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Super Micro Computer

Modular, energy-efficient server hardware solutions

Overview

Super Micro Computer designs and sells high-performance, energy-efficient server hardware and related software and services for data centers, cloud, AI, 5G, and edge computing. Its modular Building Block Solutions let customers assemble configurable servers, storage, motherboards, and chassis from common components to match workloads. The company emphasizes green computing and power efficiency to reduce energy use in large-scale deployments and enable faster procurement. Its goal is to help customers deploy reliable computing infrastructure quickly through direct sales and an extensive partner network of distributors and value-added resellers.

Significant Headcount Growth

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About Super Micro Computer

Simplify's Rating
Why Super Micro Computer is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsHardwareEnterprise SoftwareAI & Machine Learning

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

San Jose, CA

Founded

1993

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Simplify's take

What believers are saying

  • November 3, 2026 revenue reached $19.9 billion, up 298%, with full-year guidance raised.
  • Backlog exceeded $60 billion in fiscal 2026, supporting delivery demand through 2027.
  • Cisco, NVIDIA, and IBM partnerships expand Supermicro’s channel reach and inference product relevance.

What critics are saying

  • The SEC subpoena and SDNY export-control indictment keep compliance and disclosure risk alive into 2027.
  • Quarterly operating cash used hit $434 million on November 3, 2026, stressing working capital.
  • Hyperscaler concentration and 12.7% gross margin make one customer slowdown devastating by 2027.

What makes Super Micro Computer unique

  • Supermicro pairs server design, liquid cooling, storage, and rack integration into one DCBBS stack.
  • On November 5, 2026, Supermicro and IBM-NVIDIA launched a KV cache inference system.
  • Supermicro’s October 2026 Vera CPU rack offers 256 CPUs in a fully liquid-cooled design.

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Funding

Total Funding

$11.3B

Above

Industry Average

Funded Over

4 Rounds

Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison Coming Soon

Benefits

  • Performance Bonus
  • Company Equity

Stock Price

Growth & Insights and Company News

6 month growth

18%

1 year growth

19%

2 year growth

19%
Fintech Observer
Nov 10th, 2026
MUFG backs Finnish AI cloud firm Verda in $189M unicorn round

MUFG Innovation Partners (MUIP), the venture arm of Japan's Mitsubishi UFJ Financial Group, has invested in Finnish AI cloud provider Verda Cloud Oy. The investment is part of a $189 million round that makes Verda a unicorn. Emergence Capital, Supermicro, and 6 Degrees Capital also joined the round. Advisory firm Intralink introduced Helsinki-based Verda to MUIP in Tokyo in June. Founded in 2020 and led by chief executive officer Ruben Bryon, Verda runs an on-demand AI cloud platform, from physical servers and GPUs to software services. It is an NVIDIA Preferred Partner, uses only renewable energy, and has about 250 staff in Europe, the US, and Asia. MUIP cited rising demand for generative AI compute and Europe's push for sovereign AI infrastructure. Chief business officer Anssi Harjunpää said MUFG's backing strengthens Verda's position in Japan as it expands across Asia-Pacific.

Insider Monkey
Nov 6th, 2026
Super Micro Computer (SMCI) makes the list of the Cheapest AI Data Center Stocks.

Super Micro Computer (SMCI) makes the list of the Cheapest AI Data Center Stocks. Published November 6, 2026 at 6:33 pm EST Super Micro Computer, Inc. (NASDAQ:SMCI) ranked tenth on our newly published list of the 10 Cheapest AI Data Center Stocks to Buy According to Billionaires. AI data center investment keeps expanding, but the companies supplying that capacity face different paths to profit. The International Energy Agency's October 2026 report estimates that hyperscalers will spend more than $700 billion on capital investment this year, mostly on new data centers. The report also points out constrained...

PR Newswire
Nov 5th, 2026
Supermicro launches KV cache solution with IBM and NVIDIA demonstrating significant Inference Performance benefits.

