Super Micro Computer, Inc.(SMCI)
Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software. The company provides application-optimized server solutions, rackmount and blade servers, storage, and subsystems and accessories; and server software management solutions, such as Server Management Suite, including Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories. Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and technical documentation, and training services. Additionally, it offers help desk and on-site product support services for its server and storage systems; and customer support services, including ongoing maintenance and technical support for its products. The company provides its products to enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing markets. It sells its products through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. The company was incorporated in 1993 and is headquartered in San Jose, California.
Latest News & Analysis
SMCI's Multi-Vendor Pivot: De-Risking Margin Recovery Through AMD MI355X
AMD MI355X platform launch signals multi-vendor GPU strategy, de-risking margin recovery thesis and expanding addressable market beyond Blackwell.
Supermicro's Platform Play: From Blackwell Orders to Validated AI Factory Deployment
Supermicro moves from $13B Blackwell order book to pre-validated AI Factory platforms at Supercomputing 2025, materializing DCBBS margin recovery.
Super Micro's Q1 Earnings Validate AI Demand Durability: The Margin Pressure Debate
SMCI's $36B FY2026 guidance and $13B Blackwell order book confirm hyperscaler demand resilience; Q1 miss was timing, not structural collapse.
Super Micro's Federal Pivot: From Hyperscaler Concentration to Government Diversification
SMCI establishes federal subsidiary and deepens US manufacturing capabilities, addressing investor concerns about customer concentration and supply-chain risk.
Super Micro's Blackwell Moment: Portfolio Expansion Masks Q1 Execution Risk
SMCI's MicroBlade and Blackwell systems validate AI strategy, yet Q1 miss and margin pressure create near-term headwinds.
Super Micro Computer's AI Growth and Nasdaq Compliance
Intraday analysis highlights SMCI’s AI server demand surge, $40B revenue target, and Nasdaq compliance challenges impacting investor sentiment.
Super Micro Navigates AI Boom and Compliance Challenges
Data from Monexa AI shows SMCI’s mixed Q2 results amid robust AI demand, Nasdaq filing hurdles, and margin pressures.
Supermicro's AI Server Boom: Growth and Volatility in 2025
Intraday update on Supermicro's stock surge on Feb 18, 2025 with strong AI server momentum and Nasdaq compliance efforts.
Super Micro Computer (SMCI): AI Server Growth & 10-K Impact
A data-driven update on SMCI's intraday performance, AI server growth and 10-K filing impact amid market volatility.
SMCI at a Crossroads: Nasdaq Deadline, AI Server Market, and Government Scrutiny
Super Micro Computer (SMCI) navigates a Nasdaq deadline, AI server market dynamics, and government scrutiny. An analysis of challenges, opportunities, and future prospects.
SMCI: Navigating Nasdaq Compliance and the AI Server Boom
Super Micro Computer (SMCI) regains Nasdaq compliance, triggering a stock surge. The company is poised for growth in AI servers and liquid cooling, but risks remain.
SMCI Stock: Navigating Volatility, Accounting Concerns, and the AI Server Boom
Super Micro Computer (SMCI) navigates volatility, accounting concerns, and the AI server boom. Investors should weigh risks and rewards carefully.
Super Micro Computer, Inc.: Navigating Growth in the AI Server Market
Super Micro Computer, Inc. (SMCI) navigates AI server market growth amid SEC compliance, manufacturing expansion, and competition. Actionable insights for investors.
Super Micro Computer, Inc. (SMCI): Regulatory and Growth Dynamics
An in-depth analysis on SMCI's robust AI-driven revenue growth, margin pressure from GPU costs, and evolving regulatory challenges.
SMCI: Growth, Margins, and Regulatory Challenges
SMCI navigates impressive growth amid AI infrastructure demand, margin pressures, and regulatory scrutiny. A deep dive into financial performance and strategic outlook.
