Super Micro Computer (NasdaqGS: SMCI) introduced its NVIDIA Vera CPU rack, a dense liquid-cooled agentic AI platform for large-scale reinforcement learning that supports up to 22,500 agent sandboxes per rack. The company also launched a Nokia partnership to pair Vera-based gear with AI-RAN edge solutions for telecom operators, and a Nutanix collaboration on integrated rack-scale private AI inference stacks. According to the article, the launch pushes Super Micro deeper into full AI factory builds rather than GPU servers alone. The company upgraded its fiscal Q1 2027 revenue guidance to US$18.5b to US$19.5b, with a 12.0% to 12.5% gross margin guide. The article says the key point to watch is how much of that revenue is tied to Vera racks when the company reports results.
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SMCIartificial intelligencedata centersNvidiaearnings
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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