From what the evidence shows, What caught my attention is S of artificial intelligence (AI) server specialist Super Micro Computer (SMCI 10. However, At the same time, 15%) rallied 10.
However, Furthermore, 2% on Monday, considering recent developments.
In contrast, Supermicro was named as a partner of choice in a press release from new private AI data center company Digi Power X, which filed a patent today for its modular AI data center solution.
As part of the press release on the patent filing, Digi Power X noted it was ordering Nvidia (NVDA 1 (an important development).
Conversely, 83%) B200/B300 GPUs exclusively through Supermicro (an important development). What is Digi X.
Digi Power X issued a press release today saying that it had filed a visional utility patent application for its new ARMS 200 modular data center platform (which is quite significant).
Furthermore, However, Supermicro was named as the exclusive server supplier, with an order jected for the fourth quarter of 2025.
Digi X is a recently formed company that aims to retrofit existing energy assets that may be underutilized in remote parts of the country, and parlay those assets into powering new AI data centers, given current economic conditions.
Essentially, Digi X aspires to be a new neocloud along the lines of CoreWeave or Nebius.
However, Digi X is smaller right now, and apparently is looking for a lower-cost way to enter the space, identifying itself as a "Tier III" vider of Nvidia GPUs, given current economic conditions.
The flagship ject for the company and Supermicro will be in Columbiana, Alabama, with a launch date of Q1 2026. Image source: Getty Images. Did Supermicro deserve to rise this much.
However, The Digi Power X ject doesn't appear to be that big, or at least not big enough to justify such a move in Supermicro's stock in and of itself.
In contrast, However, the selection of Supermicro as the exclusive server vider suggests the company may have leading, high-value nology with new Nvidia Blackwell systems.
Moreover, However, Digi Power X, Supermicro has also been touting its own modular "Data Center Building Block Solutions (DCBBS)" nology as a game changer, which sounds somewhat aligned with the "modular" ARMS nology from Digi Power X.
Furthermore, So, this ject may be using the new nology (which is quite significant).
Moreover, Additionally, Interested investors should be attuned to more nology and financial from Supermicro CEO Charles Liang when the company reports earnings on Aug.