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Super Micro Computer Inc Stock Price, News & Analysis

SMCI Nasdaq

Welcome to our dedicated page for Super Micro Computer news (Ticker: SMCI), a resource for investors and traders seeking the latest updates and insights on Super Micro Computer stock.

News and updates for Super Micro Computer, Inc. (NASDAQ: SMCI) focus heavily on its role as a Total IT Solution Provider for AI/ML, HPC, cloud, storage, and 5G/edge infrastructure. Company announcements frequently highlight new systems, platforms, and collaborations that expand its application-optimized IT portfolio across data centers, edge environments, and client systems.

Readers following SMCI news can expect coverage of AI infrastructure launches, including rack-scale and data center-scale solutions based on NVIDIA platforms such as Vera Rubin, Rubin, and Blackwell architectures. Supermicro regularly reports on liquid-cooled and air-cooled GPU systems, blade servers, and high-density platforms designed for AI training, inference, and other compute-intensive workloads.

News items also describe edge and retail-focused deployments, where Supermicro’s Edge AI infrastructure is used in intelligent retail stores, supply chains, and other distributed environments. These stories often involve ecosystem partners demonstrating AI-powered applications for loss prevention, digital twins, AI agents, and customer analytics, built on Supermicro’s edge systems.

In addition, SMCI news includes updates on new product families and portfolio expansions, such as SuperBlade, MicroBlade, 1U and 2U rackmount platforms, 5U GPU systems, and petascale storage solutions. The company also announces participation in industry events and investor conferences, where it showcases its AI-optimized systems and Data Center Building Block Solutions.

Investors and technology professionals can use this news feed to monitor product introductions, strategic collaborations, financing developments, and event participation that relate to Supermicro’s AI, cloud, storage, and edge computing strategy. Bookmark this page to access an ongoing record of SMCI’s announcements and press releases.

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Super Micro Computer (Nasdaq: SMCI) will participate in three investor conferences in March 2026, offering 1x1 meetings with institutional investors. Meetings are scheduled at the Morgan Stanley TMT Conference on March 2 in San Francisco, Keybanc Emerging Technology Summit on March 3 in San Francisco, and Loop Capital on March 10 in New York.

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Supermicro (NASDAQ: SMCI) reported unaudited Q2 FY2026 results for quarter ended December 31, 2025: net sales $12.7B, gross margin 6.3%, net income $401M, diluted EPS $0.60, and non-GAAP diluted EPS $0.69. Cash and equivalents were $4.1B versus total bank debt and convertible notes of $4.9B. The company expects Q3 net sales of at least $12.3B and FY2026 net sales of at least $40.0B, with GAAP EPS guidance of at least $0.52 and non-GAAP EPS of at least $0.60.

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Supermicro (NASDAQ: SMCI) will report its second quarter fiscal 2026 financial results on Tuesday, February 3, 2026 and will host a conference call at 5:00 p.m. ET / 2:00 p.m. PT.

The event will be webcast live at https://ir.supermicro.com. A replay will be posted shortly after the call at the same URL and will remain available for one year.

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Supermicro (NASDAQ: SMCI) announced a set of AI-powered in-store retail solutions and partner collaborations on January 11, 2026 to enable edge-deployed intelligent stores that deliver real-time video analytics, loss prevention, digital twins, AI agents, and customer analytics.

Products include fanless E103 and small-form-factor E300 edge systems plus GPU-capable 1U–4U platforms supporting NVIDIA RTX PRO Blackwell series. Partners named: Everseen, WobotAI, LiveX, Kinetic Vision, ALLSIDES, Superb AI, and Aible. Demonstrations run at NRF: Retail's Big Show, Jan 11–13, booth #5281.

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Supermicro (Nasdaq: SMCI) entered into a definitive credit agreement establishing a $2.0 billion senior revolving credit facility with JPMorgan Chase Bank as administrative agent and a syndicate of lenders.

The facility has a maturity date of 12/29/2030 and permits borrowings for working capital, letters of credit, and other general corporate purposes. Obligations under the agreement are secured and subject to customary representations, warranties, covenants, and events of default.

