Super Micro Computer (NASDAQ:SMCI) shot up 10.2% to $60.05 on Monday after Digi Power X tapped it as the exclusive supplier for its ARMS 200 modular data centersand word came that the U.S. might ease some export rules on China.
Under the deal, SMCI will pack each 1 MW pod with up to 256 Nvidia (NVDA) B200 or B300 GPUs, and Digi Power X plans to scale to 40 MW (about 10,240 GPUs) at its Alabama site, kicking off in Q4 2025 and wrapping in early 2026. I
t’s a big win for SMCI’s Data Center Building Block strategy, which leans into flexible, high?density AI workloads.
Add in reports the Commerce Department could pause certain China export curbs and you’ve got a perfect recipe for an order?flow boost next quarter. SMCI heads into its August 5 earnings with analysts looking for $0.45 EPS (down 30% Y/Y) on $5.99 B revenue (up 12.8%).
This article first appeared on GuruFocus.
