Uniti Receives Three Accolades for Its Commitment to Hiring Veterans

Rhea-AI Summary

Super Micro Computer (SMCI) announced new AI-optimized servers and edge systems and is showcasing them at Supermicro INNOVATE! 2025 in Madrid.

Key highlights include systems using NVIDIA HGX B300 and GB300 NVL72 rack-scale GPUs, new edge platforms with Intel Xeon 6 SoC, NVIDIA Jetson Orin NX, and a short-depth 1U using NVIDIA Grace C1. Products ship worldwide from manufacturing sites in the US, Netherlands, Taiwan, and Malaysia. Many systems offer liquid cooling that can reduce data center power consumption by up to 40%. New models target AI training, edge inference, telco RAN, and high-density GPU and storage use cases.

Key Figures

Q3 2025 revenue $722.6 million Reported in Q3 2025 10-Q after Windstream merger

Q3 operating loss $42.6 million Q3 2025 10-Q operating result

Q3 net income $1,608.9 million Boosted by gain on settlement in Q3 2025

Gain on settlement $1,685.4 million Q3 2025 gain on settlement of preexisting relationships

Total assets $12,079.2 million Balance sheet total assets at Q3 2025 quarter end

Notes and other debt $9,285.1 million Debt level reported in Q3 2025 10-Q

Cash and restricted cash $231.9 million Quarter-end cash position in Q3 2025 10-Q

New term notes issued $250,000,000 Private offering of secured fiber network revenue term notes

Market Reality Check

$6.50 Last Close

Volume Volume 2217579 is at 0.97x the 20-day average, indicating typical trading activity. normal

Technical Price 6.5 is trading above the 200-day MA of 5.44, reflecting a recovery from prior lows.

Peers on Argus

UNIT gained 1.72% while key peers were mixed: FPI 0%, LAND -0.44%, OUT -0.85%, PCH +1.34%, EPR -1.32%. The move appears more stock-specific than sector-driven.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 02	Conference participation	Neutral	+0.6%	IR participation at Raymond James 2025 TMT and Consumer Conference.
Nov 25	Network expansion	Positive	+5.2%	Kinetic milestone of 25,000 fiber homes passed in Broken Arrow.
Nov 18	Conference presentation	Neutral	-3.1%	CFO and IR team presenting at BofA Leveraged Finance Conference.
Nov 11	Conference presentation	Neutral	+4.6%	Management presenting at Wells Fargo 9th Annual TMT Summit.
Nov 11	Veteran recognition	Positive	+4.6%	Military Friendly® employer and spouse-friendly rankings for veteran hiring.

Pattern Detected

Recent news has been dominated by conferences, community fiber milestones, and veteran-hiring recognition, with generally modest but often positive price reactions.

Recent Company History

Over the last month, Uniti’s news flow has centered on investor conference participation and operating milestones. On Nov 25, 2025, Kinetic highlighted 25,000 fiber homes passed in Broken Arrow, coinciding with a 5.21% gain. Multiple conference appearances in mid‑November (Wells Fargo TMT, BofA Leveraged Finance) produced mixed single‑day moves between about -3% and +4.6%. On Nov 11, 2025, recognition by the Military Friendly® program aligned with a 4.59% rise. Today’s veteran‑focused accolades fit this pattern of ESG and community‑oriented announcements supporting modestly positive sentiment.

Market Pulse Summary

This announcement highlights additional recognition for Uniti’s veteran-hiring efforts, extending themes seen in the Nov 11, 2025 Military Friendly® accolades. While non-financial in nature, such ESG and workforce initiatives can shape brand and stakeholder perception. In parallel, investors may track fundamentals from the Q3 2025 10‑Q, including $722.6 million in revenue, a large gain-driven net income of $1,608.9 million, and debt of $9,285.1 million, along with recent secured note financing.

