Supermicro Unveils High-Density, Liquid-Cooled and Air-Cooled 6U SuperBlade® Powered by Intel® Xeon® 6900 Series Processors for Maximum Performance and Efficiency

Rhea-AI Summary

Supermicro (NASDAQ: SMCI) introduced the SBI-622BA-1NE12-LCC 6U SuperBlade on Jan 1, 2026, a high-density blade chassis powered by dual Intel Xeon 6900 Series processors (up to 256 P-cores per blade; up to 128 P-cores per CPU).

The design supports direct liquid cooling and air cooling, fits a standard 19-inch rack at 32-inch depth, reduces cabling by up to 93%, and lowers footprint by up to 50%. A 6U enclosure holds up to 10 blades, enabling up to 25,600 cores per rack and support for memory up to 3TB DDR5 per blade plus multiple NVMe and E1.S drives and 400G networking options.

Positive

• 93% cable reduction versus traditional 1U servers
• 50% space savings versus traditional rackmount servers
• Up to 25,600 cores per rack (10 blades per 6U enclosure)
• Supports up to 3TB DDR5 memory per blade and multiple NVMe drives

Negative

• Each Intel Xeon 6900 CPU can have up to a 500W TDP
• High compute density may require advanced cooling and power provisioning due to 500W CPU TDP levels

Key Figures

Cable reduction 93% Versus traditional 1U servers in 6U SuperBlade design

Space savings 50% Rack space savings versus traditional rackmount servers

SuperBlade depth 32 inches Enclosure depth fitting standard 19-inch racks

Blade density 10 nodes per 6U Liquid-cooled configuration in 6U SuperBlade enclosure

Core count per CPU 128 P-cores Per Intel Xeon 6900 series processor in SuperBlade

Cores per rack 25,600 cores Maximum high-performance core count per rack

Memory capacity 3TB DDR5 RDIMM Maximum per blade with 24 DIMM slots at 6400MT/s

Network switches 2 x 25G with 100G uplinks Integrated Ethernet switches per enclosure

Market Reality Check

$30.96 Last Close

Volume Volume 23,858,442 vs 20-day avg 20,509,034 (relative volume 1.16x). normal

Technical Price 29.27 is below 200-day MA 42.31 and 55.95% under 52-week high.

Peers on Argus

Peers HPQ, PSTG, WDC, STX, and LOGI show same-day declines between -1.14% and -2.55%, similar directionally to SMCI’s -1.28% move, but no momentum scanner confirmation of a coordinated sector move.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 11	AI engagement	Positive	-5.0%	Early-stage AI infrastructure discussions tied to Philippines sovereign fund modernization.
Dec 09	Product launch	Positive	-0.3%	Launch of liquid-cooled NVIDIA HGX B300 systems in new rack form factors.
Dec 09	Product showcase	Positive	-1.0%	Announcement of AI-optimized servers and edge systems at Supermicro INNOVATE! 2025.
Nov 20	Investor conferences	Positive	-6.4%	Participation in multiple December technology and AI investor conferences and fireside chats.
Nov 19	AI hardware launch	Positive	-3.4%	New 10U air‑cooled AI server featuring AMD Instinct MI355X GPUs and higher TDP.

Pattern Detected

Recent positive AI and product announcements have been followed by negative next‑day price moves, suggesting a pattern of selling into good news.

Recent Company History

Over the last several months, SMCI has issued multiple AI and hardware-related updates, including new NVIDIA HGX B300 systems on Dec 9, 2025 and AMD Instinct MI355X-based servers on Nov 19, 2025. It also highlighted investor conference participation on Nov 20, 2025. Despite generally constructive operational news, the stock saw negative 24‑hour reactions after each event. Today’s SuperBlade launch continues a theme of high-density, liquid‑cooled AI infrastructure expansion against a backdrop of weak recent price responses to similar news.

