Supermicro Announces New AI Factory Cluster Solutions Based on NVIDIA Enterprise Reference Architectures and NVIDIA Blackwell AI Infrastructure to Simplify the Deployment of AI at Scale

Rhea-AI Summary

Supermicro (SMCI) on November 18, 2025 announced new turnkey AI Factory cluster solutions built on NVIDIA Enterprise Reference Architectures and NVIDIA Blackwell GPUs to simplify deployment of AI at scale. Solutions are validated by Supermicro and delivered as full-stack racks including the NVIDIA software stack NVIDIA Spectrum-X Ethernet. Preconfigured cluster sizes span from 4 nodes / 32 GPUs to 32 nodes / 256 GPUs, tested up to L12 multi-rack, and include integrated cabling and optional storage systems supporting NVIDIA AI Data Platform designs. Supermicro is taking orders for 4-, 8-, and 32-node configurations with RTX PRO 6000 Blackwell Server Edition or HGX B200 GPUs to accelerate time-to-online for AI development and production.

Positive

• Preconfigured clusters span 4 nodes / 32 GPUs to 32 nodes / 256 GPUs
• Delivered as full-stack, NVIDIA-certified turnkey systems with software
• Integrated NVIDIA Spectrum-X Ethernet networking and cabling
• Validated and tested up to L12 multi-rack at global production sites

Negative

• Deployments still constrained by power, cooling, and space in traditional environments
• Solutions are tightly coupled to NVIDIA architectures, increasing vendor dependency

News Market Reaction

+2.35%

16 alerts

+2.35% News Effect

+$462M Valuation Impact

$20.14B Market Cap

0.9x Rel. Volume

On the day this news was published, SMCI gained 2.35%, reflecting a moderate positive market reaction. Our momentum scanner triggered 16 alerts that day, indicating notable trading interest and price volatility. This price movement added approximately $462M to the company's valuation, bringing the market cap to $20.14B at that time.

Data tracked by StockTitan Argus on the day of publication.

• Supermicro offers complete, turnkey solutions based on NVIDIA-Certified Systems^™ with the latest-generation NVIDIA accelerated computing platforms, leveraging Supermicro Data Center Building Block Solutions^® (DCBBS) to accelerate time-to-online
• Full-stack solutions comprising Supermicro's industry-leading portfolio of AI-optimized systems, NVIDIA software stack, and NVIDIA Spectrum-X Ethernet, streamlining the process of AI development from concept to production at any scale
• Supermicro's AI Factory solutions are based on NVIDIA Enterprise Reference Architectures with Supermicro single and multi-rack validation & testing to ensure seamless plug-and-play deployment

SAN JOSE, Calif. and ST. LOUIS, Nov. 18, 2025 /PRNewswire/ -- Supercomputing Conference -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing new complete, turnkey solutions to simplify deployment and accelerate time-to-online for AI factories. Based on NVIDIA Enterprise Reference Architectures and NVIDIA Blackwell GPUs, the new rack-scale clusters are fully integrated and validated by Supermicro, and delivered as full-stack solutions, complete with the NVIDIA software stack and NVIDIA Spectrum-X Ethernet networking. Supermicro's DCBBS can further facilitate the build-out of AI factories, providing everything needed to develop a new greenfield data center or to refurbish a traditional data center into an AI factory, reducing lead times and the need to juggle multiple vendors.

"Supermicro has always led the industry in time-to-market for new GPU technologies at rack-scale, and we're leveraging our expertise in delivering large-scale NVIDIA GB300 NVL72 and NVIDIA HGX B300-based AI infrastructure to enable the democratization of AI for enterprises in every industry," said Charles Liang, president and CEO of Supermicro. "The AI factory is the foundation for transforming every company into an AI company, and in combination with our Data Center Building Block Solutions, Supermicro and NVIDIA are helping enterprises accelerate and streamline the deployment of AI factories for the industry's shortest time-to-online (TTO)."

For more information on Supermicro AI Factory cluster solutions, please visit supermicro.com/aifactory

Supermicro offers complete AI factory solutions based on Supermicro NVIDIA-Certified Systems featuring NVIDIA Blackwell GPUs, which have been optimized for maximum performance and efficiency in traditional environments where power, cooling, and physical space are common restricting factors when deploying AI infrastructure. Supermicro AI Factory solutions include Spectrum-X networking and are based on the NVIDIA Enterprise Reference Architectures for NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPUs and NVIDIA HGX™ B200.

Preconfigured as scalable units, Supermicro AI factory cluster solutions are available in small, medium, and large configurations, ranging from 4 nodes and 32 GPUs up to 32 nodes and 256 GPUs. The clusters are integrated and tested up to L12 (multi-rack cluster) at Supermicro's global production sites—including in San Jose, CA—and include the NVIDIA software stack (NVIDIA AI Enterprise, NVIDIA Omniverse™, NVIDIA Run:ai), NVIDIA Spectrum-X Ethernet networking, and fully integrated cabling for a complete solution that is plug-and-play and ready to start generating tokens from day one. Supermicro also offers storage solutions for all stages of the AI data pipeline, based on a comprehensive portfolio of storage-optimized systems. Together with leading data management ISVs, Supermicro can support the NVIDIA AI Data Platform reference design and enable AI workflows within the AI factory.

Supermicro is currently taking orders for AI factory cluster solutions in 4, 8, and 32-node configurations with NVIDIA RTX PRO 6000 Blackwell Server Edition or NVIDIA HGX B200 GPUs, optimized for AI and HPC workloads at any scale.

Universal AI, HPC, and visual computing clusters with NVIDIA RTX PRO 6000 Blackwell Server Edition  GPUs – Based on Supermicro's 4U and 5U PCIe GPU systems, with 8 GPUs per node in a 2-8-5-200 (CPU-GPU-NIC-Bandwidth) configuration, these cluster solutions are able to handle AI inference, enterprise HPC, and graphics & rendering workloads, enabling enterprises to leverage common infrastructure for multiple applications.

High performance AI and HPC clusters with NVIDIA HGX GPUs – Based on Supermicro's 10U modular GPU platforms, each node includes NVIDIA HGX B200 8-GPU and supports NVIDIA NVLink^® for maximum GPU-GPU communication. These clusters are optimized for AI model fine-tuning and training, as well as HPC workloads.

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 AI Factory cluster configurations did Supermicro (SMCI) announce on November 18, 2025?

Preconfigured cluster options range from 4 nodes / 32 GPUs to 32 nodes / 256 GPUs, with 4-, 8-, and 32-node order sizes available.

Which NVIDIA GPUs and software are included in Supermicro SMCI AI Factory solutions?

Solutions include NVIDIA Blackwell GPUs (RTX PRO 6000 Blackwell Server Edition or HGX B200) and the NVIDIA software stack (NVIDIA AI Enterprise, Omniverse, Run:ai).

Are Supermicro SMCI AI Factory clusters prevalidated and ready-to-deploy?

Yes; clusters are integrated, NVIDIA-certified, validated by Supermicro, include integrated cabling, and are delivered as plug-and-play full-stack solutions.

Do Supermicro SMCI AI Factory solutions include networking and storage options?

Yes; they include NVIDIA Spectrum-X Ethernet networking and offer storage-optimized systems supporting NVIDIA AI Data Platform reference designs.

What scale testing has Supermicro completed for its AI Factory clusters?

Supermicro reports integration and testing up to L12 multi-rack at its global production sites, including San Jose, CA.