Supermicro Introduces Industry's Highest Density AMD EPYC™ 4005 Series MicroBlade® for Cloud, Edge, and SaaS Workloads

Rhea-AI Summary

Supermicro (NASDAQ: SMCI) launched a high-density MicroBlade platform powered by AMD EPYC 4005 series processors on Feb 26, 2026. The 6U chassis supports up to 40 server nodes (up to 320 nodes per 48U rack) and emphasizes energy efficiency, flexible mix-and-match node types, integrated networking with dual 25GbE and 100G uplinks, and comprehensive remote management including TPM 2.0, signed firmware, IPMI 2.0, KVM over IP, and Redfish API support.

The platform targets cloud, edge, SaaS, storage gateways, and specialized compute workloads, offering single-socket nodes with DDR5 ECC UDIMM memory, PCIe Gen5 SSDs, and chassis power-capping via the controller-managed CMM.

Positive

• Compute density: up to 40 nodes per 6U chassis
• Rack scalability: supports up to 320 nodes in a standard 48U rack
• Integrated networking: dual 25GbE ports with 100G uplinks reduce cabling and TCO

Negative

• Single-socket node design: one AMD EPYC 4005 processor per node
• Limited memory per node: two DDR5 ECC UDIMM slots per node

Key Figures

Nodes per 6U enclosure: 40 server nodes Nodes per rack: 320 server nodes Memory slots per node: 2 DDR5 ECC UDIMM slots +5 more

8 metrics

Nodes per 6U enclosure 40 server nodes New MicroBlade 6U system capacity

Nodes per rack 320 server nodes Maximum nodes in standard 48U rack

Memory slots per node 2 DDR5 ECC UDIMM slots Per-node memory configuration

Memory speed 5600 MT/s DDR5 ECC UDIMM operating speed

PCIe Gen5 SSDs per node 2 PCIe Gen5 E1.S SSDs Local storage configuration

Additional SSD per node 1 M.2 SSD Per-node additional storage

Network ports Dual-port 25GbE Integrated networking via Broadcom BCM57414

Integrated switches Two 25G switches with 100G uplinks Enclosure networking and uplink capacity

Market Reality Check

Price: $33.58 Vol: Volume 31,369,994 vs 20-d...

normal vol

$33.58 Last Close

Volume Volume 31,369,994 vs 20-day average 33,855,728 – slightly below recent activity. normal

Technical Shares at 33.58, trading below 200-day MA at 41.66 despite the positive news.

Peers on Argus

SMCI gained 7.93% while key hardware peers like HPQ, PSTG, WDC, and STX were up ...

3 Up

SMCI gained 7.93% while key hardware peers like HPQ, PSTG, WDC, and STX were up more moderately, and LOGI was slightly negative. This points to a largely stock-specific reaction to the MicroBlade launch rather than a broad sector move.

Historical Context

5 past events · Latest: Feb 25 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 25	AI platform launch	Positive	+7.9%	Launched CNode-X AI data platform with NVIDIA and VAST Data.
Feb 25	AI demand response	Positive	+7.9%	Demonstrated AI GPU clusters providing fast grid demand response.
Feb 13	Investor conferences	Neutral	+0.4%	Announced March investor conference participation and 1x1 meetings.
Feb 03	Earnings release	Positive	+13.8%	Reported Q2 FY2026 results and provided FY2026 revenue and EPS guidance.
Jan 22	Earnings date set	Neutral	-2.3%	Scheduled Q2 FY2026 earnings release and webcast details.

Pattern Detected

Positive AI and earnings announcements have recently coincided with strong positive price moves.

Recent Company History

Over the past months, SMCI has reported several notable developments. On Feb 3, 2026, Q2 FY2026 results with net sales of $12.7B and guidance of at least $40.0B FY net sales saw a 13.78% gain. AI-focused announcements on Feb 25, 2026 both coincided with a 7.93% move. Conference participation on Feb 13, 2026 had a modest positive impact, while the earnings date notice on Jan 22, 2026 saw a small decline, showing occasional divergence on neutral news.

Market Pulse Summary

This announcement details SMCI’s new high-density MicroBlade platform based on AMD EPYC 4005 process...

Analysis

This announcement details SMCI’s new high-density MicroBlade platform based on AMD EPYC 4005 processors, supporting up to 40 nodes per 6U enclosure and 320 nodes per 48U rack. It targets cloud, edge, and SaaS workloads with DDR5, PCIe Gen5 storage, and 25GbE networking plus extensive remote management. In context of recent AI partnerships and strong reported revenues of $12.7B for Q2 FY2026, investors may track customer uptake, workload benchmarks, and subsequent design wins for this platform.

Key Terms

ddr5, ecc

2 terms

ddr5 technical

"two DDR5 ECC UDIMM slots operating at up to 5600 MT/s"

DDR5 is the latest generation of high-speed volatile memory used as the short-term workspace for computers and servers, like a faster, larger desk where a processor keeps information it’s actively using. It matters to investors because upgrades to DDR5 drive demand across chip makers, computer builders and data-centre operators, affecting sales, pricing power and product cycles; companies that lead in DDR5 production or adoption can gain a competitive and financial edge.

ecc technical

"two DDR5 ECC UDIMM slots operating at up to 5600 MT/s"

An earnings conference call (ECC) is a live audio presentation where a company’s leaders discuss recent financial results and answer questions from analysts and investors. Think of it as a post-game locker-room briefing that explains what happened, why it mattered, and what management expects next; investors listen for explanations, tone, and new details that can change the stock’s outlook.

