Super Micro Computer Inc Stock Price, News & Analysis

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.

Super Micro Computer (NASDAQ:SMCI) on Oct 14, 2025 launched Data Center Building Block Solutions (DCBBS), a new business line offering end-to-end data center infrastructure, management software, and professional services.

DCBBS bundles servers, storage, networking, liquid-cooling (cold plates, CDUs, RDHx), power shelves, BBUs, generators and transformers, plus SuperCloud management (SCC/SCAC/SCDX/SCD) and factory-tested rack/cluster validation to reduce time-to-online. Supermicro cites liquid-cooling that can reduce power consumption by up to 40% and cold plates that remove up to 98% heat. Product specs include in-rack CDUs up to 250 kW, in-row cooling to 1.8 MW, L2A sidecars to 200 kW, and SuperCloud Composer managing 20K+ hosts.

Hitachi Vantara and Supermicro (SMCI) announced a strategic collaboration on Oct 9, 2025 to combine Supermicro GPU/AI compute with Hitachi Vantara's VSP One unified storage and Hitachi iQ data orchestration for enterprise AI, GenAI and data lakehouse initiatives.

The agreement would let Supermicro resell VSP One and allow Hitachi Vantara to sell Supermicro servers, GPUs and systems through global channels, aiming to reduce data movement, improve performance for AI training and streamline hybrid cloud deployments.

Lambda has achieved a significant milestone by deploying the first hydrogen-powered NVIDIA GB300 NVL72 systems at ECL's Mountain View facility. The Supermicro-built systems, each consuming 142 kW of compute power, represent a breakthrough in sustainable AI infrastructure deployment.

The implementation features zero-water and zero-emissions operations, utilizing hydrogen fuel cells and direct-to-chip liquid cooling systems. Lambda has expanded its presence at ECL's facility from 50% to 100%, demonstrating strong confidence in hydrogen-based energy for AI computing. The 4,000-pound systems were integrated into the data center in just two hours, setting a new benchmark for advanced system deployment.

Supermicro (NASDAQ:SMCI) announced several new AI-optimized servers and systems at their INNOVATE! event in Madrid. The company is expanding its EMEA presence and showcasing new products featuring NVIDIA HGX B300 GPUs, NVIDIA GB300 NVL72 solutions, and systems with Intel Xeon 6 SoC processors.

Key new products include the ARS-111L-FR short-depth system with NVIDIA Grace C1 CPU, the ARS-E103-JONX compact fanless system with NVIDIA Jetson Orin NX, and the SYS-212D-64C-FN8P featuring Intel Xeon 6 SoC processor. The company's liquid cooling solutions can reduce data center power consumption by up to 40%.