Key Terms

gpu technical

"dual-slot, full-height, full-length GPUs, including NVIDIA RTX Pro 6000"

A GPU (graphics processing unit) is a specialized computer chip designed to handle many calculations at once, originally for rendering images and video but now widely used for tasks like artificial intelligence, data analysis and high-performance computing. Investors watch GPU demand and prices because strong sales often signal growth for chip makers and their customers, affect profit margins and capital spending, and can forecast wider trends in gaming, AI adoption and cloud services.

edge ai technical

"Designed for Edge AI workloads in retail, manufacturing, and other"

Edge AI refers to artificial intelligence systems that process data directly on local devices or nearby servers rather than sending information to distant data centers. This allows for faster decision-making and real-time responses, similar to how a home security camera can instantly detect motion without needing to connect to a remote server. For investors, edge AI represents a growing trend toward more efficient, responsive technology that can create new opportunities across various industries.

5g technical

"including 10 Gb Ethernet, 5G, and Wi-Fi integration."

5G is the fifth generation of wireless technology that provides faster internet connections, lower latency, and greater capacity than previous networks. It enables quicker downloads, smoother streaming, and more reliable connections for devices. For investors, 5G represents a significant upgrade in technology infrastructure that can drive growth in related industries such as smartphones, smart cities, and the Internet of Things.

AI-generated analysis. Not financial advice.

• Just Released Systems Incorporate NVIDIA RTX Pro™ and NVIDIA HGX™ B300 GPUs, and NVIDIA GB300 NVL72 complete rack-scale solutions
• Entire AI Portfolio Shipping Worldwide from Manufacturing facilities in the US, the Netherlands, Taiwan, and Malaysia
• New Edge-Optimized Systems Featuring Intel^® Xeon^® 6 SoC processors, NVIDIA Jetson Orin™ NX, and NVIDIA Grace C1

SAN JOSE, Calif. and MADRID, Sept. 22, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, announced today several new servers and is showcasing its latest AI-optimized systems at the Supermicro INNOVATE! event in Madrid, Spain. As part of the ongoing expansion of Supermicro's EMEA engineering, manufacturing, and sales efforts, the INNOVATE! event will allow customers and channel partners to learn about the full range of Supermicro products with ample opportunity to dig deep with product experts. In addition, attendees will have the chance to explore Supermicro's Data Center Building Block Solutions^®, which will deliver the complete IT infrastructure for the next generation of data centers.

"Supermicro INNOVATE! 2025 is where we bring together our European, Middle eastern, and African customers, partners, and the broader technology community to explore state-of-the-art infrastructure technologies and solutions equipped for the future of AI," said Vik Malyala, Managing Director and President, EMEA, at Supermicro. "This event highlights our commitment to delivering the most advanced, energy-efficient solutions to organizations worldwide to achieve better outcomes."

Supermicro's solutions are developed and built in close partnership with AMD, Intel, and NVIDIA. Using Supermicro's modular approach, many configurations can be quickly assembled to optimize support for a wide variety of workloads, from the edge to the data center. Whether it's data center AI training or edge inference, Supermicro designs, produces, and delivers solutions that enable rapid AI training and complex inference near data sources. This reduces network congestion, leading to faster decision-making.

The latest Supermicro AI-optimized systems are now available with the newest generation of GPUs from NVIDIA, the NVIDIA HGX™B300 and NVIDIA GB300 NVL72 rack-scale solutions. Many systems are available with liquid cooling, which can reduce data center power consumption by up to 40%.

At the Supermicro INNOVATE! EMEA event in Madrid, Supermicro will show its new AI training servers and the expansion of its edge portfolio with systems optimized for distributed AI workloads, featuring Intel Xeon 6 SoC processors and NVIDIA Jetson Orin NX. These systems are designed to deliver high-performance and power-efficient solutions in environments where energy, cost, and space are key factors. Supermicro is introducing a short-depth 1U system featuring NVIDIA Grace C1, designed to integrate AI into the Radio Access Network (RAN).