The company said the facility provides additional financial flexibility to support operations and growth initiatives and referenced the full credit agreement filed as an exhibit to its Form 8-K.

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AZIO AI (proposed combination with Envirotech Vehicles, NASDAQ: EVTV) announced new strategic investor interest as it advances a proposed merger and related equity transactions with EVTV on January 6, 2026. The company said investors indicated an implied purchase price of $3.00 per share, subject to final term sheets, definitive agreements, and customary closing conditions. AZIO AI plans to use the public-company platform to access capital-markets flexibility and accelerate global AI data-center deployments with partners including Super Micro Computer (NASDAQ: SMCI) across the United States, Asia, Southeast Asia, and South Asia. Additional transaction milestones and investor details are expected in the coming days and weeks.

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Supermicro (SMCI) unveiled a new portfolio of desktop, edge, and client AI systems on Jan 6, 2026, spotlighting the Super AI Station and multiple GPU-ready workstations and compact edge platforms.

Key technical highlights include a deskside Super AI Station claiming more than 5x AI PFLOPS versus traditional PCIe GPU workstations and 775GB coherent memory; Intel Xeon 6 SoC–based SYS-542T-2R with 2x 100GbE and media transcoding; an AMD-based slim AI PC for client markets; three AMD EPYC 4005 edge systems with up to 16 cores; and a fanless Intel Core Ultra platform delivering up to 180 platform TOPS for robotics and edge AI.

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Supermicro (NASDAQ: SMCI) announced expanded US-based manufacturing capacity and enhanced liquid-cooling solutions to accelerate deployment of NVIDIA Vera Rubin NVL72 and NVIDIA HGX Rubin NVL8 platforms on Jan. 5, 2026.

The announcement highlights a rack-scale NVL72 SuperCluster with 72 Rubin GPUs, 36 Vera CPUs, 3.6 exaflops NVFP4, 1.4 PB/s HBM4 bandwidth, and advanced warm-water in-row CDU liquid-cooling. It also details a 2U HGX Rubin NVL8 8-GPU system delivering 400 petaflops NVFP4 and 176 TB/s HBM4 bandwidth. Supermicro positions its Data Center Building Block Solutions and Direct Liquid Cooling to enable faster, customizable, rack-scale AI deployments with NVIDIA interconnects and Spectrum-X networking options.

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Supermicro (NASDAQ: SMCI) introduced the SBI-622BA-1NE12-LCC 6U SuperBlade on Jan 1, 2026, a high-density blade chassis powered by dual Intel Xeon 6900 Series processors (up to 256 P-cores per blade; up to 128 P-cores per CPU).

The design supports direct liquid cooling and air cooling, fits a standard 19-inch rack at 32-inch depth, reduces cabling by up to 93%, and lowers footprint by up to 50%. A 6U enclosure holds up to 10 blades, enabling up to 25,600 cores per rack and support for memory up to 3TB DDR5 per blade plus multiple NVMe and E1.S drives and 400G networking options.

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Azio AI (NASDAQ: SMCI) said it is participating in early-stage technical discussions to support the Philippines' modernization and restructuring of the Maharlika Investment Fund and Maharlika Investment Corporation as part of the 2024–2025 planning cycle.

The company described work on evaluating GPU-based AI data centers, sovereign compute architectures, and modular deployment models, and noted its role as a certified distributor of Supermicro and NVIDIA platforms.

Azio AI framed the engagement as non-binding and subject to definitive agreements, regulatory approvals, and corporate governance, and said it will continue technical evaluations as Philippine authorities advance MIF restructuring toward 2025 objectives.

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FAQ

What is the current stock price of Super Micro Computer (SMCI)?

The current stock price of Super Micro Computer (SMCI) is $30.43 as of February 12, 2026.

What is the market cap of Super Micro Computer (SMCI)?

The market cap of Super Micro Computer (SMCI) is approximately 19.2B.
Super Micro Computer Inc

Nasdaq:SMCI

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SMCI Stock Data

19.19B
498.42M
16.62%
52.13%
15.99%
Computer Hardware
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