AI Market Movers · Servers, cooling & manufacturing
Super Micro
SMCI
Super Micro is the listed box builder that rode the GPU wave hardest: servers stuffed with other people’s accelerators, shipped fast.
- Site
- supermicro.com
In the Daily
· Closing Time
Closing Time: Karp says the guidelines require nationalizationPalantir’s Karp puts nationalization on the AI safety table — plus Amazon’s testing line, CoreWeave’s $3B convert, Emulate’s mega-seed, and Mastercard’s agent cards.
· Closing Time
Closing Time: The rivals booked a standards roomOpenAI, Anthropic, and Google shop a FINRA-style rulebook while Cohere cries cartel and hyperscalers count the breathing room.
· Closing Time
Closing Time: The customers locked the modelsMonday afternoon wrap — enterprise vaults, Microsoft’s control code, and Anthropic’s Nasdaq walk
· Closing Time
Closing Time: Astra demand closed the top tierFriday afternoon wrap — capacity valves, desktop Gemini, and a 2 GW Australia map
· Closing Time
Closing Time: Ten percent stopped being theoreticalAn Anthropic researcher quit. Hubinger put double-digit odds on extinction. NVIDIA wired AI into the broadcast floor.
· Closing Time
Closing Time: Anthropic named a market bigger than the economyOpenAI says Jalapeño beat Nvidia. ClickHouse hits $350 million ARR.
· Closing Time
Closing Time: Nvidia is circling the search barAlibaba’s $10.2B AI raise. Chip prices up ~17%. Groq racks in production.