Super Micro Computer Inc Stock Price, News & Analysis

Supermicro (NASDAQ:SMCI) launched a new 10U air-cooled AI server featuring AMD Instinct MI355X GPUs, announced Nov 19, 2025. The system is built on Supermicro's Data Center Building Block® (DCBBS) architecture and is shipping now.

Key specs: up to 4x generation-on-generation AI compute improvement, up to 35x inferencing leap, 288GB HBM3e per GPU, 8TB/s bandwidth, and a TDP increase from 1000W to 1400W to enable double-digit performance gains versus the 8U MI350X air-cooled system.

Supermicro (SMCI) on November 18, 2025 announced new turnkey AI Factory cluster solutions built on NVIDIA Enterprise Reference Architectures and NVIDIA Blackwell GPUs to simplify deployment of AI at scale. Solutions are validated by Supermicro and delivered as full-stack racks including the NVIDIA software stack (NVIDIA AI Enterprise, Omniverse, Run:ai) and NVIDIA Spectrum-X Ethernet. Preconfigured cluster sizes span from 4 nodes / 32 GPUs to 32 nodes / 256 GPUs, tested up to L12 multi-rack, and include integrated cabling and optional storage systems supporting NVIDIA AI Data Platform designs. Supermicro is taking orders for 4-, 8-, and 32-node configurations with RTX PRO 6000 Blackwell Server Edition or HGX B200 GPUs to accelerate time-to-online for AI development and production.

Supermicro (NASDAQ:SMCI) announced its showcase at Supercomputing 2025 on November 17, 2025, highlighting AI, HPC, and liquid-cooled data center solutions.

Key exhibits include rack-scale NVIDIA GB300 NVL72 (72 Blackwell Ultra GPUs, 36 Grace CPUs, 279GB HBM3e per GPU), 4U HGX B300 liquid-cooled racks, 1U GB200 NVL4 nodes, Super AI Station desktops, liquid-cooled SuperBlade and FlexTwin platforms, and density-optimized MicroBlade and BigTwin systems. The company emphasized its DCBBS architecture and direct liquid cooling with Rear Door Heat Exchangers (50kW/80kW), Sidecar CDUs up to 200kW, and closed-loop water/dry towers to improve efficiency, scalability, and time-to-online for enterprise AI and HPC deployments.

Supermicro (NASDAQ: SMCI) reported unaudited results for Q1 FY2026 ended Sept 30, 2025: net sales $5.0B, gross margin 9.3%, net income $168M and diluted EPS $0.26 (non-GAAP EPS $0.35).

Operating cash flow used was $918M and capex was $32M. Cash and equivalents were $4.2B versus total bank debt and convertible notes of $4.8B. The company cited > $13B in Blackwell Ultra orders and reiterated FY2026 revenue expectation of at least $36B.

Q2 FY2026 guidance: net sales $10.0B–$11.0B, GAAP EPS $0.37–$0.45, non-GAAP EPS $0.46–$0.54. Webcast scheduled Nov 4, 2025.

Supermicro (NASDAQ: SMCI) announced on Oct 29, 2025 the creation of Super Micro Federal LLC to accelerate expansion into the U.S. federal market. The subsidiary will deliver AI-ready, high-performance and energy-efficient data center IT solutions that are developed, manufactured, validated and tested in the USA, with manufacturing operations in Silicon Valley, California.

The effort emphasizes domestic engineering, faster time-to-market for federal deployments, potential new U.S. manufacturing facilities, and a focus on supplying government agencies with full stack Data Center Building Block Solutions.

Supermicro (SMCI) announced expanded collaboration with NVIDIA and U.S.-based manufacturing for government-optimized AI infrastructure on Oct 28, 2025. Key moves include planned delivery of NVIDIA Vera Rubin NVL144 and NVL144 CPX platforms in 2026, a compact 2OU HGX B300 8-GPU system enabling up to 144 GPUs per rack, and a deskside Super AI Station delivering up to 20 PFLOPS and support for models to 1 trillion parameters. Supermicro emphasizes San Jose manufacturing that is TAA-compliant and Buy American Act-capable and notes support for new NVIDIA networking DPUs and SuperNICs for gigascale AI factories.

Supermicro (SMCI), together with Intel, Micron and KX Software, announced record-breaking audited STAC-M3 benchmark results on Oct 28, 2025, for time-series trading workloads.

The six-system 12U Supermicro Petascale configuration using Intel Xeon 6 CPUs, Micron 9550 NVMe SSDs and kdb+ 4.1 set new world records on 19 of 24 Kanaga mean-time response tests (including all 10 of 10 Kanaga 50/100 user benchmarks), 3 of 5 Kanaga throughput records, and 3 of 3 Antuco 50/100 user records.

Highlights include a 36% faster 100-user benchmark, 62% fewer CPU cores used vs prior holder, and a tested storage capacity of 1.6 PiB (over six times the next highest record).

Supermicro (NASDAQ: SMCI) introduced a 6U 20-node MicroBlade powered by AMD EPYC 4005 series CPUs on October 23, 2025, targeting cloud service providers, hosting, VDI, AI inference and enterprise workloads.

Key specs: 20 blades per 6U, dual-port 10GbE switches, up to 160 servers (2,560 CPU cores) per 48U rack, support for single EPYC 4005 CPU (up to 16 cores/32 threads, 65W TDP), 192GB DDR5, dual-slot FHFL GPU, Titanium-level 96% efficient power supplies, and N+N redundancy.

Claims include 3.3x higher density, 95% cable reduction, 70% space savings, and 30% energy savings versus traditional 1U servers, with integrated management (IPMI, Redfish) and AMD Infinity Guard/TPM 2.0 security.

Supermicro (Nasdaq: SMCI) provided a Q1 FY2026 business update for the quarter ended September 30, 2025 and scheduled an earnings call for November 4, 2025 at 5:00 PM EST. The company said recent design wins exceed $12 billion with requested delivery in Q2 FY2026 and that some upgraded design wins pushed expected Q1 revenue into Q2.

Supermicro reported preliminary estimated Q1 revenue of $5.0 billion versus prior guidance of $6–7 billion and reiterated FY2026 revenue of at least $33 billion. New AI liquid-cooled products (e.g., Nvidia GB300, B300, RTX Pro, AMD 355X LC) are starting to ship. The company cautioned the revenue figure is preliminary and unaudited and may change.