Super Micro Computer (SMCI): Navigating the AI and Cloud Boom
Super Micro Computer (SMCI) navigates the AI/cloud landscape with growth opportunities and challenges. Stock volatility reflects analyst debates and market shifts.
Super Micro Computer (SMCI): AI, GTC Impact, and Financial Analysis
Super Micro Computer (SMCI) navigates AI infrastructure demand, NVIDIA's GTC 2025 impact, and financial health. Key analysis for investors.
Supermicro (SMCI): Riding the AI Wave, But Can It Sustain the Momentum?
SMCI's stock surge driven by AI server market position and NVIDIA partnership. Challenges include competition, negative cash flow. Investors should manage risk.
SMCI Under Pressure: Analyzing the Goldman Sachs Downgrade and Market Impact
Analysis of Super Micro Computer, Inc. (SMCI) after a Goldman Sachs downgrade, focusing on its AI market position, financial health, and future prospects.
SMCI: AI Growth, Shareholder Scrutiny, and Market Challenges
Super Micro Computer (SMCI) navigates rapid AI growth amidst a shareholder investigation, tariff impacts, and cash flow concerns. A detailed analysis of SMCI's challenges and opportunities.
Super Micro's AI Dominance: Strategic Moves and Financial Impact
Super Micro Computer, Inc. ([SMCI](/dashboard/companies/SMCI)) is rapidly expanding its AI and edge computing solutions, with recent strategic partnerships and robust financial projections.
Super Micro Computer (SMCI) Accelerates AI Growth with Blackwell
Super Micro Computer (SMCI) expands its AI solution portfolio with NVIDIA Blackwell architecture, secures a $20B DataVolt deal, and partners with Ericsson, amidst ongoing shareholder scrutiny.
Super Micro Computer (SMCI): AI Server Leadership & Strategic Growth
SMCI cements AI server leadership with AMD & Nvidia innovations, plus a key Ericsson Edge AI partnership, driving significant revenue growth.
Super Micro Computer (SMCI): AI Infrastructure Dominance & Growth
Super Micro Computer, Inc. (SMCI) is at the forefront of AI infrastructure, with new product launches and strategic partnerships driving significant growth.
SMCI's $2.3 Billion Capital Injection: Fueling AI Hardware Dominance
Super Micro Computer (SMCI) recently secured $2.3 billion via zero-interest convertible notes to fuel its AI hardware expansion. This capital injection aims to bolster manufacturing, R&D, and market reach, positioning SMCI at the forefront of AI infrastructure.
Super Micro Computer (SMCI) Navigates AI Growth Amid Margin Pressures and Strategic Financing
Super Micro Computer (SMCI) advances in AI infrastructure with robust revenue growth but faces margin contraction, intense competition, and a $2.3B convertible note offering.
Super Micro Computer (SMCI) Q3 2025 Analysis: AI Growth Amid Margin Pressure
Super Micro Computer navigates rapid AI-driven revenue growth with margin compression, strategic NVIDIA partnership, and convertible debt financing in Q3 2025.
Super Micro Computer (SMCI) Stock Surges on Robust Revenue Growth and Strategic Financial Moves
Super Micro Computer's recent 110% revenue growth and strategic capital raise mark a pivotal shift in its market positioning and financial health.
Super Micro Computer (SMCI) Q4 2024 Review: AI Server Growth & Strategic Capital Expansion
Super Micro Computer (SMCI) reports strong FY 2024 growth driven by AI server demand, strategic tech partnerships, and robust capital expansion, positioning for future gains.
Super Micro Computer (SMCI) Faces Execution and Margin Pressures Amid AI Server Boom
BofA downgrades SMCI with $35 target, citing execution risks and margin compression despite strong AI-driven revenue growth and strategic expansion.
Super Micro Computer (SMCI) Market Analysis: AI Server Leadership Amid Growth and Execution Challenges
Super Micro Computer (SMCI) strengthens its AI server market position through NVIDIA partnerships and liquid cooling, facing growth and execution risks.
