Supermicro and VAST Data Launch a New Enterprise AI Data Platform Solution with NVIDIA to Accelerate AI Factory Deployment

Rhea-AI Summary

Supermicro (NASDAQ: SMCI) and VAST Data launched CNode-X, a turnkey enterprise AI data platform integrated with NVIDIA accelerated compute on Feb 25, 2026. The stack pairs Supermicro GPU/storage servers, VAST AI OS (InsightEngine, DataBase, AgentEngine) and NVIDIA models to accelerate AI factory deployment and scale enterprise generative AI and video analytics.

The solution follows NVIDIA AI Data Platform reference architecture and offers validated hardware, preconfigured AI workflows, rack integration services, and single-pane management via SuperCloud Suite.

Key Figures

Publication date: Feb. 25, 2026 Conference dates: February 24–26 Launch year EBox: 2024 +4 more

7 metrics

Publication date Feb. 25, 2026 Press release date for CNode-X AI Data Platform launch

Conference dates February 24–26 VAST Forward conference in Salt Lake City

Launch year EBox 2024 Initial launch year of Supermicro’s EBox solution with VAST

CPU generation AMD EPYC 9005 Second-generation EBox updated to latest AMD EPYC 9005 CPUs

Form factor 2U SYS-212GB-FNR multi-GPU compute server form factor

GPU count 2 GPUs SYS-212GB-FNR supports two NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs

GPU server size 8-way Supermicro large-scale AI servers include 8-way GPU systems using NVIDIA HGX B300

Market Reality Check

Price: $31.13 Vol: Volume 17,875,603 is at 0...

low vol

$31.13 Last Close

Volume Volume 17,875,603 is at 0.54x the 20-day average of 33,272,195, suggesting subdued trading interest pre-news. low

Technical Shares at 31.13 trade below the 200-day MA of 41.66, and sit 50.08% under the 52-week high and 12.79% above the 52-week low.

Peers on Argus

SMCI was up 1.37% while key hardware peers showed mixed to negative moves: HPQ -...

1 Up

SMCI was up 1.37% while key hardware peers showed mixed to negative moves: HPQ -1.03%, PSTG -1.30%, WDC -4.03%, STX -3.44%, and LOGI +1.78%, pointing to stock-specific dynamics around this AI platform news.

Previous AI Reports

5 past events · Latest: Jan 06 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 06	AI systems launch	Positive	+1.6%	Unveiled new desktop, edge, and client AI systems including Super AI Station.
Jan 05	AI capacity expansion	Positive	+1.6%	Expanded US manufacturing and liquid-cooling for NVIDIA Rubin NVL72 and NVL8 platforms.
Dec 11	AI infra discussions	Neutral	-5.0%	Participated in early-stage talks on GPU-based sovereign AI data centers in the Philippines.
Nov 19	AI server launch	Positive	-3.4%	Launched 10U air-cooled AI server with AMD Instinct MI355X GPUs and big inferencing gains.
Nov 18	AI factory clusters	Positive	+2.4%	Announced NVIDIA-based AI Factory cluster solutions with preconfigured GPU cluster sizes.

Pattern Detected

AI-related announcements have produced mostly positive but uneven reactions, with several hardware/platform launches met by modest gains and at least one sizeable selloff.

Recent Company History

Over the past months, SMCI has issued multiple AI-focused announcements, from new Blackwell-based AI Factory cluster solutions and AMD Instinct MI355X air‑cooled servers to expanded Rubin NVL72/NVL8 support and client/edge AI platforms. These events saw single‑day moves ranging from -4.97% to +2.35%. Today’s enterprise AI data platform launch with VAST and NVIDIA fits this pattern of broadening SMCI’s AI infrastructure stack across clusters, servers, and turnkey factory solutions.

Historical Comparison

-0.6% avg move · In the last 5 AI-tagged announcements, SMCI’s average next-day move was -0.57%, with reactions spann...

AI

-0.6%

Average Historical Move AI

In the last 5 AI-tagged announcements, SMCI’s average next-day move was -0.57%, with reactions spanning from -4.97% to +2.35%. This new AI data platform extends that ongoing AI infrastructure theme.

AI-tagged news shows SMCI moving from GPU cluster designs and liquid-cooled Rubin platforms to edge/client AI systems and now a turnkey enterprise AI data platform with VAST and NVIDIA.

Market Pulse Summary

This announcement introduces the CNode-X enterprise AI data platform, combining Supermicro GPU and s...

