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.
Super Micro Computer develops and supplies application-optimized IT infrastructure for AI, cloud, storage, HPC, IoT, and 5G/edge environments. Its recurring news includes financial results, demand for datacenter infrastructure, and updates to its Data Center Building Block Solutions and Server Building Block Solutions portfolios, including servers, storage systems, rack-scale platforms, networking, power, cooling, and management technologies.
Company updates also cover product introductions for AI inferencing, enterprise compute, high-density liquid-cooled systems, Arm-based and OCP-compliant platforms, manufacturing and distribution capacity, and governance or compliance matters related to its public-company operations.
Supermicro (NASDAQ: SMCI) announced the completion of an internal investigation led by independent board members, supported by external legal and forensic accounting advisors, into certain customer transactions involving restricted products.
According to Supermicro, the investigation found no evidence that current senior management knew of any diversion of restricted products, nor that the company directly sold export-controlled products to known restricted parties or locations. The review also found no evidence that previously issued financial statements are unreliable based on the matters reviewed. Supermicro has taken personnel actions for failures to follow company policies and fully adopted board-recommended enhancements to its export compliance program, which are being implemented under oversight of the independent directors. The company stated it continues to cooperate with government authorities.
Super Micro Computer (Nasdaq: SMCI) announced participation in three upcoming investor conferences. The company will join the Oppenheimer 29th Annual Technology, Internet & Communications Conference on August 13, 2026 (virtual, 1x1s only), Citi 2026 Global TMT Conference on September 8, 2026 in New York with a 2:35 p.m. ET fireside chat, and Goldman Sachs Communacopia + Technology Conference 2026 on September 10, 2026 in San Francisco with a 10:10 a.m. PT fireside chat.
Supermicro (NASDAQ: SMCI) reported preliminary fourth quarter fiscal 2026 net sales of $11.1 billion, up from $10.2 billion in Q3'26 and $5.8 billion in Q4'25. GAAP gross margin rose to 17.5%, with net income of $1.18 billion and diluted EPS of $1.62; non-GAAP diluted EPS was $1.70. Q4 operating cash flow was $747 million with $25 million of capex and investments.
For fiscal 2026, net sales were $39.1 billion versus $22.0 billion in 2025, with GAAP net income of $2.2 billion (diluted EPS $3.26) and non-GAAP net income of $2.5 billion (non-GAAP EPS $3.63). Year-end cash was $7.5 billion and total bank debt plus convertible notes $8.7 billion. According to Supermicro, it generated more than $60 billion in new orders and entered fiscal 2027 with record backlog. The company guides Q1'27 revenue to $14.5–$15.5 billion and full-year 2027 revenue to $65–$72 billion.
Supermicro (NASDAQ: SMCI) announced its seventh annual Open Storage Summit, a 12-session virtual technical series presented with theCUBE, running from August 11 through September 3. The event convenes 38 experts from 21 technology companies, including AMD, DDN, Hammerspace, IBM, Intel, KIOXIA, MinIO, Nutanix, Scality, Solidigm, VAST Data, Western Digital, Crusoe, and Iron Mountain.
Sessions focus on AI inference, agentic AI, hybrid cloud storage, AI data platforms, context memory, unstructured data management, and cloud storage services, with practical guidance on building scalable, cost-efficient AI infrastructure using Supermicro’s Data Center Building Block Solutions (DCBBS) architecture.
Supermicro (NASDAQ: SMCI) announced an expanded, precision-engineered AI rack portfolio within its Data Center Building Block Solutions (DCBBS), targeting mission-critical, high-density AI data centers. The new series supports ORv3, NVIDIA Vera Rubin/GB300 (MGX), and EIA standard platforms, with 44OU, 48U, 48OU, and 52U configurations.
According to Supermicro, racks are factory pre-assembled, shock and vibration tested, and Plug-and-Play ready, with certified static load capacity up to 5,500 lb / 2,500 kg. The company reports manufacturing capacity of up to 3,000 racks per month, including 2,000 liquid-cooled units, optimized for advanced liquid cooling and rapid Time-to-Online (TTO) in global data centers.
Supermicro (NASDAQ: SMCI) introduced its next-generation H15 server portfolio powered by 6th Gen AMD EPYC 9006 Series CPUs, offering up to 256 cores/512 threads, 33% more cores, 2x PCIe bandwidth, 2.6x higher memory bandwidth, and a 1.7x generational CPU performance improvement based on SPECint Rate 2017, according to the company.
The portfolio spans Hyper, CloudDC, GrandTwin, FlexTwin, Petascale Storage, and SuperBlade systems, targeting cloud, enterprise, storage, HPC, and agentic AI workloads. Supermicro also expanded its AMD GPU-based offerings, including 5U PCIe GPU servers with up to ten AMD Instinct MI350P GPUs and the liquid‑cooled 72‑GPU Supermicro AMD Helios Platform using AMD Instinct MI455X GPUs, AMD Pensando networking, and the AMD ROCm software stack for large-scale AI training and inference.
Supermicro (NASDAQ: SMCI) issued a preliminary business update for Q4 fiscal 2026, ended June 30, 2026, and scheduled its earnings call for August 11, 2026 at 5:00 p.m. ET. Q4’26 revenues are estimated to be near the low end of prior guidance of $11.0–$12.5 billion. However, estimated GAAP and non-GAAP gross margins are now in the higher range of 15%–17%, compared with previous guidance of 8.2%–8.4%, mainly reflecting a favorable customer and product mix. The company reports that backlog reached record levels at fiscal year-end 2026, with new orders in excess of $60 billion received in Q4’26, expected to be delivered over future quarters. All figures are unaudited, preliminary, based on management estimates, and may change materially after final closing procedures.
Supermicro (NASDAQ: SMCI) announced an expansion of its Data Center Building Block Solutions (DCBBS) liquid cooling portfolio with ten Rear Door Heat Exchanger (RDHx) models for high-density AI and HPC infrastructure. The systems support cooling capacities from 10kW to 120kW per rack, with up to 240kW at rack level, and can serve as primary liquid cooling or integrate with Direct-to-Chip solutions.
The RDHx units mount to standard EIA, ORv3, and MGX racks, targeting both new and legacy data centers without major facility changes. According to Supermicro, integrated offerings can include accelerated systems, rack-scale integration, facility power and cooling, management software, and deployment services to improve density, efficiency, and total cost of ownership.
Supermicro (NASDAQ: SMCI) launched validated Kubernetes Edge AI appliances developed with Red Hat and Everpure. The turnkey systems combine Supermicro edge servers, Red Hat OpenShift, and the Portworx by Everpure data platform to deploy, manage, and scale AI inferencing across distributed edge locations with enterprise-grade availability and data protection.
StorMagic and Supermicro (NASDAQ: SMCI) announced a collaboration to deliver bundled, high-availability edge infrastructure for ROBO and small datacenter environments. Supermicro’s compact edge servers are combined with StorMagic SvHCI virtualization software to provide resilient, cost-effective, easy-to-manage IT infrastructure for distributed sites with limited space, power and IT staff.