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) launched a shared AI inference storage solution with IBM and NVIDIA that stores previously computed context for reuse. The system combines Supermicro Petascale servers, IBM Storage Scale, NVIDIA Dynamo inference software and Spectrum-X Ethernet networking. Its persistent key-value (KV) cache stores intermediate AI processing states outside local graphics processing unit (GPU) memory, reducing repeated computation.
Joint Supermicro and NVIDIA testing using a 120-billion-parameter language model showed up to 56x faster time-to-first-token, the wait before a response begins, at 130,000-token prompts. As prompts grew from 30,000 to 130,000 tokens, that wait increased by 0.377 seconds with the cache versus 29.55 seconds without it. Supermicro says its factory rack integration and on-site services can cut deployment time from weeks to days.
Smartbird (NASDAQ: BIRD) announced a collaboration with Supermicro to deliver dedicated, fully managed AI infrastructure tailored to enterprise workloads. The collaboration combines Supermicro's computing platforms and rack-scale infrastructure expertise with Smartbird's infrastructure services.
Smartbird plans to use Supermicro's technologies to design, deploy, and operate customer-specific AI clusters. The collaboration is intended to support deployments ranging from systems for specific applications to large-scale computing environments. Smartbird will oversee design, procurement, integration, deployment, and ongoing operations.
Supermicro (NASDAQ: SMCI) reported preliminary first-quarter fiscal 2027 net sales of $19.9 billion, up from both comparison quarters. Sales compared with $11.1 billion in Q4 FY2026 and $5.0 billion a year earlier. GAAP net income reached $1,594 million, versus $1,178 million and $168 million, respectively; diluted earnings per share rose to $1.75 from $1.62 and $0.26. Gross margin was 12.7%, down from 17.5% sequentially but above 9.3% a year earlier.
Operating cash use was $434 million. At September 30, 2026, cash and equivalents totaled $6.9 billion, against $8.6 billion in bank debt and convertible notes. Supermicro expects Q2 FY2027 sales of $19.5 billion–$21.5 billion and GAAP diluted earnings per share of $1.59–$1.83. Its full-year sales outlook is $72.0 billion–$82.0 billion. Financial closing procedures remain incomplete, and final results may differ.
Supermicro (Nasdaq: SMCI) is entering a collaboration with SambaNova to build and sell AI inference systems combining both companies’ technologies.
The collaboration initially plans for 10,000 SambaNova SN50 chips, which will operate alongside NVIDIA GPUs in Supermicro’s Data Center Building Block Solutions portfolio. Supermicro will integrate, test, deliver and support the systems, including on-site service. SambaNova engineers will prepare and tune AI models for SN50 and assist with deployments. The companies plan to start with cloud infrastructure providers and sovereign clouds, then expand to enterprises running AI in their own data centers.
Supermicro (NASDAQ: SMCI) introduced the NVIDIA Vera CPU rack, adding a liquid-cooled platform for agentic AI to its data center portfolio. The rack integrates 256 NVIDIA Vera CPUs, with 22,528 cores and 45,056 threads, and supports up to 22,500 concurrent agent sandboxes, isolated environments where AI agents execute tasks. It is available to quote now.
The rack can operate independently or alongside Supermicro's now-shipping NVIDIA Vera Rubin NVL72. Its third-generation NVIDIA MGX architecture supports common infrastructure, with traditional AC power or an optional 800 VDC sidecar power rack supporting battery backup units. NVIDIA OpenShell and BlueField-4-based monitoring provide runtime policy controls for agents. Supermicro also offers site surveys, design, integration and testing, deployment, and ongoing support.
Supermicro (NASDAQ: SMCI) is working with Nokia to deploy AI-enabled radio access networks from distributed cell sites to centralized network hubs. The solution combines Supermicro infrastructure, Nokia radio network technology and the NVIDIA Aerial RAN Computer platform to support AI services closer to users.
Supermicro's servers for the platform are generally available now, with specific configurations following later schedules. The ARC MGX 2U with dual Vera processors will be available later in 2026. The 2U ARC-Pro is planned for customer testing later in 2026, with general availability planned for the first half of 2027.
Nutanix (NTNX) and Super Micro Computer (SMCI) announced plans to expand their collaboration with a jointly engineered infrastructure solution for private AI inference.
The planned system combines Nutanix Agentic AI and Nutanix Cloud Platform software with Supermicro servers, NVIDIA GPUs and NVIDIA Spectrum-X networking. The companies intend the offering to reduce configuration and integration work and help enterprises control the cost per token, a unit of AI model output. Availability is planned for early 2027 through Supermicro and its channel partners.
Supermicro (NASDAQ: SMCI) estimates first-quarter fiscal 2027 revenue above its prior guidance, with gross margin also expected to exceed guidance.
For the quarter ended September 30, 2026, preliminary revenue is $18.5 billion to $19.5 billion, versus guidance of $14.5 billion to $15.5 billion. Supermicro attributes the increase primarily to AI platform demand and estimates gross margin of 12.0% to 12.5%, versus guidance of 10.4% to 10.8%, primarily reflecting customer and product mix. The unaudited estimates remain subject to revision during financial closing; actual results may differ materially. The earnings call is scheduled for November 3, 2026, at 5:00 p.m. ET.
Super Micro Computer (SMCI) appointed Mark Long as Senior Vice President and Chief Financial Officer, effective immediately, reporting directly to CEO Charles Liang.
Long succeeds David Weigand, who will assist with the transition and shift his focus to helping optimize and accelerate the business. Long previously served as Chief Financial Officer and Chief Strategy Officer of Western Digital, overseeing financial management, investor relations and corporate strategy. He also co-founded Prime Impact Capital and held strategy and corporate development roles at Hitachi Global Storage Technologies. The appointment followed an extensive search process.
Supermicro (SMCI) expanded its Open Compute Project portfolio with accepted systems, racks and rear door heat exchangers for rack-scale deployments. The solutions are available now and can be incorporated into complete rack- and cluster-scale deployments through its Data Center Building Block Solutions offering.
The portfolio combines compute, networking, power, liquid cooling and management software. ORv3 and ORW racks use centralized 48V DC power, while rear door heat exchangers provide 10 kW to 120 kW of cooling capacity. Supermicro says the integrated approach helps customers simplify deployment and shorten the time needed to bring infrastructure online.