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Super Micro Has Outrun Nvidia This Year: What's Powering AI Server Maker's Premarket Rally Today

Super Micro Has Outrun Nvidia This Year: What's Powering AI Server Maker's Premarket Rally Today

今年超微已經超過英偉達了:是什麼推動了人工智能服務器製造商今天的盤前漲勢?
Benzinga ·  06/20 17:18

Shares of Super Micro Computer, Inc. (NASDAQ:SMCI) are rising in premarket trading on Thursday amid a positive catalyst.

在週四的盤前交易中,超微電腦公司(NASDAQ:SMCI)的股票因一項積極因素而上漲。

Tesla CEO Elon Musk, who has set up a separate AI venture going by the name xAI.com, said in a post on X that computer and peripherals maker Dell Technologies, Inc. (NYSE:DELL) is "assembling half of the racks that are going into the supercomputer that xAI is building."

特斯拉CEO埃隆·馬斯克(Elon Musk)在其名爲xAI.com的獨立人工智能創業公司發帖說,計算機和外圍設備製造商戴爾科技公司(NYSE:DELL)正在“組裝一半的機架,這些機架將安裝在xAI正在建造的超級計算機中。”

When one of his followers probed as to which company would be doing the other half, the billionaire confirmed it as Super Micro Computer.

當他的一位追隨者進一步詢問哪家公司將做另一半時,這位億萬富翁確認是超微電腦。

SMC

— Elon Musk (@elonmusk) June 19, 2024
Super Micro Computer, which was recently added to the S&P 500 Index, has been the best-performing stock among the index components. As opposed to AI stalwart Nvidia's 223.65% year-to-date gain, Super Micro Computer has gained 173.78%.

超微電腦

埃隆·馬斯克(@elonmusk)2024年6月19日:“ ”
最近加入標普500指數的超微電腦公司是指數成分股中表現最好的股票之一,相較於人工智能巨頭英偉達223.65%的年度漲幅,超微電腦的漲幅是173.78%。

The San Jose, California-based AI server manufacturer's shares have been on a tear since the start of the AI revolution in early 2023. Following its quarterly results in early May, fund manager Louis Navellier said the company is dominating liquid-cooled AI chips in data centers, which are getting faster all the time. "The stock is a great pullback on any dip and remains an outstanding buy," he said.

這家總部位於加利福尼亞聖何塞的人工智能服務器製造商的股價自2023年人工智能革命開始以來一路攀升。在5月初公佈季度業績後,基金經理路易斯·納韋利爾(Louis Navellier)表示,該公司正在主導數據中心中的液冷人工智能芯片,並且這種芯片變得越來越快。他說:“股票在任何回落時都是一個絕佳的回購機會,仍然是一個傑出的買入機會。”

In premarket, the stock climbed 3.27% to $950.05, according to Benzinga Pro data.

根據Benzinga Pro的數據,在盤前交易中,該股上漲3.27%,至950.05美元。

Image via Shutterstock

圖片來自shutterstock。

譯文內容由第三人軟體翻譯。


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