Super Micro Computer Inc Stock Price, News & Analysis

Supermicro (SMCI) is expanding its enterprise AI solution portfolio for NVIDIA Blackwell Architecture in the European market, introducing over 30 solutions. The company offers systems designed for NVIDIA HGX B200, GB200 NVL72, and RTX PRO 6000 Blackwell Server Edition, featuring both air and liquid-cooled options. Key innovations include a new 4U front I/O liquid-cooled system with DLC-2 technology capable of removing 250kW of heat per rack. The portfolio supports NVIDIA Enterprise AI Factory validated designs and is future-ready for upcoming NVIDIA GB300 NVL72 and HGX B300 NVL8 transitions. Supermicro's comprehensive approach includes data center design consultation and professional deployment services, reducing typical deployment timelines from 12-18 months to as little as three months. The company's global manufacturing capabilities across San Jose, Europe, and Asia ensure timely delivery of liquid-cooled rack systems.

Ericsson and Supermicro have signed a Memorandum of Understanding to explore strategic collaboration aimed at accelerating Edge AI deployment. The partnership will combine Ericsson's 5G connectivity with Supermicro's Edge AI platforms to create commercial bundles that deliver advanced Edge AI capabilities and simplify procurement. The solution targets businesses in retail, factories, healthcare, and other sectors requiring low-latency AI applications. Supermicro offers various infrastructure products for Edge AI, from fanless devices to rackmount systems, while Ericsson provides wireless WAN solutions including 5G, SD-WAN, and security appliances. Key applications include retail checkout processing, industrial automation, traffic safety management, and healthcare operations.

Supermicro (NASDAQ: SMCI) has announced it is accepting orders for enterprise AI systems featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. The company is offering a portfolio of over 20 systems optimized for enterprise AI factory workloads, including AI inference, development, generative AI, and graphics rendering. Supermicro's new systems will serve as building blocks for NVIDIA Enterprise AI Factory validated designs, integrating NVIDIA Spectrum-X networking and AI Enterprise software. A key highlight is the new SYS-212GB-NR, a 4-GPU single-socket system based on NVIDIA MGX reference design, designed for edge AI deployment. The product lineup includes various configurations from 5U PCIe systems supporting up to 10 GPUs to compact edge-optimized systems and SuperBlade solutions offering up to 120 GPUs per rack.

Supermicro (SMCI) has entered into a strategic partnership with DataVolt to construct hyperscale AI campuses in Saudi Arabia. The collaboration, valued at a minimum of $20 billion, focuses on delivering Supermicro's advanced AI systems with direct liquid cooling technology (DLC-2) powered by renewable energy. The partnership will accelerate the deployment of Supermicro's ultra-dense GPU platforms, storage, and rack PnP systems.

Key highlights include Supermicro's liquid cooling solutions that reduce power costs by up to 40%, lower TCO by up to 20%, and improve data center efficiency. The company will provide a comprehensive IT solution including AI servers, networking, storage, racks, and cooling technologies. The partnership is subject to final definitive agreements.

Supermicro (NASDAQ: SMCI) has unveiled its Data Center Building Block Solutions (DCBBS), a comprehensive solution for building liquid-cooled AI data centers. The solution enables rapid deployment within three months and includes servers, storage, networking, rack, liquid cooling, software, services, and support. DCBBS features a 256-node AI Factory package equipped with up to 2,048 NVIDIA Blackwell GPUs and up to 800Gb/s networking. The solution's DLC-2 technology delivers significant improvements, including up to 40% power savings, 60% reduced footprint, and 40% lower water consumption, resulting in 20% lower TCO. Supermicro's solution offers customization at system, rack, and data center levels, supported by comprehensive services including design, validation, deployment, and ongoing support with a 4-hour response time option.

Supermicro (SMCI) has unveiled DLC-2, its next-generation Direct Liquid Cooling solution, offering significant improvements in data center efficiency. The technology promises up to 40% power savings and 20% reduction in total cost of ownership (TCO) compared to air-cooled installations. Key features include support for warmer liquid inflow temperatures up to 45°C, reducing water consumption by 40% and eliminating the need for chillers. The solution incorporates a GPU-optimized server housing eight NVIDIA Blackwell GPUs and two Intel Xeon 6 CPUs in a 4U form factor. DLC-2's comprehensive cold plate coverage enables quieter operation at ~50dB and captures up to 98% heat per server rack. The system includes an enhanced Coolant Distribution Unit capable of removing 250kW of heat per rack, and is fully integrated with Supermicro SuperCloud Composer software for data center management.

Supermicro has launched new servers featuring AMD EPYC 4005 Series processors, including the innovative MicroCloud multi-node solution. The MicroCloud offers up to 10 physically separated server nodes per chassis in a 3U form factor, delivering 3.3x more density than traditional 1U servers. Key features include: - Up to 2080 cores per 42U rack - TDP as low as 65W per server - AMD EPYC 4005 processors with up to 16 cores and 5.7 GHz clock speeds - Support for dual-channel DDR5 memory (up to 192GB) - 28 lanes of PCIe Gen 5 expandability The solution targets dedicated hosting markets, cloud gaming, and content delivery networks, optimizing space, energy, and cost efficiency for enterprise and SMB customers.

Supermicro (NASDAQ: SMCI), a Total IT Solution Provider specializing in AI, Cloud, Storage, and 5G/Edge solutions, has announced its participation in four major upcoming investor conferences in May and June 2025. The company will be conducting one-on-one meetings at these events, which include:

- J.P. Morgan Global Technology, Media and Communications Conference in Boston (May 13)
- CJS Securities Virtual Conference (May 14)
- Bank of America Securities Global Technology Conference in San Francisco (June 3)
- Mizuho Technology Conference in New York (June 10)

Supermicro (SMCI) reported its Q3 FY2025 financial results with net sales of $4.60 billion, down from $5.68 billion in Q2'25 but up from $3.85 billion in Q3'24. The company experienced a significant decline in profitability, with net income dropping to $109 million from $321 million in Q2'25 and $402 million in Q3'24. Gross margin decreased to 9.6% from 11.8% in Q2'25. The company noted customer delays in platform decisions but expects commitments to materialize in upcoming quarters. Supermicro updated its FY2025 revenue guidance to $21.8-22.6 billion, down from previous $23.5-25.0 billion. For Q4 FY2025, the company projects net sales of $5.6-6.4 billion with non-GAAP EPS of $0.40-0.50.