Super Micro Computer Inc Stock Price, News & Analysis

Supermicro (SMCI) announced preliminary Q1 FY2025 results with expected net sales of $5.9-6.0 billion, below previous guidance of $6.0-7.0 billion. The company expects GAAP and non-GAAP gross margin of 13.3%, with GAAP EPS of $0.68-0.70 and non-GAAP EPS of $0.75-0.76. For Q2 FY2025, Supermicro projects net sales of $5.5-6.1 billion with GAAP EPS of $0.48-0.58. The Special Committee investigation found no evidence of fraud or misconduct by management or Board. The company continues working on its delayed Form 10-K filing and must submit a compliance plan to Nasdaq within 60 days.

Super Micro Computer (SMCI) has announced it will provide a first quarter fiscal 2025 business update through a conference call and webcast on Tuesday, November 5, 2025, at 5:00 p.m. ET / 2:00 p.m. PT. The webcast will be accessible at the company's investor relations website, with a replay available for one year after the call.

Super Micro Computer (SMCI) has announced its upcoming first quarter fiscal 2025 business update conference call and webcast, scheduled for Tuesday, November 5, 2024, at 5:00 p.m. ET / 2:00 p.m. PT. The event will be accessible through the company's investor relations website at ir.supermicro.com, with a replay available for one year following the presentation. This announcement includes a correction to the previously stated year, which incorrectly listed 2025 instead of 2024 in the first paragraph.

Supermicro (NASDAQ: SMCI) is advancing the transition to liquid-cooled data centers with the NVIDIA Blackwell platform, offering enhanced energy efficiency for AI infrastructures. Key points include:

1. Sampling of NVIDIA GB200 NVL72 platform for exascale computing in a single rack, with full-scale production expected in late Q4.

2. Production-ready X14 and H14 4U liquid-cooled systems and 10U air-cooled systems for the NVIDIA HGX B200 8-GPU system.

3. Over 2000 liquid-cooled racks shipped since June 2024.

4. End-to-end liquid-cooling solution featuring advanced in-rack or in-row coolant distribution units and custom cold plates.

5. Support for NVIDIA GB200 NVL2 platform, a 2U air-cooled system for diverse workloads.

6. SuperCloud Composer software for comprehensive data center management.

Supermicro (NASDAQ: SMCI) has launched a new optimized storage system for high-performance AI training, inference, and HPC workloads. The JBOF (Just a Bunch of Flash) system utilizes up to four NVIDIA BlueField-3 DPUs in a 2U form factor, featuring 400Gb Ethernet or InfiniBand networking and hardware acceleration for storage and networking workloads. The system supports 24 or 36 SSDs, enabling up to 1.105PB of raw capacity using 30.71TB SSDs.

The new JBOF architecture enables active-active clustering for high availability and supports both E3.S and U.2 form-factor SSDs. Supermicro has collaborated with NVIDIA to create a new JBOF ecosystem, including partnerships with Hammerspace and Cloudian. The system offers improved power efficiency compared to CPU-based storage servers and lower read latency due to its direct data path architecture.

Supermicro (NASDAQ: SMCI) has unveiled a new series of servers, GPU-accelerated systems, and storage servers featuring AMD EPYC™ 9005 Series processors and AMD Instinct™ MI325X GPUs. The H14 product line includes Hyper systems, Twin multi-node servers, and AI inferencing GPU systems, available with air or liquid cooling options. These new systems offer significant performance improvements, with up to 192 cores per CPU and 500W TDP.

The H14 family includes systems for AI training and inference workloads, supporting up to 10 GPUs. Supermicro's CEO, Charles Liang, highlighted that H14 servers demonstrate 2.44X faster SPECrate®2017_fp_base performance compared to previous generations, potentially reducing data center footprint by at least two-thirds while adding new AI processing capabilities.

Supermicro (SMCI) has introduced a new 3U server system optimized for AI inferencing at the network edge. The SYS-322GB-NR supports up to 18 GPUs and features dual Intel® Xeon® 6900 series processors with P-cores. This versatile system can accommodate up to 10 double-width GPUs in air-cooled environments, offering 256 cores for edge data centers.

Key features include:

• Up to 20 PCIe 5.0 expansion slots
• 6TB of RDIMM memory
• 14 E1.S or 6 U.2 NVMe drives

The system is designed for applications requiring minimal latency and on-premises LLM-based solutions. Supermicro will showcase this and other AI-optimized systems at MWC Las Vegas, October 8-10, booth #518.

Supermicro (NASDAQ: SMCI) announces a complete liquid cooling solution for data centers, including Coolant Distribution Units (CDUs), cold plates, Coolant Distribution Manifolds (CDMs), cooling towers, and management software. This solution aims to reduce power costs and infrastructure expenses for data centers. Supermicro has already deployed over 100,000 GPUs with liquid cooling for major AI factories and CSPs.

Key benefits include:

• Up to 40% power reduction
• Quadrupled computing density
• Support for servers approaching 12kW of power
• Ability to cool racks generating over 100kW of heat
• Up to 40% energy savings for infrastructure
• 80% space savings

Supermicro's CEO, Charles Liang, emphasizes the company's innovation in delivering full data center plug-and-play rack scale liquid cooling solutions, reducing deployment time to weeks.

Fujitsu and Supermicro, Inc. (NASDAQ: SMCI) have announced a strategic collaboration to develop green AI computing technology and liquid-cooled datacenter solutions. The partnership aims to create a platform using Fujitsu's future Arm-based 'FUJITSU-MONAKA' processor, set for release in 2027. This processor will be designed for high-performance and energy efficiency.

The collaboration will focus on developing liquid-cooled systems for HPC, Gen AI, and next-generation green data centers. Both companies will combine their expertise to offer a market-leading server portfolio, with Supermicro's Building Block approach enabling quick customization for specific workloads. The partnership also extends to Fsas Technologies Inc., a Fujitsu subsidiary, which will provide AI platform-based generative AI solutions globally using Supermicro's GPU server products.