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SMCI·Nasdaq·US

Super Micro Computer

Super Micro Computer designs and manufactures high-performance server, storage, and rack-scale infrastructure systems for enterprise, cloud, AI, HPC, 5G, and edge workloads. The company is known for integrated AI server platforms and liquid-cooled data center solutions built on modular, open-standard architectures.

Recent Activity

Updated Oct 24, 2026
–Supermicro introduced the NVIDIA Vera CPU Rack, a 100% liquid-cooled rack-scale solution with 256 NVIDIA Vera CPUs, offering dedicated CPU capacity for agent sandboxes.
–The Vera CPU Rack is designed to complement the NVIDIA Vera Rubin NVL72 platform and uses common DCBBS infrastructure.
–Super Micro Computer reported strong preliminary revenue for its fiscal first quarter.
–Super Micro's Ben Lee said AI factory deployment depends on data pipelines and time to operation, not just on raw GPU counts.

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Thematic Position

SMCI

Relationship Groups

Suppliers6
Customers5
Competitors5

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Recent Discoveries

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Ended Relationships

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Management Perspective on Regulatory & Geopolitical Developments

export controlsanctionimport restriction
U.S. export control compliance requirements create licensing burdens for Super Micro Computer serving China and other restricted markets
SEC 10-KAug 31, 2026

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