Supermicro partners with Nokia and Nvidia to add AI computing to 5G networks
Supermicro announced a collaboration with Nokia and Nvidia to embed artificial intelligence computing in 5G networks, letting telecom operators run AI services closer to customers and preparing infrastructure for next‑generation 6G. The partnership merges Supermicro's server hardware, Nokia's radio network software and Nvidia's accelerated computing technology.
Key points
- Supermicro, Nokia and Nvidia will combine servers, radio software and accelerated computing to bring AI to 5G networks.
- ARC‑Pro with Grace C1 and RTX PRO 4500 GPUs offers up to 1.6 petaflops FP4 AI performance.
- Q1 2027 revenue outlook lifted to $18.5 billion‑$19.5 billion; gross margin raised to 12%‑12.5%; price target to $57.
Supermicro's ARC‑Pro system, built with Nvidia Grace C1 processors and RTX PRO 4500 Blackwell GPUs, can deliver up to 1.6 petaflops of FP4 AI performance. The larger ARC MGX 4U supports up to eight RTX PRO 6000 Blackwell GPUs. A dual‑Vera ARC MGX 2U is expected later this year, while ARC‑Pro will be tested in 2026 and generally available in the first half of 2027. No specific customer contracts or revenue tied to the effort were disclosed.
In its preliminary business update, Supermicro raised its first‑quarter fiscal (Q1) 2027 revenue outlook to $18.5 billion to $19.5 billion from a prior $14.5 billion to $15.5 billion, citing stronger demand for AI platforms, and lifted its gross‑margin range to 12%‑12.5% from 10.4%‑10.8%. Rosenblatt raised the price target to $57 from $51, and the stock was trading more than 12% higher in Wednesday's pre‑market.
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SMCI Teams Up With Nokia, Nvidia To Bring AI Computing To 5G Networks — Eyes AI-Native 6G Expansion
finance.yahoo.com · 21 October 2026
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