Supermicro launches KV cache solution with IBM and NVIDIA demonstrating significant Inference Performance benefits. 05 Nov, 2026, 19:35 IST * The KV (key-value) cache solution integrates Supermicro Petascale storage servers, IBM Storage Scale software, NVIDIA Dynamo inference software, and NVIDIA Spectrum-X Ethernet switches * Performance testing shows that the KV cache solution reduces Time-to-First-Token (TTFT) for long-context windows compared to systems with no KV cache * Customers can dramatically improve inference efficiency through higher GPU utilization, throughput, and infrastructure scalability SAN JOSE, Calif., Nov. 5, 2026 /PRNewswire/ - Supermicro, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions(R)(DCBBS), today announced a new KV cache storage solution with IBM and NVIDIA. The joint solution integrates Supermicro Petascale all-flash storage servers using AMD EPYC 9005 Series processors ("Turin"), IBM Storage Scale software, along with NVIDIA Dynamo inference framework software and Spectrum-X Ethernet networking. Together, these technologies can dramatically reduce the time it takes AI models to begin generating a response, a critical advantage as enterprises adopt agentic and long-context AI workflows. Extending KV cache capacity beyond local GPU memory can improve GPU utilization and inference throughput, while enabling high availability of KV cache content and non-disruptive scaling of KV cache capacity. The result is a more scalable, resilient inference architecture that delivers faster, more responsive AI experiences. "As AI workloads expand from training to inference, enterprises and neoclouds deploying high-throughput inference workloads characteristic of agentic AI and long-context, multi-turn generative AI need to remove bottlenecks to improve GPU efficiency," said Charles Liang, president and CEO of Supermicro. "Our solution with IBM and NVIDIA clearly demonstrates these performance benefits." Inference workloads consist of two phases: prefill and decode. During prefill, input text is converted into tokens and processed by the LLM to generate the intermediate key-value (KV) states needed for inference. By storing these previously computed KV states in a persistent KV cache, the system can reuse them instead of recomputing the same context for subsequent requests. Agentic workflows, coding assistants, long-context RAG, multimodal AI, and multi-turn applications can generate substantial KV state as they process large codebases, documents, conversations, images, and other context, quickly exceeding GPU and CPU memory and driving the need to offload KV cache to high-capacity, shared network storage. The KV cache solution from Supermicro, IBM, and NVIDIA provides this persistent storage layer, helping improve inference efficiency, throughput, and scalability while reducing redundant computation. Key customer benefits of the KV cache solution include: * Joint Solution Validation - Supermicro, IBM, and NVIDIA conducted extensive cluster-level testing to measure performance, including high concurrency and noisy-neighbor network traffic scenarios. * Dramatically Faster and More Consistent Inference Performance - In joint testing Supermicro and NVIDIA, with a 120-billion-parameter LLM, persistent KV cache delivered up to 56x faster TTFT at 130,000-token prompts.[[1]] As input length increased from 30,000 to 130,000 tokens, TTFT increased by only 0.377 seconds with KV cache, compared with 29.55 seconds without it, enabling more consistent performance for long-context workloads. * Higher GPU Utilization and Throughput - By keeping frequently reused context available outside GPU memory, the solution helps reduce GPU idle time, increase inference throughput, and support greater concurrency without proportionally increasing GPU resources. * Enterprise Resilience and Trusted AI Operations - A persistent, highly available KV cache helps protect cached inference state while providing shared access across GPU nodes and clusters, supporting more resilient and storage-efficient AI services at scale. * Validated, Turnkey AI Infrastructure - Supermicro, IBM, and NVIDIA jointly validated the integrated architecture across high-concurrency and noisy-neighbor scenarios, combining NVIDIA Dynamo, IBM Storage Scale software, Supermicro Petascale, servers and NVIDIA Spectrum-X networking. * Accelerated Deployment Services - Supermicro's factory rack integration and on-site deployment services can reduce the deployment time of this solution from weeks to days. "Enterprises need a fundamentally better way to scale AI inference. Together, IBM, Supermicro, and NVIDIA are delivering a high-performance, resilient KV cache solution that helps customers maximize their GPU investments, scale independently of compute, and significantly improve infrastructure efficiency," said Sam Werner, GM, IBM Storage. "This collaboration represents an important step toward making enterprise AI inference more scalable, reliable, and cost-effective." "Agentic AI and long-context applications depend on reusing context efficiently across many steps, and NVIDIA Dynamo helps orchestrate distributed inference so enterprises can get more usable throughput from every GPU," said Shruti Koparkar, NVIDIA AI Inference Product Lead. "By pairing NVIDIA Dynamo and Spectrum-X Ethernet with Supermicro Petascale storage servers and IBM Storage Scale, this KV cache solution creates a high-performance shared storage tier that can reduce redundant computation, improve time-to-first-token and help customers scale resilient AI inference services." 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, Asia, 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(R) 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.

PR Newswire
Nov 5th, 2026
Supermicro, IBM and NVIDIA launch KV cache solution that delivers up to 56x faster inference start

Supermicro has launched a key-value (KV) cache storage system with IBM and NVIDIA, aimed at speeding up AI inference. The company announced it on November 5, 2026. The system combines Supermicro Petascale all-flash storage servers, IBM Storage Scale software, NVIDIA Dynamo inference software, and NVIDIA Spectrum-X Ethernet networking. It stores computed context outside GPU memory so AI models can reuse it rather than recompute it. In joint testing with NVIDIA on a 120-billion-parameter model, the cache delivered up to 56x faster time to first token at 130,000-token prompts. As prompts grew from 30,000 to 130,000 tokens, response time rose 0.377 seconds with the cache, against 29.55 seconds without it. Supermicro says its rack integration and on-site services can cut deployment from weeks to days.

Yahoo Finance
Nov 5th, 2026
Super Micro revenue quadruples to $19.95B, but shares fall 5.7% on margin and cash worries

Super Micro Computer (SMCI) shares fell about 5.7% to $29.60 after its fiscal first-quarter 2027 results, as investors weighed strong AI server demand against concerns over profit margins and cash needs. Revenue rose to $19.95 billion from $5.02 billion a year earlier. Net income before unusual items climbed to $1.27 billion from $168.29 million, and basic earnings per share rose to $1.92 from $0.28. AI-related products made up about 71% of sales, leaving the company exposed to spending by big computing clients. Super Micro raised its fiscal-year sales forecast to between $72 billion and $82 billion, and plans to expand capacity to more than 8,000 racks a month. Investors are watching gross margins, working-capital needs, and customer concentration. Liquid-cooled systems require heavy inventory, which could strain cash generation.

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