Seeking Alpha

Super Micro Computer Sees Modular Infrastructure As The Solution For Its Margin Decline

I'm upgrading Super Micro Computer to a "Buy" with a $74.89 price target, driven by the launch of its Data Center Building Block Solutions (DCBBS). DCBBS is expected to boost margins and diversify ...
Seeking Alpha

Super Micro Computer: Be Wary Of AI Infrastructure Overbuild

SMCI's delayed 10-K filing last week highlights a number of concerns about internal control weaknesses, raising some red flags given the accounting mishaps the company experienced in 2018. A ...
Computer Weekly

NetBox Labs raises $35m to modernise infrastructure operations

Network and infrastructure management technology provider NetBox Labs has received a significant boost by raising $35m in Series B funding. NetBox Labs is the commercial owner of NetBox, the open ...
Computer Weekly

EXA Infrastructure, Ultranet build fibre route across key Italian cities

Hot on the heels of signing a binding agreement to acquire specialist operator of transatlantic and intra-European subsea infrastructure Aqua Comms, digital infrastructure provider EXA Infrastructure ...