Latest news with #EdgeAI
Yahoo
4 days ago
- Business
- Yahoo
Super Micro Computer Just Struck a Deal with Ericsson. Should You Buy SMCI Stock Here?
Valued at a market capitalization of $24.4 billion, Super Micro Computer (SMCI) is a server manufacturer that has returned more than 1,300% to its shareholders over the past decade. Despite these outsized gains, the tech stock is down 65% from all-time highs, allowing you to buy the dip in June 2025. Super Micro is poised to benefit from the artificial intelligence megatrend and has recently announced a strategic collaboration with Ericsson (ERIC) to accelerate Edge AI deployment. This partnership combines Super Micro's leading AI platforms with Ericsson's 5G connectivity solutions. The memorandum of understanding targets commercial bundles that deliver low-latency AI capabilities for businesses requiring real-time processing outside traditional data centers. Seeking Passive Income? This Dividend Stock Yields 9.6%. TSLA Stock Warning: Tesla Could Lose $1.9 Billion in Free Cash Flow This Year Cathie Wood Is Dumping Circle Stock. Should You? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! The partnership addresses the growing demand for Edge AI applications across various industries, including retail, manufacturing, healthcare, and traffic management. Supermicro's extensive infrastructure portfolio, ranging from fanless devices to rackmount systems, will integrate with Ericsson's wireless WAN solutions to enable AI deployment where wired connectivity isn't viable. Key applications include real-time retail checkout processing, industrial machinery monitoring, adaptive traffic management, and healthcare inventory optimization. The collaboration leverages 5G features, such as network slicing and zero-trust security, to extend the reach of AI to smart intersections, remote infrastructure, and manufacturing environments. This agreement should allow SMCI to capitalize on the expanding Edge AI market while diversifying beyond traditional data center applications, driving revenue growth. Super Micro Computer is aggressively expanding its AI infrastructure footprint through multiple strategic initiatives, positioning the company as a dominant force in enterprise AI deployment. Earlier this year, SMCI announced a $20 billion memorandum of understanding with DataVolt to build hyperscale AI campuses in Saudi Arabia, leveraging Supermicro's advanced direct liquid cooling technology that reduces power costs by up to 40% and total cost of ownership by 20%. Supermicro's AI portfolio continues to expand with new Nvidia (NVDA) RTX PRO 6000 Blackwell Server Edition systems. It is also introducing solutions featuring Advanced Micro Devices (AMD) Instinct MI350 series GPUs. Strategic partnerships with Nvidia and AMD strengthen Supermicro's position in Enterprise AI Factory deployments, with the company's Data Center Building Block Solutions reducing typical deployment timelines from 12 to 18 months to as little as three months. This end-to-end approach eliminates vendor coordination complexity while providing single-point accountability. To fund continued growth, Supermicro announced plans for a $2 billion convertible senior notes offering due 2030, with proceeds supporting working capital expansion and business development. With its global manufacturing capabilities and proven liquid cooling solutions at scale, Supermicro is well-positioned to capitalize on the accelerating adoption of enterprise AI across various industries, from retail to healthcare. Analysts tracking SMCI stock forecast its revenue to grow from $14.94 billion in fiscal 2024 (ended in June) to $37.7 billion in fiscal 2027. In this period, adjusted earnings are forecast to expand from $2.21 per share to $4.05 per share. If SMCI stock is priced at 25x forward earnings, which is not too expensive, it will trade around $100 in June 2026, indicating upside potential of 150% from current levels. Of the 15 analysts tracking SMCI stock, four recommend 'Strong Buy,' three recommend 'Moderate Buy,' six recommend 'Hold,' and two recommend 'Strong Sell.' The average target price for SMCI stock is $45, above the current price near $41. On the date of publication, Aditya Raghunath did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Entrepreneur
23-06-2025
- Business
- Entrepreneur
AI at the Edge: The Future of Smart Cities and How Entrepreneurs Can Get Involved
Edge AI changes how a traffic light works, how a building cools itself, or how a shop knows when to restock. And in the Middle East, we have the opportunity to lead. Opinions expressed by Entrepreneur contributors are their own. You're reading Entrepreneur Middle East, an international franchise of Entrepreneur Media. As an entrepreneur building real-world tech, I've seen how the idea of a 'smart city' is no longer futuristic but is happening right now. Around the world, we're witnessing bold urban innovation from next-generation infrastructure to comprehensive smart city strategies that are reshaping how we live and work. In the Middle East, projects like NEOM's infrastructure and Dubai's Smart City strategy, are leading this transformation and setting global benchmarks. One of the most exciting shifts I'm seeing on the ground is the rise of Edge