Overview

• Super Micro Computer announced a $20 billion partnership with Saudi Arabia’s DataVolt to supply servers for hyperscale AI data centers.
• The deal positions Super Micro as a key supplier for cutting-edge AI infrastructure powered by renewable energy and liquid-cooled systems.
• Raymond James initiated coverage of Super Micro with an 'outperform' rating and a $41 price target, citing strong market position and growth potential.
• Shares of Super Micro have rallied 36% over two days, marking significant investor confidence following the partnership and analyst upgrade.
• Despite past governance issues and recent guidance cuts, Super Micro is forecasted to achieve over 25% annual growth through fiscal 2026.