Super Micro Computer, Inc. (SMCI) Latest Financial and Strategic Update Analysis
Detailed financial and strategic analysis of Super Micro Computer, Inc. (SMCI) with insights on recent earnings, growth metrics, and competitive positioning.
Super Micro Computer Inc. (SMCI) AI Server Innovation and Financial Growth Analysis
Super Micro Computer's X14 servers with Intel Xeon 6 boost AI market position amid strong revenue growth and strategic capital raises.
Super Micro Computer Inc. (SMCI) AI Server Strategy and Financial Growth Analysis
Explore Super Micro Computer's AI server innovations, strategic partnerships, and robust financial growth shaping its competitive edge in the expanding AI infrastructure market.
Super Micro Computer (SMCI) Market Surge and AI Expansion Fuel Growth
Super Micro Computer (SMCI) shares surge +10.24% on strategic AI server growth, European expansion, and NVIDIA Blackwell GPU integration.
Super Micro Computer (SMCI) AI Infrastructure Growth, Strategic Partnerships, and Market Surge Analysis
Super Micro Computer (SMCI) leads AI infrastructure growth with Nvidia/AMD partnerships, European expansion, and innovative cooling tech driving a +10.24% stock surge.
Super Micro Computer (SMCI) Q4 AI Growth Analysis: DataVolt Deal, Blackwell Demand, and Market Position
Explore Super Micro Computer's AI-driven growth, $20B DataVolt partnership, Blackwell GPU demand, and strategic positioning ahead of Q4 FY2025 earnings.
Super Micro Computer Inc. (SMCI) Q4 Earnings Miss and Guidance Cut: AI Server Market Challenges and Strategic Insights
Super Micro Computer (SMCI) stock plunges -21.32% after Q4 earnings miss and FY26 guidance cut amid AI server market pressures and operational hurdles.
Super Micro Computer Inc. (SMCI) Q4 2025 Earnings & Strategic Financial Analysis
Super Micro Computer reported a revenue surge to $21.97B in FY 2025 despite EPS miss, highlighting strategic investments and competitive challenges.
Super Micro Computer (SMCI) — Revenue Forecast & Margin Analysis
Data-driven update on SMCI: FY2025 revenue surge, FY2026 $33B guide, margin compression, cash strength and the competitive stakes in Blackwell-era AI servers.
Super Micro Computer (SMCI): Strategic Deals, Blackwell & Financials
Super Micro Computer's recent $20B DataVolt partnership highlights its strategic position in the AI infrastructure market, driving growth alongside Nvidia's Blackwell GPU integration.
Super Micro Computer (SMCI): Revenue Surge Meets Margin Squeeze — The Balance Sheet Breakthrough
SMCI grew revenue to **$21.97B** in FY2025 but saw gross margins slide to **11.06%**; cash rose to **$5.17B** and the company is now net cash by **$412.3M**.
Super Micro Computer (SMCI): Growth Repriced After Guidance Cut and Margin Compression
A sharp guidance cut to “at least” $33B for FY2026, Q4 revenue of ~$5.8B and single‑digit gross margins forced a market re‑rating; cash pile, rising debt and customer concentration now determine execution risk.
Super Micro (SMCI): FY2025 Results, Cash-Flow Surge and the $33B FY26 Roadmap
SMCI delivered **$21.97B** in FY2025 revenue and a dramatic swing to **$1.53B** free cash flow while targeting at least $33B in FY2026 — here’s what the numbers imply.
Super Micro (SMCI): FY2025 Shock, Margin Collapse and Cash Strength
SMCI posted **$21.97B** in FY2025 revenue but suffered a gross margin collapse to **11.06%**, sparking a ~29–30% stock drawdown amid governance concerns.
Super Micro Computer (SMCI): Revenue Surge, Cash Build and the Capital-Allocation Tightrope
Super Micro's FY2025 revenue jumped to **$21.97B** (+46.56% YoY) while cash climbed to **$5.17B**; the company added leverage and repurchased stock, raising strategic questions.