AI, where intelligence is moving out of the cloud and closer to where life happens and for entrepreneurs, this evolution presents a rare window of opportunity. In my work helping design intelligent environments, I've watched Edge AI turn passive spaces into systems that respond, adapt, and serve people, not just collect data. When cities can think, respond, and adapt in real-time, we move beyond smart into something far more impactful: truly human-centric environments. Why Edge AI Matters Now At its core, Edge AI means putting AI directly onto devices. Whether it's a traffic camera, a building sensor, or a delivery robot, the data can now be processed where it's generated, not sent halfway across the world to a cloud server. That local processing power dramatically reduces lag, enables real-time responses, and removes a lot of the friction that slows down traditional smart systems. For instance, an edge-enabled traffic system doesn't need to send video feeds to a distant server. Instead, it can process visual data on-site to detect congestion, adjust signal timing, and ease the flow, all in milliseconds. In smart security, AI-enabled cameras can identify unusual behavior and alert authorities immediately, without waiting for cloud approval. Why is this so important in the Middle East? Because we're talking about cities with high population density, fast-growing infrastructure, and extreme environments. Delays, even in seconds, can have major implications for safety, mobility, and energy efficiency. How the Middle East is Leading the Charge The UAE, Saudi Arabia, and Qatar are all making significant investments in AI and smart city infrastructure. This is amplified by progressive policies, such as the UAE's National AI Strategy 2031, which envisions the Middle East as a hub of innovation. Governments are fostering ecosystems that attract entrepreneurs, accelerating the deployment of transformative solutions. Public-private collaborations are thriving, creating fertile ground for startups eager to solve pressing urban challenges. Where Entrepreneurs Can Make a Difference Edge AI opens a range of opportunities across sectors. Here are five areas where I see real potential: Urban Mobility and Logistics: From micro-mobility optimization to edge-powered parking systems, there's a huge demand for localized intelligence that improves flow, reduces emissions and eases congestion. Energy and Water Management: Smart meters and distributed energy resources can use edge AI to detect leaks, forecast demand, and balance grid loads in real-time, critical in resource-scarce environments. Retail and Commerce: In malls and airports, edge-powered analytics can improve foot traffic insights, queue management, and personalized experiences, especially where connectivity may be inconsistent. Public Safety and Emergency Response: Real-time data from cameras, drones, and sensors can assist emergency services, enabling faster and more informed interventions. Healthcare: Edge AI can be used in clinics and homes to monitor patients, reduce hospital load, and enable telemedicine services where latency and privacy are critical. How to Get Involved: Practical Strategies - So how can entrepreneurs position themselves to ride this wave? Start with local problems. Edge AI works best when it solves immediate, contextual issues. Partner with municipalities or infrastructure providers to understand what's really needed. Edge AI works best when it solves immediate, contextual issues. Partner with municipalities or infrastructure providers to understand what's really needed. Think modular and scalable. Build tools that can plug into existing city systems or be deployed independently in smaller settings like malls, campuses, or transit hubs. Build tools that can plug into existing city systems or be deployed independently in smaller settings like malls, campuses, or transit hubs. Prioritize security and privacy. Public trust is vital. Implementing robust safeguards around data collection and use will differentiate you in a highly sensitive space. Public trust is vital. Implementing robust safeguards around data collection and use will differentiate you in a highly sensitive space. Embrace interoperability. Edge solutions must work across networks and standards. Open architecture and API-driven development will help ensure longevity and integration. Edge solutions must work across networks and standards. Open architecture and API-driven development will help ensure longevity and integration. Leverage the region's accelerators. Tap into platforms like Hub71 in Abu Dhabi, Area 2071 in Dubai, or NEOM's innovation programs. These offer funding, market access, and pilot opportunities. The Edge Is Just the Beginning We often think of innovation as something distant or abstract. But with Edge AI, the impact is tangible. It changes how a traffic light works, how a building cools itself, or how a shop knows when to restock. And in the Middle East, we have the opportunity to lead. Smart cities are no longer just about connectivity; they're about intelligence at the edge. Of course, that intelligence needs to be human-first. As entrepreneurs, we're not just building better tech. In reality, we're shaping how people experience the cities they live in.
