Super Micro Computer Inc Stock Price, News & Analysis

Supermicro (NASDAQ: SMCI) announced Dec 9, 2025 the commercial availability of new liquid-cooled NVIDIA HGX B300 systems in two form factors: a 4U Front I/O 19-inch EIA rack design and a compact 2-OU (OCP) 21-inch Open Rack V3 design.

Key facts: the 2-OU OCP platform supports up to 144 GPUs per rack (18 nodes), the 4U EIA option enables up to 64 GPUs per rack, each system can house NVIDIA Blackwell Ultra GPUs at up to 1,100W TDP, and systems deliver 2.1TB HBM3e GPU memory per system. DLC-2 liquid cooling captures up to 98% of system heat and the designs target up to 40% power savings and fabric throughput up to 800Gb/s.

Super Micro Computer (SMCI) announced new AI-optimized servers and edge systems and is showcasing them at Supermicro INNOVATE! 2025 in Madrid.

Key highlights include systems using NVIDIA HGX B300 and GB300 NVL72 rack-scale GPUs, new edge platforms with Intel Xeon 6 SoC, NVIDIA Jetson Orin NX, and a short-depth 1U using NVIDIA Grace C1. Products ship worldwide from manufacturing sites in the US, Netherlands, Taiwan, and Malaysia. Many systems offer liquid cooling that can reduce data center power consumption by up to 40%. New models target AI training, edge inference, telco RAN, and high-density GPU and storage use cases.

Super Micro Computer (Nasdaq: SMCI) announced participation in three investor events in December 2025: the UBS Global Technology and AI Conference (Dec 1-2, 2025 in Scottsdale, AZ; 1x1 meetings only), the Raymond James TMT & Consumer Conference (Dec 8, 2025 in New York, NY; fireside chat at 1:40pm ET), and the Barclays Global Technology Conference (Dec 11, 2025 in San Francisco, CA; fireside chat at 9:50am PT).

These appearances give investors opportunities for direct management engagement via meetings and scheduled fireside chats during the specified dates and locations.

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.