# Supermicro與Verda合作，專注於提供NVIDIA GPU加速的機架級系統，設計用於AI雲端基礎設施。

*genai, business · news · 2026-05-27 · Benzinga*

## Key points

- Supermicro與Verda合作，在歐洲部署NVIDIA GPU加速的AI雲端系統。
- 黃仁勳強調Supermicro在涉及AI伺服器出口管制違規後，有責任加強合規性。
- Supermicro下一次財報電話會議定於2026年8月4日，預估每股盈餘為69美分。
- Supermicro的營收預估從先前預測翻倍以上，達到117.3億美元。
- SMCI在多檔ETF中的高權重增加了其被動基金流動所帶來的強制買賣風險。

This partnership aims to enhance the deployment of high-performance, energy-efficient AI systems across Europe, which could be driving investor interest in the stock. Supermicro’s collaboration with Verda focuses on providing NVIDIA GPU-accelerated, rack-scale systems designed for AI cloud infrastructure. This initiative is expected to support a wide range of applications, including large language model training and enterprise AI, further solidifying Supermicro’s position in the growing AI market. Jensen Huang Presses Super Micro On Compliance Huang said the company remains “rigorous” in explaining export-control regulations to partners, following the detention of three people accused of filing fraudulent declarations tied to Super Micro AI servers. Huang said Super Micro ultimately remains responsible for managing its own operations and expressed hope the company would strengthen its compliance procedures to prevent similar incidents in the future. SMCI Technical Outlook: Key Levels And Momentum The stock has shown a mixed performance over the past year, down 10.75%. Currently, it trades at $38.20, which is 21.9% above its 20-day simple moving average (SMA) of $31.54 and 37.1% above its 50-day SMA of $28.03. The moving average convergence divergence (MACD) is above its signal line, indicating that downside pressure is easing, which suggests improving momentum compared to previous trends. Key Resistance: $45.00 — a nearby level where rebounds can stall. Key Support: $31.00 — a nearby level where buyers previously stepped in. SMCI Earnings Date And Analyst Estimates Super Micro Computer is slated to provide its next financial update on August 4, 2026 (estimated). EPS Estimate: 69 cents (Up from 41 cents) Revenue Estimate: $11.73 billion (Up from $5.76 billion) Valuation: P/E of 19.5x (Indicates fair valuation) Analyst Consensus & Recent Actions: The stock carries a Hold rating with an average price target of $31.90. Recent analyst moves include: Mizuho: Neutral (Raises Target to $36.00) (May 12) Barclays: Equal-Weight (Lowers Target to $34.00) (May 7) Rosenblatt: Buy (Raises Target to $40.00) (May 6) SMCI ETF Exposure And Passive Flow Risk Significance: Because SMCI carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock. SMCI Stock Price Activity: Super Micro Computer shares were up 0.04% at $37.11 at the time of publication on Wednesday, according to Benzinga Pro data. Photo via Shutterstock

**Companies:** Supermicro
**Countries:** United States, Europe

[Read the full story on Benzinga](https://www.benzinga.com/markets/large-cap/26/05/52815111/supermicro-stock-rises-on-new-ai-infrastructure-partnership-in-europe)

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