Yahoo
18-06-2025
- Business
- Yahoo
Supermicro (SMCI) Expands Its AI Infrastructure Ecosystem with Global Alliances
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 best growth stocks to buy according to billionaires. On June 10, Super Micro signed an agreement with Ericsson to explore a potential collaboration aimed at speeding up Edge AI adoption. The proposed partnership would combine Super Micro's high-performance Edge AI compute platforms with Ericsson's enterprise 5G connectivity solutions. A computer network engineering team setting up a server array in a data center. The companies plan to offer integrated commercial solutions that help enterprises deploy AI at the edge more efficiently. The offering is expected to enable businesses in retail, manufacturing, healthcare, and other industries to rapidly deploy Edge AI infrastructure along with wireless connectivity. This initiative leverages Supermicro's strengths in delivering energy-efficient, workload-optimized edge systems, aligning with the growing demand for Edge AI processing. By collaborating with Ericsson, Super Micro is positioning its platforms as part of a broader, ready-to-deploy ecosystem that addresses both compute and connectivity requirements. Supermicro also recently signed an agreement with DataVolt to develop large-scale AI campuses in Saudi Arabia, marking a significant step in the region's digital infrastructure growth. The planned facilities will utilize Supermicro's high-density GPU platforms and advanced liquid cooling systems, aiming to enhance energy efficiency and reduce operational costs. While final terms are still being negotiated, the companies expect the AI-related products involved in the deal to be worth at least $20 billion, highlighting the scale of the initiative. This move positions both companies at the forefront of sustainable, next-generation AI infrastructure. Super Micro Computer Inc. (NASDAQ: SMCI) designs high-performance and energy-efficient server and storage systems tailored for various industries. Its key markets include cloud service providers, enterprises, large data centers, original equipment manufacturers (OEM), and appliance manufacturers. While we acknowledge the potential of SMCI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
18-06-2025
- Business
- Yahoo
Supermicro (SMCI) Expands Its AI Infrastructure Ecosystem with Global Alliances
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 best growth stocks to buy according to billionaires. On June 10, Super Micro signed an agreement with Ericsson to explore a potential collaboration aimed at speeding up Edge AI adoption. The proposed partnership would combine Super Micro's high-performance Edge AI compute platforms with Ericsson's enterprise 5G connectivity solutions. A computer network engineering team setting up a server array in a data center. The companies plan to offer integrated commercial solutions that help enterprises deploy AI at the edge more efficiently. The offering is expected to enable businesses in retail, manufacturing, healthcare, and other industries to rapidly deploy Edge AI infrastructure along with wireless connectivity. This initiative leverages Supermicro's strengths in delivering energy-efficient, workload-optimized edge systems, aligning with the growing demand for Edge AI processing. By collaborating with Ericsson, Super Micro is positioning its platforms as part of a broader, ready-to-deploy ecosystem that addresses both compute and connectivity requirements. Supermicro also recently signed an agreement with DataVolt to develop large-scale AI campuses in Saudi Arabia, marking a significant step in the region's digital infrastructure growth. The planned facilities will utilize Supermicro's high-density GPU platforms and advanced liquid cooling systems, aiming to enhance energy efficiency and reduce operational costs. While final terms are still being negotiated, the companies expect the AI-related products involved in the deal to be worth at least $20 billion, highlighting the scale of the initiative. This move positions both companies at the forefront of sustainable, next-generation AI infrastructure. Super Micro Computer Inc. (NASDAQ: SMCI) designs high-performance and energy-efficient server and storage systems tailored for various industries. Its key markets include cloud service providers, enterprises, large data centers, original equipment manufacturers (OEM), and appliance manufacturers. While we acknowledge the potential of SMCI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-06-2025
- Business
- Yahoo
Super Micro Computer (SMCI) Teams Up with Ericsson to Power Edge AI with 5G Connectivity
Super Micro Computer, Inc. (NASDAQ:) is one of the 10 AI Stocks on Wall Street's Radar. On Tuesday, June 10th, Super Micro Computer, Inc. (NASDAQ:SMCI) and Ericsson (NASDAQ: ERIC) announced their intent to enter into a strategic collaboration that aims to accelerate Edge AI deployment. The two parties signed a Memorandum of Understanding to explore the integration of Ericsson Enterprise Wireless Solutions' industry-leading 5G connectivity with Supermicro's industry-leading Edge AI platforms, creating a commercial bundle that will deliver advanced Edge AI capabilities and simplify procurement and deployment. The need for such a collaboration rose out of demand for Edge AI solutions deploying pre-trained AI models, generative AI, and agentic AI to the network edge, outside the data center, for local processing. Since many of these AI applications require low-latency response times, combining Supermicro's and Ericsson's technology will help businesses deploy an integrated Edge AI infrastructure with wireless connectivity. Pixabay/Public Domain Some specific industry applications include retail, smart factory and industrial automation, traffic safety, and healthcare management. 'Supermicro delivers cutting-edge solutions that allow enterprises to harness the power of AI at the edge. Our compute platforms combined with Ericsson's 5G technology will allow enterprises and public sector organizations to extend the reach of their AI applications where wired technologies are not a viable option, such as smart intersections, industrial manufacturing, and remote infrastructure.' -Mory Lin, Vice President, IoT/Embedded & Edge Computing, Supermicro. While we acknowledge the potential of SMCI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None.
