Lenovo raised $2bn through zero-coupon convertible bonds due in 2033, priced at a 47.5% conversion premium, to refinance existing debt and fund share buybacks. The Beijing-based computer and AI server…
Semianalysis identified server rack bottlenecks as a new constraint in AI infrastructure, driving Supermicro's stock higher. The research highlights that GPU advances are outpacing CPU resources, with…
MWC Barcelona 2026 focused on AI infrastructure, with companies like Supermicro, NVIDIA, and telecom giants showcasing AI-RAN and sovereign AI solutions. CME Group launched the first compute futures c…
Supermicro shares fell after the company disclosed financing agreements to fund artificial intelligence server orders, raising investor concerns about debt levels and dilution. The server maker secure…
Supermicro announced new servers powered by Arm's AGI CPU at COMPUTEX, designed for the agentic AI era with up to 2x performance per rack versus x86. The systems target inference and agentic workloads…
IBM, Supermicro, and Nvidia engineers published an IBM Redbook detailing a reference architecture that uses IBM Storage Scale Erasure Coding Edition on Supermicro servers as an external shared storage…
Dell reported $43.84 billion in revenue for the first quarter of fiscal 2027, an 87.5 percent year-over-year increase driven by a 2.2X surge in product revenues to $38.11 billion from booming AI serve…
Taiwan has launched an investigation into an alleged smuggling operation that used Japan as a transit hub to funnel restricted Nvidia AI chips to China. Three suspects were detained on May 21, and aut…
Taiwanese prosecutors detained three suspects on May 21 for allegedly smuggling Nvidia AI chips to China by routing shipments through Japan using forged export documents. Authorities seized approximat…
Taiwanese prosecutors charged three individuals with forging export documents to reroute approximately 50 Supermicro AI servers, valued at over $15 million, to mainland China via Japan. The suspects a…
Cisco Systems reported $15.84 billion in revenue for the third quarter of fiscal 2026, a 12 percent year-over-year increase, driven by sales of merchant silicon and optical transceivers to AI customer…