Analysis

This announcement introduces the CNode-X enterprise AI data platform, combining Supermicro GPU and storage servers with VAST’s AI Operating System and NVIDIA models into a turnkey stack. It extends a series of AI-focused launches, including prior AI Factory clusters and hardware platforms. Investors may track adoption of this solution, its role as a storage and compute foundation for AI factories, and how it complements existing Supermicro EBox and large-scale GPU server offerings over time.

Key Terms

gpu, vector database, inference workloads, ai factory, +1 more

5 terms

gpu technical

"along with Supermicro GPU and storage servers, form a fully integrated AI infrastructure stack"

A GPU (graphics processing unit) is a specialized computer chip designed to handle many calculations at once, originally for rendering images and video but now widely used for tasks like artificial intelligence, data analysis and high-performance computing. Investors watch GPU demand and prices because strong sales often signal growth for chip makers and their customers, affect profit margins and capital spending, and can forecast wider trends in gaming, AI adoption and cloud services.

vector database technical

"accelerate data vectorization, vector database searching, and inference workloads"

A vector database is a specialized system that stores and organizes data represented as lists of numbers, called vectors, which capture the important features of information such as images, text, or audio. It allows quick and accurate matching or searching for similar items based on their characteristics, much like finding similar songs or images in a vast library. For investors, this technology enables smarter data analysis and decision-making by efficiently handling complex, high-dimensional information.

inference workloads technical

"accelerate data vectorization, vector database searching, and inference workloads"

Inference workloads are the computing tasks where a trained machine learning model is used to make predictions or decisions in real time, like a chef using a recipe to prepare dishes for arriving customers. For investors, they matter because these tasks drive the ongoing cost, speed and scalability of AI-powered products — influencing infrastructure spending, user experience, and the ability of a business to monetize its technology efficiently.

ai factory technical

"enable organizations to accelerate AI factory deployment, whether scaling large AI initiatives"

An "AI factory" is an organizational setup that combines data, software, computing power and repeatable processes to build, train, deploy and monitor artificial intelligence systems at scale — like an assembly line for AI models. Investors care because a well‑run AI factory can lower costs, speed product delivery and create predictable revenue streams from many AI-powered products, making a business more competitive and scalable in a measurable way.

liquid cooling technical

"including our 8-way GPU servers using NVIDIA's HGX B300 servers, and Supermicro's end-to-end liquid cooling solutions"

Liquid cooling is a method that uses a flowing liquid—like water or a special coolant—to carry heat away from electronic components, similar to how a car radiator moves heat away from an engine. For investors, it matters because it can lower energy and maintenance costs, enable higher-performance computing, reduce the footprint of data centers, and support sustainability targets, all of which can affect a company’s operating margins and capital spending needs.

AI-generated analysis. Not financial advice.

• Platform brings high-performance compute, scalable data infrastructure, and intelligent software together as one ready-to-run solution.
• Fully integrated AI infrastructure stack includes Supermicro compute and storage servers, VAST AI OS, and NVIDIA accelerated computing models and software.

SAN JOSE, Calif. and SALT LAKE CITY, Feb. 25, 2026 /PRNewswire/ -- VAST Forward -- Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, is launching, with VAST Data, the CNode-X Solution, a highly integrated, rapidly deployable AI Data Platform. The VAST AI Operating System, including the VAST InsightEngine and VAST DataBase, together with NVIDIA open models, microservices and libraries, along with Supermicro GPU and storage servers, form a fully integrated AI infrastructure stack, enabling enterprises to rapidly deploy a complete AI solution.

"Building on our successful collaboration with VAST Data, this solution brings together Supermicro's high-performance AI systems, VAST's software, and NVIDIA's technology into a truly integrated enterprise AI platform," said Charles Liang, president and CEO of Supermicro. "Together, we enable organizations to accelerate AI factory deployment, whether scaling large AI initiatives or deploying enterprise applications like generative AI and video analytics."

For more information about the new Supermicro and VAST solution, please visit:  https://www.supermicro.com/en/solutions/vast

"CNode-X brings together Supermicro's integrated infrastructure expertise with the VAST AI Operating System and NVIDIA-accelerated compute to deliver a turnkey foundation for enterprise AI factories," said John Mao, Vice President, Global Technology Alliances at VAST Data. "Together, we're making it dramatically easier for organizations to deploy an end-to-end AI data platform – keeping GPUs fed with data, helping teams move faster from deployment to first token, and scaling AI workloads with confidence."

Supermicro's existing EBox solution with VAST, which was launched in 2024 and widely adopted by large storage customers based on its space, power, and cost efficiency, combines two different server nodes into a single server. The second-generation EBox solution has been updated to the latest AMD EPYC™ 9005 CPUs.