For more information, please visit https://www.supermicro.com/en/solutions/dcbbs

Supermicro's New Edge Systems  

• ARS-111L-FR: A short-depth system powered by NVIDIA Grace C1 CPU with Front I/O, designed for telco cabinets where space and power are at a premium. With up to 2 low-profile GPUs, such as the NVIDIA L4 Tensor Core GPU, and support for NVIDIA ConnectX^®-7, the ARS-111L-FR provides operators with a future-ready, performance-efficient platform capable of delivering both AI and networking services at the edge.
• ARS-E103-JONX: Designed for Edge AI workloads in retail, manufacturing, and other enterprise environments, this compact fanless system, featuring the NVIDIA Jetson Orin NX, is a highly advanced AI computer for edge applications. It provides power-efficient, high-performance data inferencing, capable of delivering up to 157 TOPS for multiple concurrent AI pipelines, combined with high-speed I/O interface options, including 10 Gb Ethernet, 5G, and Wi-Fi integration.
• SYS-212D-64C-FN8P: This 2U, short-depth system features an Intel Xeon 6 SoC processor with 64 cores and integrated Intel vRAN Boost, delivering improved performance-per-watt for high-traffic networking locations in the telecom network. Additionally, the system comes with built-in time sync and GNSS features, as well as 8 built-in 25 GbE ports, and the option to add more through add-on cards.

Product families at Supermicro INNOVATE!

• SuperBlade ^® – Flagship green computing solution with maximum performance, higher availability, and lower TCO for stock and option exchanges, AI Inference, Visual Computing, EDA, Data Analytics, HPC, Cloud, and Enterprise workloads. It supports the dual-slot, full-height, full-length GPUs, including NVIDIA RTX Pro 6000 Server Edition. SuperBlade systems are available in either air-cooled or liquid-cooled configurations.
• MicroBlade ^® – Highest density and most cost-effective single-socket server solutions for AI Inference, EDA, Hosting, VDI, and Cloud workloads. It also supports the dual-slot, full-height, full-length GPUs, including NVIDIA RTX Pro 6000 Server Edition.
• Edge – High-density processing power in compact form factors optimized for network edge installation. Two new edge systems on display are SYS-112D-42C-FN8P and ARS-E103-JONX, which feature NVIDIA Jetson Orin NX, the most versatile AI computer for edge applications.
• Workstation – Workstation performance and flexibility in a rackmount form factor, offering increased density and security for organizations looking to utilize centralized resources.
• Petascale and Top-loading Storage – Density-maximized storage systems optimized for software-defined data centers, with easy-to-deploy 60 or 90 drive bays.
• 1U and 2U Rackmount Platforms – Flagship-performance Hyper and cloud data center optimized CloudDC supporting up to 4 double-width or 8 single-width GPUs.
• 5U PCIe GPU – Highly flexible, thermally optimized architectures designed to support up to 10 GPUs in a single chassis with air cooling. Key workloads include AI inference and fine-tuning, 3D rendering, simulation, and cloud gaming.

The new systems will be showcased at Supermicro INNOVATE! 2025 and will be available to customers worldwide.

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 Super Micro Computer (SMCI) announce at Supermicro INNOVATE! 2025?

SMCI introduced new AI training and edge systems featuring NVIDIA HGX B300, GB300 NVL72, Intel Xeon 6 SoC, NVIDIA Jetson Orin NX, and a short-depth system with NVIDIA Grace C1.

Which Supermicro systems advertised lower power use and by how much?

Supermicro said many systems offer liquid cooling that can reduce data center power consumption by up to 40%.

Where will Supermicro ship the new AI portfolio and from which manufacturing locations?

The company said the AI portfolio ships worldwide from manufacturing facilities in the US, the Netherlands, Taiwan, and Malaysia.

What Supermicro edge systems target telco and RAN deployments in 2025?

The short-depth 1U ARS-111L-FR with NVIDIA Grace C1 and the SYS-212D-64C-FN8P with Intel Xeon 6 SoC target telco and RAN edge deployments.

Which Supermicro product supports up to 157 TOPS for edge inferencing?

The ARS-E103-JONX compact fanless system with NVIDIA Jetson Orin NX is described as capable of delivering up to 157 TOPS for concurrent AI pipelines.