公司股价表现 - 公司股价周五上涨5.3% 随后涨幅达3.49%至45.48美元[1][6] - 52周股价区间为17.25美元至66.43美元[6] 新产品技术突破 - 全球开始批量发货搭载NVIDIA Blackwell Ultra的AI系统[1] - 新产品性能达NVIDIA Hopper平台的7.5倍 HBM3e内存增加50% FP4计算性能高达1.1 exaFLOPS[3] - 采用液冷技术使功耗降低40%[3] 产品线布局 - 推出超过10个搭载Blackwell及Blackwell Ultra的新产品型号[4] - 提供预验证即插即用系统 简化网络拓扑/线缆管理/供电和热管理[4] - 为企业客户和超大规模客户显著缩短部署时间[4] 行业合作机遇 - OpenAI与NVIDIA计划投资数十亿英镑在英国新建数据中心[2] - 合作方Nscale Global已大量采用公司硬件设备[2] - 公司成为全球AI工厂扩张计划的核心基础设施供应商[2][5] 战略定位升级 - 从专业硬件供应商转型为AI工厂核心基础设施提供商[5] - 结合NVIDIA芯片优势/OpenAI数据中心布局与公司机架级部署专长[5] - 直接受益于AI支出超级周期的长期增长故事[5]

市场整体表现 - 美国股市午盘涨跌互现且变动不大 三大主要指数昨日均创历史新高 因市场对美联储降息持乐观态度 标普500指数上涨 道琼斯工业平均指数下跌 纳斯达克指数基本持平 [1][5] - 石油和黄金期货上涨 10年期国债收益率上升 美元对欧元、英镑和日元走强 大多数主要加密货币价格上涨 [5] 媒体行业并购动态 - 派拉蒙Skydance股价连续第二个交易日大幅上涨 因有报道称其正准备以现金要约收购其媒体竞争对手华纳兄弟探索公司的全部股份 [1][2] - 华纳兄弟探索公司股价亦连续第二个交易日大幅上涨 [1][2] 科技与人工智能领域 - 特斯拉股价连续第二天上涨 因有迹象表明首席执行官埃隆·马斯克正将这家电动汽车制造商的重点转向机器人技术 [2] - 超微电脑股价上涨 因这家计算机硬件制造商表示其正在向客户交付采用英伟达高速Blackwell Ultra人工智能芯片的产品 [3] - 甲骨文股价延续跌势 此前该软件巨头因营收指引远超分析师预期 其股价在周三曾飙升36% [3] 零售与商品行业 - RH股价大跌 因这家高档家具和家居用品零售商利润和销售额未达预期 并因关税对其业务的影响而大幅下调业绩展望 [4][5] - 自由港麦克莫兰股价下跌 因其在印度尼西亚的铜矿在本周早些时候发生泥石流导致七名工人被困后 继续处于关闭状态 [4]

产品与技术进展 - 超微电脑公司开始交付搭载英伟达高速Blackwell Ultra芯片的AI计算产品 这些产品包括即插即用就绪的NVIDIA HGX B300系统和GB300 NVL72机架[1] - 公司提供包含Blackwell芯片的完整解决方案 该方案将硬件与基础设施软件及应用软件（包括NVIDIA AI Enterprise、NVIDIA Blueprints和NVIDIA NIM）完全集成 旨在为系统带来优化的AI性能[2] - 超微电脑公司首席执行官强调 公司在快速成功部署英伟达新技术方面拥有最佳记录[2][3] 市场表现与股价变动 - 超微电脑公司股价在周五早盘交易中上涨3% 年内累计涨幅接近50%[2] - 英伟达股价在近期交易中小幅走高 2025年以来累计涨幅达三分之一[2]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

The major U.S. index futures are currently pointing to a slightly lower open on Friday, with stocks likely to give back ground following the strong upward move seen in the previous session.Profit taking may contribute to initial weakness on Wall Street following yesterday's rally, which lifted the major averages to new record closing highs.Overall trading activity may be somewhat subdued, however, as traders look ahead to the Federal Reserve's monetary policy announcement next Wednesday.With recent data sh ...

Good morning. As Delta Air Lines celebrates its 100th anniversary, CEO Ed Bastian reflects on the leadership lessons he has learned during his tenure.In a fireside chat with Barbara Humpton, CEO of Siemens USA, at the Economic Club of Washington D.C.’s event on Wednesday, Bastian said he was 25 years old “before I stepped foot on an airplane.” He traveled from LaGuardia Airport in New York to Chicago for business. Bastian often mentions this experience in commencement speeches to encourage graduates that th ...

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the stocks Jim Cramer talked about. A caller asked if Cramer would recommend starting a position in the stock, and he replied: “No, I can’t because it’s still got those accounting issues, and I think accounting regulations equal sell. I know the CFO of Dell left, and I think that even though the stock is obviously being punished because of that, I would be a buyer of Dell, not Super Micro. I think tomorrow is the day to buy Dell.” A laptop and a comput ...

All major U.S. stock indices, including the S&P 500 and Nasdaq 100, soared to new heights on Thursday. Investors flocked to riskier assets, driven by expectations of imminent interest rate cuts. Despite concerning economic indicators like rising inflation and increased jobless claims, market participants anticipate the Federal Reserve will focus on stabilizing the labor market. The S&P 500 gained 0.85% to close at 6,587.47, the Nasdaq advanced 0.72% to 22,043.07, and the Dow Jones Industrial Average surged ...

Super Micro Computer, Inc. SMCI shares climbed in Thursday’s extended trading after the company announced it has begun shipments of its NVIDIA Corp. NVDA Blackwell Ultra solutions. SMCI stock is climbing. See the real-time chart here. The Details: Supermicro announced the broad availabilty of its Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks to customers worldwide. Read Next: Opendoor Returns To ‘FounderMode’—Stock SoarsThe company said the solutions are purpose-built and pre-valid ...

Accessibility StatementSkip Navigation SAN JOSE, Calif., Sept. 11, 2025 /PRNewswire/ --Â Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced the broad availability of its NVIDIA Blackwell Ultra solutions. Supermicro is now delivering Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks to customers worldwide. These solutions are purpose-built and pre-validated at system, rack, and data center scale before shipping, enabling ra ...