Super Micro Computer stock surged 10.9% due to Microsoft's $80 billion AI infrastructure spending

From Nasdaq: 2025-01-03 18:34:00

Super Micro Computer (NASDAQ: SMCI) stock surged 10.9% on Friday, outperforming the S&P 500 and Nasdaq Composite indexes. The boost came from Microsoft’s plan to spend $80 billion on AI infrastructure this year, hinting at a 51% increase in AI hardware spending for 2025. Supermicro is expected to benefit from this trend.

Microsoft’s AI spending outlook of $80 billion for 2025 signals a significant increase in AI hardware investment, with Nvidia expected to be a major beneficiary. Supermicro, as the third-largest buyer of Nvidia’s GPUs, stands to gain from Microsoft’s AI hardware spending surge, suggesting a positive outlook for the company in the AI server market.

Super Micro Computer’s stock outlook remains uncertain as the company has yet to file its 10-K report for the 2024 fiscal year. The resignation of its financial auditor last year raised concerns, but Supermicro has since hired a new auditor and aims to submit the report by Feb. 25. Depending on the report’s findings, the stock could see significant movement in either direction.

Before investing in Super Micro Computer, consider that the Motley Fool Stock Advisor team did not include it in their list of top 10 stocks to buy now. The service, known for its high returns, recommends stocks with the potential for substantial growth. Investors are advised to conduct thorough research before making investment decisions.



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