Supermicro Announces Intelligent In-Store Retail Solutions in Collaboration with a Broad Range of Industry Partners
Rhea-AI Summary
Supermicro (NASDAQ: SMCI) announced a set of AI-powered in-store retail solutions and partner collaborations on January 11, 2026 to enable edge-deployed intelligent stores that deliver real-time video analytics, loss prevention, digital twins, AI agents, and customer analytics.
Products include fanless E103 and small-form-factor E300 edge systems plus GPU-capable 1U–4U platforms supporting NVIDIA RTX PRO Blackwell series. Partners named: Everseen, WobotAI, LiveX, Kinetic Vision, ALLSIDES, Superb AI, and Aible. Demonstrations run at NRF: Retail's Big Show, Jan 11–13, booth #5281.
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Key Figures
Market Reality Check
Peers on Argus
Peers showed mixed moves: WDC +6.71%, STX +6.79%, PSTG +1.48% versus HPQ -0.65% and LOGI -1.82%, suggesting no uniform hardware-sector trend.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 06 | Credit facility | Neutral | -1.7% | Entered a secured <b>$2.0B</b> senior revolving credit facility with JPMorgan. |
| Jan 06 | AI product launch | Positive | +1.6% | Unveiled new desktop, edge, and client AI systems including Super AI Station. |
| Jan 05 | AI platform support | Positive | +1.6% | Expanded US manufacturing and liquid cooling for NVIDIA Vera Rubin and HGX Rubin. |
| Dec 31 | Server hardware launch | Positive | -1.3% | Introduced high-density 6U SuperBlade powered by Intel Xeon 6900 processors. |
| Dec 11 | Sovereign AI talks | Neutral | -5.0% | Described Azio AI role in early-stage talks on GPU-based sovereign AI data centers. |
Recent AI and infrastructure product announcements often saw modest positive moves, though some hardware launches and financing news coincided with pullbacks.
Over the last several months, SMCI highlighted multiple AI and infrastructure initiatives. On Jan 5–6, 2026, it announced new AI edge/client systems and support for NVIDIA Rubin platforms, each followed by +1.56% moves. A new $2.0B revolving credit facility on Jan 6, 2026 and the high-density 6U SuperBlade launch around Jan 1, 2026 saw modest declines. Earlier, an Azio AI engagement around sovereign AI infrastructure in December 2025 was followed by a -4.97% move.
Market Pulse Summary
This announcement details SMCI’s collaboration with multiple partners to deliver AI-powered, in-store retail solutions built on its edge infrastructure and NVIDIA-accelerated platforms. It extends a history of ecosystem-driven initiatives following earlier partnerships and large-scale AI projects, including a deal valued at a minimum of $20 billion. Investors tracking this story may focus on deployment pace, retailer adoption of edge AI, and how these solutions complement SMCI’s broader data-center and GPU-based offerings.
Key Terms
edge ai technical
digital twin technical
vision ai technical
AI-generated analysis. Not financial advice.
- Innovative technologies enable retailers to implement intelligent stores at scale to deliver smarter, more responsive shopping experiences
- Industry partners to display production-ready AI solutions for loss prevention, digital twins, AI agents, customer analytics, and more
"AI is reshaping shopping experiences, enabling real-time analysis of video and other data to give retailers actionable insights to optimizing staff efficiency, reducing shrinkage, increasing profits, and avoiding stock-outs," said Charles Liang, president and CEO of Supermicro. "By combining Supermicro's complete and scalable AI platforms with NVIDIA RTX PRO accelerated computing solutions, we're enabling retailers to build intelligent stores that maximize the benefits of AI-driven applications."
According to the latest NVIDIA State of AI in Retail & CPG report,
For more information, please visit https://www.supermicro.com/en/products/edge/servers
Supermicro Complete and Scalable Edge AI Infrastructure
Retail-centric AI applications require sub-second responsiveness which is only possible, at scale, if data is processed directly at the edge. Supermicro's Edge AI infrastructure enables the deployment of solutions in distributed environments, such as intelligent retail stores and supply chains, to provide a complete solution.
Deploying at the edge presents a myriad of unique challenges in comparison to the data center. Supermicro's broad Edge AI portfolio of products helps customers and partners overcome these challenges while striking the right balance between performance and ROI.
For deployments in harsh environments where conditioned space is not available, the fanless E103 series of products bring AI processing power where it couldn't go before. Supermicro also offers a fanned small form factor E300 series systems with AI capabilities.
