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Super Micro Computer Announces $20 Billion Partnership with DataVolt

May 16, 2025 (3 days ago)
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Super Micro Computer (SMCI) has secured a transformative $20 billion multi-year partnership with Saudi data center giant DataVolt to accelerate AI infrastructure deployment.

$20 Billion DataVolt Partnership

  • SMCI announced a $20 billion multi-year partnership with DataVolt to deploy GPU platforms and rack systems for hyperscale campuses in the Middle East5
  • This collaboration aims to accelerate the adoption of AI infrastructure in the region, positioning SMCI as a key player in the global AI hardware market5

New AI-Optimized Server Shipments

  • SMCI has begun shipping high-density servers powered by AMD's latest EPYC 4005 chips, enhancing its AI computing capabilities5
  • These servers are designed to meet growing demand for high-performance AI workloads5

Accounting and Operational Challenges

  • Auditor BDO issued an adverse opinion on SMCI's internal controls as of June 2024, citing accounting issues5
  • The company faces near-term challenges, including delayed customer purchasing decisions and margin contraction due to price competition3

Analyst Optimism and Growth Prospects

  • Despite challenges, Raymond James analysts remain optimistic, rating SMCI as "outperform" due to its strong position in the AI market4
  • SMCI is expected to benefit from increased sales of AI-related products, which currently account for 70% of its revenue2
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