The CNode-X solution follows the NVIDIA AI Data Platform reference architecture, which incorporates GPU acceleration into the platform to accelerate data vectorization, vector database searching, and inference workloads. The benefits of this solution include:

• Validated Hardware Platforms: Using the proven Supermicro CloudDC AS-1116CS-TN from the EBox Solution, this solution adds Supermicro's SYS-212GB-FNR 2U multi-GPU compute server which supports two NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPUs in a compact 2U form-factor.
• Integrated Software Stack: The VAST AI OS, supported by NVIDIA's software libraries, and integrated with Supermicro's hardware platforms, delivers pre-configured, ready-to-run AI workflows for real-time agents using VAST AgentEngine, and enterprise Generative AI using InsightEngine.
• AI Factory Foundation: CNode-X can be the storage layer for this larger enterprise AI solution, when combined with Supermicro's large-scale AI servers, including our 8-way GPU servers using NVIDIA's HGX B300 servers, and Supermicro's end-to-end liquid cooling solutions.
• Rack Integration, Testing, and Installation: Complex AI Factory installations can be quickly deployed using Supermicro's Rack Integration services for system architecture planning, factory integration, testing and software installation, on-site deployment, network cable installation, and acceptance testing.
• End-to-End Management: The Supermicro SuperCloud Suite of management tools provides single pane-of-glass management of all Supermicro systems and cooling subsystems, as well as third-party switches and servers.

Supermicro and VAST presented the new AI Data Platform solution at the VAST Forward conference in Salt Lake City February 24-26.

About Super Micro Computer, Inc.

Supermicro (NASDAQ: SMCI) is a global leader in Application-Optimized Total IT Solutions. Founded and operating in San Jose, California, Supermicro is committed to delivering first-to-market innovation for Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure. We are a Total IT Solutions provider with server, AI, storage, IoT, switch systems, software, and support services. Supermicro's motherboard, power, and chassis design expertise further enables our development and production, enabling next-generation innovation from cloud to edge for our global customers. Our products are designed and manufactured in-house (in the US, Taiwan, and the Netherlands), leveraging global operations for scale and efficiency and optimized to improve TCO and reduce environmental impact (Green Computing). The award-winning portfolio of Server Building Block Solutions® allows customers to optimize for their exact workload and application by selecting from a broad family of systems built from our flexible and reusable building blocks that support a comprehensive set of form factors, processors, memory, GPUs, storage, networking, power, and cooling solutions (air-conditioned, free air cooling or liquid cooling).

Supermicro, Server Building Block Solutions, and We Keep IT Green are trademarks and/or registered trademarks of Super Micro Computer, Inc.

All other brands, names, and trademarks are the property of their respective owners.

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SOURCE Super Micro Computer, Inc.

FAQ

What is the CNode-X solution announced by Supermicro (SMCI) on Feb 25, 2026?

CNode-X is a turnkey enterprise AI data platform combining Supermicro servers, VAST AI OS, and NVIDIA acceleration. According to Supermicro, it delivers validated hardware, integrated software, and rack integration services to speed AI factory deployment and scale enterprise AI workloads.

How does CNode-X use NVIDIA technology in the Supermicro (SMCI) solution?

CNode-X follows the NVIDIA AI Data Platform reference architecture and leverages NVIDIA GPUs and software libraries. According to Supermicro, NVIDIA acceleration is used for data vectorization, vector database search, and inference to improve throughput and latency for AI workloads.

What software components are included in the VAST and Supermicro CNode-X platform (SMCI)?

The platform includes the VAST AI OS, InsightEngine, DataBase, and AgentEngine integrated with NVIDIA libraries and Supermicro hardware. According to VAST Data, these provide preconfigured, ready-to-run AI workflows for real-time agents and enterprise generative AI.

Which Supermicro servers are validated for the CNode-X offering announced Feb 25, 2026?

The solution validates the Supermicro CloudDC AS-1116CS-TN EBox platform and the SYS-212GB-FNR 2U multi-GPU compute server supporting two NVIDIA RTX PRO 6000 Blackwell GPUs. According to Supermicro, these deliver a compact, multi-GPU foundation for the AI platform.

What deployment and management services support Supermicro's CNode-X platform (SMCI)?

Supermicro offers rack integration, testing, on-site installation, and acceptance testing plus SuperCloud Suite single-pane management. According to Supermicro, these services enable rapid factory integration, system testing, and unified control of compute, storage, and cooling subsystems.