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No Server Recession At Lenovo And Supermicro So Far

We think that server spending is a leading indicator of economic growth or decline, and we are tracking the public companies that peddle systems to try to get a sense of how they are doing to get a better sense of what enterprises, governments, academic institutions, and other organizations separate from the hyperscalers and cloud builders, the latter of which comprise around half of server shipments and slightly less than half of server spending.

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Supermicro Stock Seen Rising 34% More Amid AI Spending Spree

Super Micro Computer (SMCI) shares have more room to run thanks to cloud computing giants splurging on data center gear for artificial intelligence, a Wall Street analyst says. SMCI stock has surged in recent months thanks to its exposure to the AI market.

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生成式AI算力需求無極限 HPC硬體彈性擴充應援

ChatGPT的橫空出世,再度帶動市場對於生成式AI與高效能運算(HPC)的關注。生成式AI運算大型語言模型的效能需求高,因此HPC成為助力生成式AI應用開枝散葉的關鍵之一,生成式AI也為HPC硬體帶來新一波市場動能。

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HPC Market “Returning to Stable Growth”

The folks at Intersect360 Research released their latest report and market update just ahead of ISC 2023, which was held in Hamburg, Germany, last week. The headline: “We’re returning to stable growth,” per Addison Snell, Intersect360 CEO.

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슈퍼마이크로, 데이터센터의 환경 영향 감축 위한 그린 컴퓨팅 기술 혁신 계획

슈퍼마이크로컴퓨터(Super Micro Computer, Inc.(SMCI))가 업계 리더로서 올해도 아시아 최대 PC·IT 전시회인 컴퓨텍스에 참여한다. 이번 컴퓨텍스 2023 행사에서 찰스 리앙(Charles Liang) 슈퍼마이크로 사장 겸 CEO는 데이터센터의 환경 영향을 줄일 수 있는 솔루션과 함께 제품 설계, 그린 컴퓨팅

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