries in the world of AI servers, it’s likely to remain a key player in this rapidly growing and transformative market.
