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 new rack-scale agentic AI infrastructure using Arm AGI CPUs, targeting higher performance-per-watt and data center efficiency.
Solutions include air- and liquid-cooled platforms that, according to Arm estimates, can deliver over 2x performance per rack and up to $10 billion CAPEX savings per gigawatt of AI capacity.
Supermicro (NASDAQ: SMCI), in close collaboration with AMD, will showcase the next-generation AMD Helios rack-scale AI platform at Computex.
The 72-GPU double-width Helios rack, built on Supermicro DCBBS architecture and AMD Instinct MI455X GPUs, targets large-scale AI training, inference, Sovereign AI, and LLM workloads with modular scalability, open networking, advanced security, and ROCm software integration.
Supermicro (NASDAQ: SMCI) introduced DCBBS Blueprints for the NVIDIA Vera Rubin NVL72 and NVIDIA HGX Rubin NVL8 platforms. The end-to-end designs scale AI factories from 5MW to 1GW, combining compute, storage, networking, DLC-2 liquid cooling, power distribution, management software, and services.
Each scalable unit supports 1,152 NVIDIA Rubin GPUs with 331TB of HBM4. Deployments are planned for the second half of 2026, aligned with NVIDIA Vera Rubin general availability.
Supermicro (NASDAQ:SMCI) launched 12 new X14 server platforms powered by Intel Xeon 6+ processors, targeting large-scale cloud and data centers. The systems feature up to 288 efficiency cores per socket and 576 E-cores per server, aiming to improve performance-per-watt, reduce TCO, and accelerate time-to-deployment.
Intel Xeon 6+ offers 2x core count, up to 17% higher IPC, 5x last-level cache, and 25% faster memory support versus prior generations. Platforms span Hyper, SuperBlade, FlexTwin, and GrandTwin families for cloud-native, virtualization, 5G analytics, and other throughput-intensive workloads.
Supermicro (NASDAQ: SMCI) reported cooperating with Taiwanese authorities to prevent illicit diversion of its server technology into the restricted China market.
According to Supermicro, this collaboration led to the arrest of three suspects and seizure of 50 deceptively acquired servers, underscoring export control and supply chain enforcement efforts.
Supermicro (NASDAQ: SMCI) announced that European AI cloud provider Verda is deploying its latest liquid-cooled, NVIDIA Blackwell-accelerated, rack-scale systems to power next-generation AI workloads across Europe, the US, and Asia.
The full-stack AI cloud runs on 100% renewable energy, reuses excess heat to help warm up to 15,000 homes, and targets large language models, multimodal AI, robotics, and enterprise AI applications.
Supermicro (Nasdaq: SMCI) will participate in three upcoming investor conferences in May and June 2026. Events include J.P. Morgan Global Technology, Media and Communications in Boston, Bank of America Global Technology in San Francisco, and Mizuho Technology in New York, featuring scheduled investor fireside chats.
Supermicro (NASDAQ: SMCI) appointed Matthew Thauberger as Chief Revenue Officer, overseeing global revenue across direct, channel, hyperscale, and strategic sales for its AI and infrastructure solutions.
Thauberger previously led strategy and business development at Supermicro; longtime sales leader Don Clegg will retire as Senior Vice President of Worldwide Sales.
Supermicro (NASDAQ: SMCI) appointed Vik Malyala as Chief Business Officer, responsible for partnerships and business development with major technology partners. The company also filed its Form 10-Q for the quarter ended March 31, 2026 and reiterated its fiscal 2026 outlook.
Third-quarter net sales more than doubled year-over-year to $10.2 billion, with gross margin rising to 9.9% from 6.3% in the prior quarter. Supermicro expects Q4 FY2026 net sales of $11.0–$12.5 billion and FY2026 net sales of $38.9–$40.4 billion.
Supermicro (NASDAQ: SMCI) reported unaudited Q3 FY2026 results for the quarter ended March 31, 2026. Net sales were $10.2 billion, gross margin 9.9%, and net income $483 million ($0.72 diluted). Cash and equivalents totaled $1.3 billion versus $8.8 billion of bank debt and convertible notes.
The company guided Q4 FY2026 net sales $11.0–$12.5 billion, GAAP EPS $0.53–$0.67, non-GAAP EPS $0.65–$0.79, and FY2026 net sales $38.9–$40.4 billion.