Supermicro Teams With Nokia and Nvidia to Bring AI to 5G Networks
Yahoo Finance ·
Super Micro Computer announced on Wednesday that it is joining forces with Nokia and Nvidia to integrate artificial intelligence computing into 5G networks, enabling telecom operators to deploy AI closer to end users while laying the groundwork for future 6G technology. The partnership merges Supermicro's advanced server infrastructure with Nokia's radio network software and Nvidia's accelerated computing platforms. In a separate business update, Supermicro projected its fiscal first-quarter 2027 revenue to be between $18.5 billion and $19.5 billion, significantly higher than its previous forecast, driven by robust demand for artificial intelligence infrastructure. Gross margin guidance was also elevated to a range of 12% to 12.5%. Following these announcements, Rosenblatt increased its price target on SMCI to $57 from $51 while keeping a Buy rating, whereas Bank of America raised its target to $38 from $33 with an Underperform rating. Furthermore, Supermicro revealed a collaboration with Nutanix to jointly develop enterprise AI infrastructure combining servers, GPUs, and Nutanix Agentic AI.
AI 시장 분석
Super Micro Computer (SMCI) shares surged over 12% in pre-market trading after announcing a partnership with Nokia and Nvidia to bring AI computing to 5G networks. SMCI raised its Q1 FY2027 revenue guidance from $14.5B–$15.5B to $18.5B–$19.5B, demonstrating strong AI demand. Rosenblatt raised its price target to $57 and maintained a buy rating, spreading positive sentiment among Wall Street and retail investors.
상승 영향
- AI — With SMCI partnering with Nokia and Nvidia to introduce AI computing to 5G networks and significantly raising its Q1 FY2027 revenue guidance to $18.5B-$19.5B, direct benefits are expected from expanding AI infrastructure demand.
- Semiconductors — As Nvidia's Grace C1 processors and Blackwell GPUs are widely adopted in SMCI's servers and telecom network equipment, an increase in high-performance AI semiconductor shipments and earnings growth is anticipated.
DYAX 전담 분석
This collaboration and upgraded guidance indicate that AI infrastructure demand is rapidly expanding into telecommunications and 5G/6G sectors, which will directly drive revenue growth for related hardware and server manufacturers. In particular, the combination of Nvidia's next-gen GPUs and SMCI's server infrastructure raises expectations for margin improvement, though some point out rising component costs and pricing pressure.
Future share prices are expected to experience high volatility depending on whether AI server margins stabilize and the final earnings results scheduled for November 3. Investors should closely monitor the achievability of the $18.5B–$19.5B revenue guidance and trends in major customer contracts.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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