AI-generated analysis. Not financial advice.

• Delivers Unmatched Scalability, Flexibility, Energy Efficiency
• Optimized for specialized compute including e-commerce and cybersecurity
• Up to 40 server nodes in a 6U enclosure

SAN JOSE, Calif., Feb. 26, 2026 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, is announcing the launch of the industry's first and highest-density blade server platform powered by the latest AMD EPYC™ 4005 series processors. Designed with a flexible, density-optimized blade architecture, Supermicro's new MicroBlade platform is designed for longevity and versatility. By including the latest AMD EPYC 4005 series processors, along with previous versions, the system provides seamless scalability and long-term investment protection, allowing organizations to expand and upgrade as compute requirements evolve.

"Our flexible blade architecture enables customers to mix different node types with different CPUs within a single enclosure and can incorporate up to 320 server nodes in a standard 48U rack," said Charles Liang, president and CEO of Supermicro. "Supermicro continues to lead the industry in delivering advanced, energy-efficient platforms to market that maximize scalability, lower total cost of ownership, and protecting data center investments for the long term."

For more information, please visit: https://www.supermicro.com/en/Aplus/MicroBlade/module/MBA-315R-1DE12.php

The new 6U system supports up to 40 nodes in a single enclosure, delivering unparalleled compute density, energy efficiency, and cost effectiveness for scale-out and multi-tenant environments. The platform is optimized for a wide range of efficient and high-density workloads, including:

• Cloud & Virtualization: Ideal for multi-tenant web hosting and small Virtual Private Server (VPS) instances.
• Modern Infrastructure: Kubernetes and microservices platforms, including API services and web front ends.
• Enterprise & Edge: Departmental private clouds and edge deployments requiring high density in constrained spaces.
• Data Services: Object storage gateways and high-efficiency data processing.
• Specialized Compute: Job-splitting simulations, e-commerce platforms, and cybersecurity applications.

Each node supports a single AMD EPYC 4005 series processor with two DDR5 ECC UDIMM slots operating at up to 5600 MT/s, along with two PCIe Gen5 E1.S SSDs and one M.2 SSD per node. Integrated networking features dual-port 25GbE via Broadcom BCM57414, with advanced security and manageability including TPM 2.0, signed firmware, hardware root of trust, IPMI 2.0, KVM over IP, and Redfish API support. The new MicroBlade system uniquely enables flexible mix-and-match configurations across single-wide and double-wide nodes further showcasing the versatility of the all-in-one Supermicro blade system. Connectivity further elevates its capabilities, with two integrated 25G Ethernet switches with 100G uplinks in the back of the enclosure, ensuring reliable, high-speed networking while lowering the TCO through cable reduction.

The MicroBlade chassis management module (CMM) provides total remote control of individual server blades, power supplies, cooling fans, and networking switches remotely. System administrators can control the maximum power consumption per server through power capping and manage the power allocation in the MicroBlade CMM for each blade server. Remote power control capabilities to reboot and/or reset the server are available as well as remote access to the BIOS configuration and operating system console information via SOL (Serial over LAN) or embedded KVM capabilities. Because the controller is a separate processor, all monitoring and control functions operate flawlessly regardless of CPU operation or system power-on status.

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.

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/supermicro-introduces-industrys-highest-density-amd-epyc-4005-series-microblade-for-cloud-edge-and-saas-workloads-302698031.html

SOURCE Super Micro Computer, Inc.

FAQ

What server density does Supermicro's MicroBlade (SMCI) deliver in a 6U enclosure?

It delivers up to 40 server nodes in a single 6U enclosure. According to the company, this enables up to 320 nodes in a standard 48U rack, providing high compute density for multi-tenant and scale-out environments.

Which processors power the new Supermicro MicroBlade platform (SMCI)?

The platform is powered by AMD EPYC 4005 series processors in single-socket nodes. According to the company, it also supports previous EPYC generations for flexible upgrades and long-term investment protection.

What networking and I/O features does the SMCI MicroBlade include?

It includes integrated dual-port 25GbE and two 25G switches with 100G uplinks in the backplane. According to the company, this lowers cabling, improves bandwidth, and supports high-speed multi-tenant workloads.

How does MicroBlade support remote management and security for SMCI customers?

MicroBlade offers CMM-based remote control, TPM 2.0, signed firmware, IPMI 2.0, KVM over IP, and Redfish API. According to the company, the separate controller ensures monitoring and control regardless of CPU or power state.

What memory and storage does each MicroBlade node support for SMCI systems?

Each node supports one AMD EPYC 4005 CPU, two DDR5 ECC UDIMMs up to 5600 MT/s, two PCIe Gen5 E1.S SSDs, and one M.2 SSD. According to the company, this balances high-density storage with efficient memory support.

Which workloads and use cases is the Supermicro MicroBlade (SMCI) optimized for?

The system targets cloud & virtualization, Kubernetes/microservices, enterprise edge, object storage gateways, and specialized compute like e-commerce and cybersecurity. According to the company, the design emphasizes energy efficiency and density for these workloads.