Supermicro Expands Its Portfolio of Performance and Efficiency Driven Air-Cooled AI Solutions Featuring AMD Instinct™ MI355X GPUs

Rhea-AI Summary

Supermicro (NASDAQ:SMCI) launched a new 10U air-cooled AI server featuring AMD Instinct MI355X GPUs, announced Nov 19, 2025. The system is built on Supermicro's Data Center Building Block® (DCBBS) architecture and is shipping now.

Key specs: up to 4x generation-on-generation AI compute improvement, up to 35x inferencing leap, 288GB HBM3e per GPU, 8TB/s bandwidth, and a TDP increase from 1000W to 1400W to enable double-digit performance gains versus the 8U MI350X air-cooled system.

Positive

• Compute +4x generation-on-generation improvement
• Inference +35x performance leap
• 288GB HBM3e memory per GPU
• 8TB/s GPU memory bandwidth
• 1000W → 1400W TDP enabling double-digit more performance
• Air-cooled 10U option ships now for existing data centers

Negative

• None.

News Market Reaction

-3.35%

16 alerts

-3.35% News Effect

+2.7% Peak in 11 hr 43 min

-$698M Valuation Impact

$20.14B Market Cap

0.9x Rel. Volume

On the day this news was published, SMCI declined 3.35%, reflecting a moderate negative market reaction. Argus tracked a peak move of +2.7% during that session. Our momentum scanner triggered 16 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $698M from 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 introduces the latest addition of AI-accelerated solutions with a new 10U air-cooled server, which incorporates the AMD Instinct MI355X GPUs delivering breakthrough performance for AI and Inference workloads
• Part of Supermicro's Data Center Building Block^® (DCBBS) architecture, the new 10U server delivers reliable and optimized performance for shorter development cycles and faster time-to-market
• The new server delivers up to 4x generation-on-generation AI compute improvement and up to 35x leap in inferencing performance¹

SAN JOSE, Calif. and ST. LOUIS, Nov. 19, 2025 /PRNewswire/ -- Supercomputing Conference -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, is announcing the latest addition to the AMD-based Instinct™ MI350 series GPU optimized solutions, delivering unparalleled performance, maximum scalability, and power efficiency. Supermicro has designed this new system for organizations that need the high-end performance of AMD Instinct MI355X GPUs but require an air-cooled environment.

"Supermicro leads the industry with the most experience in delivering high-performance solutions in AI and HPC for our customers," said Vik Malyala, SVP Technology and AI at Supermicro. "Supermicro's DCBBS enables us to quickly incorporate AMD solutions by deploying advanced technology with proven data center solutions to market. The addition of the new air-cooled AMD Instinct MI355X GPU systems expands and strengthens our portfolio of AI solutions and gives customers more choices as they build next-generation data centers."

For more information, please visit: https://www.supermicro.com/en/accelerators/amd

Supermicro is once again expanding its liquid-cooled and air-cooled high-performance product line, with the new 10U air-cooled servers. These systems leverage the existing industry standard OCP Accelerator Module (OAM). These accelerated GPU servers offer 288GB HBM3e per GPU, 8TB/s bandwidth, and with a boost from 1000W TDP to 1400W TDP, pushing up to double-digit more performance compared to the air-cooled 8U MI350X system, thus enabling customers to process data faster. With the new 10U option added to the lineup of MI355X powered GPU servers, customers can unlock higher performance per rack on both air-cooled and liquid-cooled infrastructure at scale.

"AMD is proud to collaborate with Supermicro to bring the air-cooled AMD Instinct MI355X GPU to market, making it easier for customers to deploy advanced AI performance within existing infrastructure," said Travis Karr, corporate vice president of business development, Data Center GPU Business, AMD. "Together, AMD and Supermicro are driving leadership in performance and efficiency, delivering next-generation AI and HPC solutions that accelerate innovation across data centers worldwide."

These GPU solutions are designed to offer maximum performance for AI and inference at scale across cloud service providers and enterprises. The extended portfolio of Supermicro accelerated AI servers with AMD Instinct MI350 series GPUs highlights next-generation data center solutions built on Supermicro's DCBBS architecture along with AMD's latest 4^th Gen CDNA architecture to once again deliver advanced AI solutions first to the market. These new Supermicro servers with AMD Instinct GPUs are being showcased at SC25 in St. Louis, MO.

The Supermicro 10U server with AMD Instinct MI355X GPUs is currently shipping.

Learn More about Supermicro's 10U air-cooled server with AMD Instinct MI355X

¹ https://www.amd.com/en/blogs/2025/amd-instinct-mi350-series-and-beyond-accelerating-the-future-of-ai-and-hpc.html#

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.

AMD, the AMD logo, EPYC, and combinations thereof are trademarks of Advanced Micro Devices, 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 did Supermicro announce on Nov 19, 2025 about SMCI hardware?

Supermicro announced a new 10U air-cooled server using AMD Instinct MI355X GPUs and said the system is shipping.

How much AI compute and inference improvement does the SMCI 10U MI355X server claim?

The announcement cites up to 4x AI compute improvement and up to a 35x inferencing leap versus prior generation.

What are the MI355X GPU specs in Supermicro's new SMCI server?

Each MI355X offers 288GB HBM3e, 8TB/s bandwidth, and a TDP uplift from 1000W to 1400W per the release.

Will Supermicro's MI355X 10U server work in existing air-cooled data centers (SMCI)?

Yes; the product is an air-cooled 10U option designed for deployment within existing air-cooled infrastructure.

Where and when is Supermicro showcasing the new MI355X systems?

Supermicro is showcasing the new MI355X GPU servers at SC25 in St. Louis, Nov 19, 2025.