Market Pulse Summary

This announcement adds a high-density 6U SuperBlade platform with up to 25,600 cores per rack, notable 93% cable reduction, and both air and direct liquid cooling options. It extends SMCI’s strategy of optimizing AI and HPC infrastructure efficiency. Recent history shows multiple AI hardware launches and investor events in late 2025, alongside softer financial results in the Q1 FY2026 10‑Q. Investors may watch adoption trends, margin impacts, and any further insider activity in upcoming filings.

Key Terms

direct liquid cooling technical

"Both air cooling and direct liquid cooling (CPU-only and CPU/DIMM/VRM cold plates)..."

Direct liquid cooling is a method that removes heat from electronic components by bringing a coolant into close contact with the parts that generate heat, rather than relying on fans and air flow. For investors, it matters because it enables denser, more energy-efficient and potentially more reliable data centers or computing equipment—think of it as swapping a box fan for a targeted water jacket—lowering operating costs and supporting faster, higher-performance hardware.

tco financial

"These benefits not only minimize the total cost of ownership (TCO)..."

TCO (Total Cost of Ownership) is the full, long-term expense of acquiring, operating, maintaining and eventually disposing of an asset or system, not just the upfront purchase price. Investors care because TCO reveals hidden ongoing costs that affect profitability and returns — like buying a car where fuel, repairs and insurance can outweigh the sticker price — helping compare real value between options.

pcie 5.0 technical

"The robust storage options feature up to four PCIe 5.0 NVMe SSDs..."

PCIe 5.0 is the latest generation of the standard used to connect internal computer parts like processors, graphics cards and fast storage so they can move data to each other very quickly. Think of it as a much wider, faster highway inside a computer: it delivers roughly double the data bandwidth of the previous generation, which matters to investors because it enables higher-performance servers, storage and AI hardware that can drive demand for chips, data‑center equipment and related suppliers.

nvme technical

"The robust storage options feature up to four PCIe 5.0 NVMe SSDs..."

NVMe is a fast data-transport standard that lets modern solid-state drives (SSDs) move information much more quickly and efficiently than older interfaces, acting like a wider, faster highway between storage and a computer’s processor. For investors, NVMe matters because it boosts device and server performance, can lower operating costs and power use in data centers, and influences which products and suppliers are competitive in markets where speed and efficiency drive revenue and margins.

infiniBand technical

"supports three PCIe 3.0 x16 cards – e.g., three 400G InfiniBand/Ethernet cards..."

Infiniband is a high-speed data transport technology used inside data centers to move large amounts of information quickly and with very little delay, often used for servers, storage and computing clusters. Investors should care because it acts like a multilane expressway for data—companies that build, use or support such fast networks can gain competitive advantages in cloud services, high-performance computing and AI workloads, which can affect costs and revenue potential.

ddr5 rdimM technical

"supporting a maximum of 3TB of 6400MT/s DDR5 RDIMM or 1.5TB of 8800MT/s DDR5 MRDIMM..."

DDR5 RDIMM is a type of high-performance server memory: DDR5 denotes the fifth-generation volatile memory technology used for active data storage, and RDIMM means the modules include a small hardware buffer that makes them more stable and scalable in large systems. For investors, adoption of DDR5 RDIMM matters because it can enable faster, more reliable and higher-capacity data centers and servers, which influences demand for chips, systems and cloud services—similar to upgrading from a crowded bookshelf to sturdier, better-organized shelving that lets you store and access more books quickly.

AI-generated analysis. Not financial advice.

