Super Micro Computer Inc. has entered into a multi-year strategic partnership with Saudi Arabia-based data center company DataVolt, valued at approximately $20 billion. The collaboration focuses on delivering high-density GPU platforms and rack-scale liquid-cooled data center systems to support AI infrastructure. The partnership aims to build hyperscale AI campuses in Saudi Arabia, leveraging Super Micro's liquid-cooled GPU technology powered by renewable energy to create efficient, net-zero data centers. Super Micro, which holds a 31% market share in AI servers and generates 70% of its revenue from this segment, has seen its stock rise over 40% in a week, boosted by this deal and favorable analyst coverage, including a Raymond James rating of "Outperform" with a $41 price target. As of May 2025, institutional investors own about 84% of Super Micro's outstanding shares.
$SMCI Super Micro announces strategic partnership with DataVolt for AI campuses, initially in Saudi Arabia, with estimated minimum product value at USD 20bln
Supermicro Unveils Liquid-Cooled Data Center Building Blocks for AI Infrastructure https://t.co/3xcmEdpNqw #Supermicro #BigDATAwire
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