Sep. 12 at 10:08 AM
🚀
$SMCI ripping +5% premarket after locking in a huge AI collab with Nokia.
The deal integrates Nokia’s SR Linux + automation platform with SMCI’s 800G Ethernet switching hardware, creating turnkey AI-optimized data center networking solutions. Translation: deployment times cut from months to weeks — a massive edge in the AI arms race.
This move pushes SMCI beyond “just servers” → into full-stack AI infrastructure. Higher-margin revenue, deeper customer stickiness, and serious moat expansion.
📊 Fundamentals still look solid: forward P/E 16.8 vs sector median 31.4, PEG 0.65,
$26B market cap, +44% YTD. Analysts have PTs ranging
$15–
$93 (avg
$50).
With AI infra demand exploding,
$SMCI’s partnership with
$NOK could be the catalyst that redefines its role in the AI supply chain.
Question is: 📈 breakout or just another AI hype spike?