• 6U SuperBlade's innovative design delivers up to 93% cable reduction and 50% space savings compared to traditional 1U servers
• 32-inch depth enclosure fits in a standard 19-inch rack, eliminating the need for a deep rack
• Supports both air cooling (v 6U 5 nodes) and liquid cooling (6U 10 nodes)
• Powered by dual Intel Xeon 6900 Series Processors with P-cores, the 6U SuperBlade delivers high compute density, supporting up to 100 servers per rack
• Optimized for demanding HPC and AI workloads including manufacturing, financial services, scientific research, energy and climate & weather modeling

SAN JOSE, Calif., Dec. 31, 2025 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, is announcing the latest addition to its SuperBlade family with the  SBI-622BA-1NE12-LCC, a high-density, direct liquid-cooled blade server powered by dual Intel Xeon 6900 series processors with up to 256 P-cores. This new SuperBlade solution delivers outstanding compute density, power efficiency, and performance. This new SuperBlade solution delivers outstanding compute density, power efficiency, and performance. Both air cooling and direct liquid cooling (CPU-only and CPU/DIMM/VRM cold plates) can be supported.

"Supermicro's SuperBlade architecture delivers industry-leading server density and energy efficiency, forming the foundational infrastructure for many of the world's largest and most powerful high-performance computing systems. said Charles Liang, president and CEO of Supermicro. "This new iteration is the most core-dense SuperBlade we've ever created, providing customers with a scalable, efficient platform that leverages shared resources and direct liquid cooling to achieve maximum performance per watt and per square foot in modern data centers."

For more information, please visit: https://www.supermicro.com/en/products/superblade/module/sbi-622ba-1ne12-lcc.php 

SuperBlade delivers unparalleled compute density with the support for dual Intel Xeon 6900 series processors — each CPU equipped with up to 128 powerful P-cores and up to 500W TDP. A single 6U SuperBlade enclosure supports up to 10 SBI-622BA-1NE12-LCC blades, containing up to 25,600 high-performance cores per rack. By leveraging shared power supplies and fans along with integrated chassis management and networking, one enclosure can deliver the compute performance of an entire traditional server rack in a much smaller physical space. This approach lowers operating costs and power consumption without compromising performance. The SuperBlade® 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 on a server through power capping and manage the power allocation in the SuperBlade 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 vial 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.

The hot-swappable design also provides significant advantages for enterprises and data centers, reducing cabling by up to 93% and consuming up to 50% less space than traditional rackmount servers. These benefits not only minimize the total cost of ownership (TCO) but also facilitate efficient data center modernization.

At the heart of this SuperBlade® solution is unparalleled memory and storage flexibility. The system accommodates up to 24 DIMM slots per blade, supporting a maximum of 3TB of 6400MT/s DDR5 RDIMM or 1.5TB of 8800MT/s DDR5 MRDIMM — perfectly suited for memory-intensive applications. The robust storage options feature up to four PCIe 5.0 NVMe SSDs, two hot-swap E1.S SSDs, and two M.2 SSDs. The flexible PCIe expansion feature supports three PCIe 3.0 x16 cards – e.g., three 400G InfiniBand/Ethernet cards, or one 400G InfiniBand/Ethernet and two GPUs to provide acceleration for AI, HPC, and graphics-heavy workloads. Connectivity and acceleration further elevate SuperBlade 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.

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 did Supermicro (SMCI) announce on January 1, 2026 about the 6U SuperBlade?

Supermicro announced the SBI-622BA-1NE12-LCC 6U SuperBlade powered by dual Intel Xeon 6900 processors supporting liquid and air cooling and high-density configurations.

How many cores and blades does a 6U SuperBlade enclosure support for SMCI hardware?

A single 6U enclosure supports up to 10 blades, enabling up to 25,600 cores per rack when fully populated.

What cooling and rack requirements are specified for the SMCI 6U SuperBlade?

The system supports both air cooling and direct liquid cooling, fits a standard 19-inch rack with a 32-inch depth enclosure.

What memory and storage capacity does Supermicro's 6U SuperBlade support?

Each blade supports up to 24 DIMM slots with up to 3TB DDR5, plus up to four PCIe 5.0 NVMe SSDs, two E1.S SSDs, and two M.2 SSDs.

What networking and expansion options come with the SMCI SuperBlade?

The enclosure includes two integrated 25G Ethernet switches with 100G uplinks and flexible PCIe expansion supporting 400G InfiniBand/Ethernet or GPUs.