Super Micro Stock Is Spiking. It Unveiled an AI Partnership With Nokia. -- Barrons.com

Dow Jones
Sep 10

By Nate Wolf

Shares of Super Micro Computer surged Tuesday after Nokia announced an artificial-intelligence partnership with the server maker.

The collaboration brings together Super Micro's switching hardware and Nokia's data-center automation and network-operating system to create an integrated data-center solution for AI computing, the companies said.

Super Micro shares were climbing 5.5% Tuesday, making it the second best performer in the S&P 500. The volatile stock is up 39% this year but has fallen 30% from its 52-week closing high on July 30, per Dow Jones Market Data.

New York-listed depository receipts of Nokia, which is based in Finland, were down slightly.

Super Micro has emerged as a buzzy AI play in recent years, but analysts have expressed concerns that competitors like Dell Technologies and Hewlett Packard Enterprise are eating into its market share in AI servers. The stock also plunged after the company's quarterly earnings missed expectations last month. Investors will hope the partnership with Nokia can help Super Micro attract and retain customers.

"This collaboration gives our customers more choice and flexibility in how they build their infrastructure," said Super Micro Chief Growth Officer Cenly Chen in a statement. "It strengthens our ability to deliver networked compute architectures for high-performance workloads."

Write to Nate Wolf at nate.wolf@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

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September 09, 2025 14:02 ET (18:02 GMT)

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