--- title: "Why Is Super Micro Computer Stock Gaining Monday?" description: "Lambda deployed Supermicro's Nvidia-powered servers to expand AI infrastructure and deliver high-performance computing. Big Tech's $400B AI spend through 2026 fuels demand for Supermicro and Nvidia's " type: "news" locale: "en" url: "https://longbridge.com/en/news/254473731.md" published_at: "2025-08-25T14:38:26.000Z" --- # Why Is Super Micro Computer Stock Gaining Monday? > Lambda deployed Supermicro's Nvidia-powered servers to expand AI infrastructure and deliver high-performance computing. Big Tech's $400B AI spend through 2026 fuels demand for Supermicro and Nvidia's advanced data center solutions. The market is reacting to Powell's speech. Lambda deployed Supermicro's Nvidia-powered servers to expand AI infrastructure and deliver high-performance computing. Big Tech's $400B AI spend through 2026 fuels demand for Supermicro and Nvidia's advanced data center solutions. The market is reacting to Powell's speech. ### Related Stocks - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [SMCI.US - Super Micro Computer](https://longbridge.com/en/quote/SMCI.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 软件股遭遇 2010 年来最大做空潮,高盛惊呼:市场 “无处可藏”! | 十年最猛烈做空潮席卷美国软件股,摩根士丹利数据显示空头规模创 2010 年以来新高,市场陷入 “先卖后问” 的恐慌。AI 取代白领的担忧引发行业震荡,防御性板块加速跑赢,科技七巨头(Mag 7)亦显颓势。高盛交易主管 Callahan 表示 | [Link](https://longbridge.com/en/news/275859482.md) | | 反超三星、利润率盖过台积电:SK 海力士是如何问鼎 AI 存储领域 “隐形霸主” 的? | SK 海力士过去 12 个月市值飙升 340%,已从债权人控制的 “僵尸公司” 逆袭为 AI 产业链定价者。其凭借 HBM 先发优势,在 AI 需求爆发的浪潮下,深度绑定英伟达与微软,拿下全球过半 HBM 份额;市占率超越三星,利润率超越台 | [Link](https://longbridge.com/en/news/275576275.md) | | 英伟达被撬墙角:OpenAI 首次发布 Cerebras 芯片支持模型 | OpenAI 周四发布的 GPT-5.3-Codex-Spark 专为实时编码设计,是 OpenAI 最新代码自动化软件 Codex 的精简版,也是 OpenAI 上月与 Cerebras 签署超 100 亿美元协议后的首个成果。OpenA | [Link](https://longbridge.com/en/news/275817804.md) | | 超微电脑|10-Q:2026 财年 Q2 营收 127 亿美元超过预期 | | [Link](https://longbridge.com/en/news/275178351.md) | | 英伟达两篇论文,带来了 VLA 之后具身智能的新范式 | 2025 年,VLA(视觉 - 语言 - 动作模型)成为具身智能领域的热门话题,但其在物理动作执行和泛化能力上存在严重缺陷。英伟达(NVIDIA)于 2026 年初发布的两篇论文《DreamZero》和《DreamDojo》提出了一种新范式 | [Link](https://longbridge.com/en/news/275559621.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.