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) 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.
Odine and Supermicro (SMCI) announced a strategic partnership to advance AI infrastructure in Türkiye. Odine becomes Supermicro's partner in Türkiye, focusing on deployment and operation of NVIDIA-validated, high-performance GPU systems and AI factory solutions.
The collaboration targets multi-cloud management, data sovereignty-focused architectures, AI data center management, and next-generation infrastructure orchestration. It aims to support AI factories, 5G and Edge-driven real-time data processing, and high-performance computing across telecom, finance, retail, defense, and the public sector.
Supermicro (NASDAQ: SMCI) expanded its Intel-powered edge AI solutions, adding systems with Intel Core Ultra Series 3 and Core Series 2 processors plus Intel Arc Pro B-series GPUs.
The portfolio targets low-latency, power-efficient AI inference for retail, manufacturing, security, transportation, and logistics, with options from fanless industrial systems to short-depth 1U servers and a compact AI mini tower.
Supermicro (NASDAQ: SMCI) introduced a Data Center Building Block Solutions (DCBBS) Blueprint for HPC and AI based on the NVIDIA Vera Rubin NVL4 platform. A 3.2MW Scalable Unit supports up to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs in eight liquid-cooled racks.
The design includes DLC-2 direct liquid cooling (up to 362 kW per rack), NVIDIA Quantum-X800 InfiniBand networking, and integrated power distribution. Supermicro provides end-to-end services from site survey and design to manufacturing, delivery, on-site deployment, and support for research and supercomputing centers.
Supermicro (NASDAQ: SMCI) priced concurrent equity and equity-linked offerings and expanded its ATM program, for potential total equity proceeds of up to $7.0 billion. The company will sell 45,454,545 common shares at $27.50, 75,000,000 depositary shares at $50 each, and may sell up to $1.25 billion via ATM.
Net proceeds of about $4.9 billion from the underwritten deals plus future ATM sales are intended primarily to fund components for roughly $39 billion of recent advanced AI server orders and for general corporate purposes.
Supermicro (NASDAQ: SMCI) announced proposed equity and equity-linked financings totaling an expected $7.0 billion to help fund component purchases for approximately $39 billion of recent AI server orders from over 20 customers.
The plan includes $5.0 billion of concurrent underwritten offerings and an up to $2.0 billion at-the-market common stock program expected to start no earlier than Q3 2026.
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.