Supermicro and AMD Roll Out Multi-Node Servers To Enhance Cloud Computing
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 22 2024
0mins
Should l Buy AMD?
Source: Benzinga
- Supermicro's New AMD-Based CPU Servers: Supermicro announced new additions to its AMD-based H13 generation of CPU Servers powered by AMD EPYC 4004 Series processors.
- MicroCloud Multi-Node Solution: Supermicro introduced a new MicroCloud multi-node solution supporting up to ten nodes in a 3U form factor for cloud-native workloads.
- Increased Computing Density: The new servers allow for 160 individual nodes in a single rack, reducing real estate needs and decreasing data center total cost of ownership (TCO).
- AMD EPYC 4004 CPUs Features: The AMD EPYC 4004 CPUs support various solutions, including 1U, 2U, Tower systems, and the new 3U multi-node MicroCloud enclosure.
- Market Performance and Analyst Insights: Supermicro reported strong sales growth, missed analyst consensus, and concerns over margin erosion and capital needs. Stock gained 446% in the last 12 months.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to rise
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 205.940
Low
210.00
Averages
289.13
High
377.00
Current: 205.940
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing, graphics and visualization technologies. Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes artificial intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), smart network interface Cards (SmartNICs) and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, GPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Sustained Competitive Advantage: Nvidia's GPUs face virtually no competition in AI-accelerated data centers, with CEO Jensen Huang aggressively investing in R&D to maintain compute superiority, planning to introduce advanced GPUs annually.
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See More
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- Strategic Partnership Expansion: AMD and TCS have broadened their collaboration to introduce the 'Helios' rack-scale AI architecture, aiming to enhance competitiveness against Nvidia in India's rapidly growing tech market, which is expected to drive widespread AI adoption.
- Data Center Blueprint: The companies will offer an AI-ready data center blueprint supporting up to 200 MW of capacity, planning to collaborate with hyperscalers and AI firms to accelerate data center build-outs in India, addressing the increasing demand for computing resources.
- Infrastructure Co-Development: TCS, through its subsidiary HyperVault, will co-develop an AI infrastructure design based on the 'Helios' platform to support India's national AI initiatives, aiming to provide scalable AI deployment solutions for enterprises.
- Market Share Growth: According to Arista Networks, AMD's share in the AI chip market is rising, with approximately 20% to 25% of recent chip deployments opting for AMD, while Nvidia is projected to dominate with 99% of the market by 2025, indicating AMD's competitive potential.
See More
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- Record Backlog: The company's backlog for AI switches has surpassed $10 billion, reflecting robust market demand amid ongoing AI data center buildouts, which further solidifies Broadcom's position in the industry.
- Differentiated Product Offering: Broadcom has launched the industry's first Wi-Fi 8 access point and switch system, designed to enhance security and speed for enterprises utilizing AI, thereby increasing its competitive edge and attracting more customers.
- Unique Market Positioning: Broadcom's XPUs are custom chips tailored for specific purposes, differentiating them from Nvidia and AMD's general-purpose GPUs, allowing the company to carve out a niche in the competitive AI market and enhancing its strategic positioning for future growth.
See More
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See More
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- Future Growth Expectations: Management forecasts first-quarter revenue of $35.2 billion, representing a 38% year-over-year growth, suggesting that the company will continue to thrive amid rising demand for high-end semiconductors.
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See More
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- Helios Platform Advantages: The Helios platform is purpose-built to deliver a rack-scale AI platform aimed at supporting sovereign AI factories, enhancing India's competitiveness in the global AI landscape.
- Data Center Blueprint: The companies will offer an AI-ready data center blueprint supporting up to 200 MW of capacity, aiming to accelerate data center build-outs in India to meet the growing demand for AI.
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See More
