Super Micro Computers — a top player in the AI infrastructure space — has seen its shares draw investors’ attention. 

In tandem with the rise in the share price, some exchange-traded funds, or ETFs, may benefit from having exposure to Super Micro.

Investors looking to cash in on Supermicro's AI-driven growth can consider the following ETFs:

VanEck Semiconductor ETF ( SMH ) : This fund focuses on semiconductor giants like Nvidia ( NVDA ) , which directly benefits from Super Micro's AI server demand. As SMCI integrates more Nvidia Blackwell GPUs into its systems, both companies stand to gain.

Global X Robotics & Artificial Intelligence ETF : This fund focuses on AI, automation, and robotics stocks, such as those working in AI inferencing and edge computing. Super Micro’s strong, compact AI systems and enterprise AI clusters can power growth for this ETF.

iShares Expanded Tech-Software Sector ETF : This fund choosing software-based AI firms, such as cloud computing and HPC companies reliant on Super Micro’s AI platform. An increased AI-driven demand might pull IGV up indirectly.

Also Read: 10 Analysts Have This To Say About Super Micro Computer

Supermicro's AI Expansion: Super Micro has recently made an AI infrastructure move with Eviden to distribute its AI SuperCluster with NVIDIA GB200 NVL72 throughout Europe, India, the Middle East, and South America. This high-end AI system comes with 36 NVIDIA Grace CPUs and 72 Blackwell GPUs. It’s designed for training and inferencing trillion-parameter AI models, which is one of the primary requirements for AI-centric businesses.

Aside from that, Supermicro is venturing into real-time AI inferencing with its new edge computing solutions. Supermicro has launched new small form-factor AI systems based on the new Intel Xeon 6 SoC (Granite Rapids-D) and 15th Gen Intel Core Ultra processors featuring integrated Neural Processing Units (NPUs) for AI acceleration.

Cautious Optimism: Despite its technological advancements, Wall Street remains cautious about Super Micro due to regulatory compliance problems, such as delayed filings. But Rosenblatt Securities has resumed coverage with a buy rating and a $60 price target, indicating renewed optimism, Market Watch said.

Analyst Kevin Cassidy is looking for an increase in the company’s price-to-earnings multiple as Super Micro "hits its revenue targets and gross margins expand, as long as there are no more delayed filings."

As Super Micro keeps expanding into AI, its position in enterprise AI, edge computing, and AI server infrastructure places it at the forefront of the AI revolution. Investors who want to ride this AI growth can tap into ETFs such as SMH, BOTZ, and IGV, which offer diversified exposure to Super Micro’s rally and the overall AI hardware market.

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