When there is a demanding AI workload at the edge, customers and partners can turn to numerous systems capable of holding the latest discrete GPUs for AI acceleration. Ranging from 1U short-depth to larger 4U form factors, solutions can be right-sized to meet the customer's needs by enabling the latest generation of NVIDIA RTX PRO Blackwell series.
Supermicro Intelligent Store Partners
Supermicro is collaborating with ecosystem partners including Everseen, Kinetic Vision, ALLSIDES, LiveX, WobotAI, and Aible, to create intelligent stores that positively impact day-to-day retail operations as well as longer term supply chain management.
- Everseen's Evercheck solution uses Vision AI to help reduce shrink and improve staff productivity and customer experiences. Built on the Everseen Vision AI platform, Evercheck detects, and deters recovery of unwanted behaviors at checkout, helping retailers recover losses and streamline front-of-store operations.
"Everseen has spent years working alongside some of the world's largest retailers, understanding the realities of the store floor and solving loss challenges where they actually happen," said Joe White, CEO of Everseen. "By partnering with Supermicro and leveraging NVIDIA-accelerated computing, Evercheck delivers real-time computer vision at the edge - transforming store activity into intelligence retailers can act on immediately."
- Wobot AI, focused on building Video AI Agents for the physical world, will be demonstrating how the cameras retailers already own can be turned into systems that continuously observe, learn, and produce usable insight. By converting ordinary CCTV infrastructure into autonomous agents that recognize patterns, identify friction, and surface decisions, Wobot's AI Agents enable retailers to improve day-to-day operations with practical and measurable outcomes.
"By working with Supermicro and NVIDIA at the edge, we're able to deploy Video AI Agents in a way that's scalable, reliable, and focused on real-time operational insight—not experimentation," said Will Kelso, President, Revenue & Growth at Wobot AI.
- LiveX AI - "Retail is entering an era where AI agents become the default interaction layer between brands and customers," said Jerry Li, Co-Founder and CEO of LiveX AI. "With NVIDIA's accelerated AI and Supermicro's edge infrastructure, we can deploy a helpful, human-like AI agent directly in physical spaces—such as kiosks or holograms—bringing the speed, intelligence, and continuity of digital experiences into brick-and-mortar environments. This collaboration makes AI agents usable, in real time, where customers actually are."
- Kinetic Vision and ALLSIDES are bundling their expertise for a True Digital Twin solution designed to develop, test, and optimize supply chain processes, checkout stations, and other complex systems.
"The combination of Supermicro's high reliability optimized infrastructure and NVIDIA's accelerated computing stack gives Kinetic Vision the foundation to innovate at speed. Together, we are helping retailers move from experimentation to production-ready AI solutions that drive measurable operational and customer experience gains," says Jeremy Jarratt, Kinetic Vision CEO.
Franz Tschimben, CEO at ALLSIDES, adds: "Building on the combined strengths of NVIDIA and Supermicro, we deliver a high-fidelity 3D digital twin data layer for AI training that enables retailers to power applications across the entire retail value chain — from training robots with physical AI, to production and production planning, virtual store layouts and consumer feedback systems, and e-commerce integrations — helping drive higher conversion rates, faster decision-making, and greater operational efficiency."
- Supermicro will also feature Superb AI's retail-focused VSS solution, combining Superb AI's proprietary VLM with NVIDIA AI Blueprint components to enable subjective reasoning capabilities, natural-language search, automated incident summarization, and customer behavior insights across store camera networks.
- Aible will highlight its automated agent solution, which analyzes vast amounts of data across millions of patterns to explain changes in retail KPIs, such as the average purchase amount or number of purchases. Aible will also demonstrate how the latest NVIDIA Retail blueprints can be incorporated into agentic solutions that automatically customize customer experiences and optimize retail operations at scale.
Arijit Sengupta, CEO of Aible, adds, "Today's market and labor conditions are constantly changing. Only autonomous agents can understand and adjust to these ever-changing patterns of customer behavior, inventory costs and supply, and labor access at scale. Working with NVIDIA and Supermicro, Aible brings autonomous agents subject to business user review to the retail edge."
These intelligent retail solutions will be demonstrated by Supermicro and its partners at NRF: Retail's Big Show in
1Source: "NVIDIA State of AI in Retail and CPG" 2026
About Super Micro Computer, Inc.
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SOURCE Super Micro Computer, Inc.