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) provided a Q1 FY2026 business update for the quarter ended September 30, 2025 and scheduled an earnings call for November 4, 2025 at 5:00 PM EST. The company said recent design wins exceed $12 billion with requested delivery in Q2 FY2026 and that some upgraded design wins pushed expected Q1 revenue into Q2.
Supermicro reported preliminary estimated Q1 revenue of $5.0 billion versus prior guidance of $6–7 billion and reiterated FY2026 revenue of at least $33 billion. New AI liquid-cooled products (e.g., Nvidia GB300, B300, RTX Pro, AMD 355X LC) are starting to ship. The company cautioned the revenue figure is preliminary and unaudited and may change.
Super Micro Computer (NASDAQ:SMCI) on Oct 14, 2025 launched Data Center Building Block Solutions (DCBBS), a new business line offering end-to-end data center infrastructure, management software, and professional services.
DCBBS bundles servers, storage, networking, liquid-cooling (cold plates, CDUs, RDHx), power shelves, BBUs, generators and transformers, plus SuperCloud management (SCC/SCAC/SCDX/SCD) and factory-tested rack/cluster validation to reduce time-to-online. Supermicro cites liquid-cooling that can reduce power consumption by up to 40% and cold plates that remove up to 98% heat. Product specs include in-rack CDUs up to 250 kW, in-row cooling to 1.8 MW, L2A sidecars to 200 kW, and SuperCloud Composer managing 20K+ hosts.
Hitachi Vantara and Supermicro (SMCI) announced a strategic collaboration on Oct 9, 2025 to combine Supermicro GPU/AI compute with Hitachi Vantara's VSP One unified storage and Hitachi iQ data orchestration for enterprise AI, GenAI and data lakehouse initiatives.
The agreement would let Supermicro resell VSP One and allow Hitachi Vantara to sell Supermicro servers, GPUs and systems through global channels, aiming to reduce data movement, improve performance for AI training and streamline hybrid cloud deployments.
Lambda has achieved a significant milestone by deploying the first hydrogen-powered NVIDIA GB300 NVL72 systems at ECL's Mountain View facility. The Supermicro-built systems, each consuming 142 kW of compute power, represent a breakthrough in sustainable AI infrastructure deployment.
The implementation features zero-water and zero-emissions operations, utilizing hydrogen fuel cells and direct-to-chip liquid cooling systems. Lambda has expanded its presence at ECL's facility from 50% to 100%, demonstrating strong confidence in hydrogen-based energy for AI computing. The 4,000-pound systems were integrated into the data center in just two hours, setting a new benchmark for advanced system deployment.
Supermicro (NASDAQ:SMCI) announced several new AI-optimized servers and systems at their INNOVATE! event in Madrid. The company is expanding its EMEA presence and showcasing new products featuring NVIDIA HGX B300 GPUs, NVIDIA GB300 NVL72 solutions, and systems with Intel Xeon 6 SoC processors.
Key new products include the ARS-111L-FR short-depth system with NVIDIA Grace C1 CPU, the ARS-E103-JONX compact fanless system with NVIDIA Jetson Orin NX, and the SYS-212D-64C-FN8P featuring Intel Xeon 6 SoC processor. The company's liquid cooling solutions can reduce data center power consumption by up to 40%.
Supermicro (NASDAQ: SMCI) has announced volume shipments of its NVIDIA Blackwell Ultra solutions, including NVIDIA HGX B300 systems and GB300 NVL72 racks worldwide. The company's Data Center Building Block Solutions (DCBBS) offers pre-validated, plug-and-play solutions at system, rack, and data center scale.
Key performance metrics include 1.1 exaFLOPS dense FP4 compute performance for GB300 NVL72 rack-scale systems and up to 7.5x performance gains over NVIDIA Hopper systems. The solutions feature 800 Gb/s bandwidth, 144 petaFLOPS of FP4 compute, and 270 GB of HBM3e memory per GPU.
Through DCBBS implementation, customers can achieve 40% power savings, 60% reduced data center footprint, 40% decreased water consumption, and 20% lower TCO.
MinIO has announced a new line of AIStor-powered pod solutions for private cloud modernization, exclusively available through Arrow Electronics. The first implementation features certified AIStor on Supermicro (NASDAQ: SMCI) hardware, offering pre-integrated storage solutions with ~1.1 PiB of usable capacity in four-node pods.
The solution combines standardized hardware with MinIO's object store software in a hardened single-node SKU, designed to simplify procurement and deployment. Unlike traditional appliance-based solutions, AIStor pods allow independent hardware and software upgrades, featuring 24x7x365 direct-to-engineer support through MinIO SUBNET.
Supermicro (NASDAQ:SMCI) has announced a significant collaboration with Lambda, the Superintelligence Cloud, to deploy advanced GPU-optimized servers featuring NVIDIA Blackwell-based systems. The partnership launched at Cologix's COL4 Scalelogix data center in Columbus, Ohio, bringing enterprise-grade AI compute solutions to the Midwest region.
Lambda has implemented various Supermicro systems, including SYS-A21GE-NBRT with NVIDIA HGX B200, SYS-821GE with NVIDIA HGX H200, and SYS-221HE-TNR, all powered by Intel Xeon Scalable processors. A key feature is the integration of Supermicro's AI Supercluster with NVIDIA GB200 and GB300 NVL72 racks for handling extensive training and inference workloads.
Supermicro (NASDAQ: SMCI) has expanded its NVIDIA Blackwell portfolio with new cooling solutions for AI infrastructure. The company introduced a 4U DLC-2 liquid-cooled NVIDIA HGX B200 system and an 8U front I/O air-cooled system, both designed for large-scale AI training and cloud-scale inference workloads.
The DLC-2 liquid cooling solution delivers up to 40% data center power savings, 40% reduced water consumption, and up to 98% system heat capture. The systems feature dual-socket Intel Xeon 6700 Series processors, support for 32 DIMMs with up to 8TB capacity, and include 8 NVIDIA ConnectX-7 NICs and 2 NVIDIA Bluefield-3 DPUs.
Both systems are optimized for NVIDIA HGX B200 8-GPU configuration with 1.4TB of HBM3e GPU memory per system, delivering up to 15x faster real-time inference and 3x faster training compared to Hopper generation GPUs.
Supermicro (Nasdaq: SMCI), a Total IT Solution Provider specializing in AI, Cloud, Storage, and 5G/Edge solutions, has announced its participation in three upcoming investor conferences.
The company will participate in the Keybanc Tech Leadership Forum on August 11, 2025, with a fireside chat at 11:30am MT in Park City, UT; the Citi Global TMT Conference on September 4, 2025, featuring a fireside chat at 9:30am ET in New York; and the Goldman Sachs Communacopia + Technology Conference on September 8-9, 2025, for one-on-one meetings in San Francisco.