Super Micro Computer designs and sells high-performance, energy-efficient server hardware and related software and services for data centers, cloud services, AI, 5G, and edge computing. Its Building Block Solutions offer configurable servers, storage, motherboards, and chassis built from common components, so customers can assemble workload-optimized configurations for rapid deployment. The company emphasizes green computing and power efficiency, using modular components to speed customization and time-to-market compared with competitors. Its goal is to help customers deploy powerful, reliable computing infrastructure with lower energy use and simpler procurement through direct sales and a broad network of distributors and resellers.
Company Size
5,001-10,000
Company Stage
IPO
Headquarters
San Jose, California
Founded
1993
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NetApp and Supermicro have announced a strategic collaboration to deliver jointly validated AI infrastructure solutions for large-scale AI factories, enterprise deployments, and sovereign AI initiatives. The partnership combines Supermicro's AI-optimised compute and rack-scale systems with NetApp's data management platform. The collaboration aims to accelerate deployment, improve GPU utilisation, and reduce operational complexity. Customers will receive pre-tested and validated unified systems, enabling faster production deployment and shortened integration cycles. The joint solutions span three core capabilities: integrated AI solutions at scale, enterprise-grade data management and security, and maximised AI investment return through optimised data access. The partnership enables independent scaling of compute and data infrastructure as workload requirements change. NetApp and Supermicro will deliver the NetApp Novus Data Director software on qualified Supermicro servers with NetApp AFF A90 systems, separating metadata and data planes for independent scaling within a single namespace.
Super Micro Computer shares fell more than 3% Thursday as the company began commercial shipments of systems built around NVIDIA's Vera Rubin platform. The server maker is shipping Vera Rubin NVL72 racks through its Data Center Building Block Solutions, which combine computing hardware with liquid cooling, networking, storage and power components. The rack design uses 72 Rubin GPUs and 36 Vera CPUs. Super Micro said its platform can support deployments ranging from five-megawatt projects to gigawatt-scale data centres. At a September Goldman Sachs conference, Senior Vice President Michael Staiger said the company had about $60 billion in orders backing its fiscal 2027 revenue forecast of $65 billion to $72 billion. The company expects demand from neocloud operators, enterprises and sovereign customers.
Helsinki-based Verda has raised €163 million in a Series B round led by Emergence Capital, achieving unicorn status. The AI infrastructure company, founded in 2020, provides full-stack AI cloud services enabling organisations to access high-performance computing on demand. Participants include Tesi, Supermicro, MUFG Innovation Partners, 6 Degrees Capital, Varma, Lifeline Ventures and byFounders. The funds will expand computing capacity, accelerate product development and support global customer growth. Verda recently announced an annualised revenue run rate of $165 million and has opened offices in London and San Francisco. Tesi, which first invested in Verda in 2025, aims to help create six to eight new Finnish unicorns by 2029. Previous examples include ICEYE, IQM and Bluefors.
Dell Technologies, Super Micro Computer, and Hewlett Packard Enterprise are attracting investor interest as AI infrastructure demand surges. All three companies carry a Zacks Rank #1 (Strong Buy) rating. Dell reported strong second-quarter fiscal 2027 results, with revenues up 53% and earnings per share jumping 203% year over year. The company's Infrastructure Solutions Group revenue climbed 89% to $31.8 billion, driven by a 100% increase in AI-optimised server revenue to $16.4 billion. Dell booked a record $60.9 billion in AI orders during the quarter, with backlog rising to $95 billion. The company expects roughly $19 billion in AI server revenues for the third quarter and aims for $60 billion in AI server sales for fiscal 2027. The Zacks Consensus Estimate for Dell's current-year earnings has improved 32.3% over the past 30 days.
Super Micro Computer has rebounded 21.76% year to date despite remaining down 21.46% over the past year. Trading at $35.64, the stock sits at roughly 8x FY2027 earnings, whilst Wall Street's consensus price target remains just $42.38. The company reports a record $60 billion order backlog and exceeded Q4 earnings estimates by 78%. FY2027 earnings per share estimates jumped 33% in 90 days, with 16 upward revisions in the past week and zero cuts in 30 days. Unlike Nvidia, which designs chips, SMCI builds complete AI infrastructure including rack-scale servers, liquid cooling systems, switches, storage and deployment services. This integrated approach provides a competitive advantage in AI factory construction. Revenue estimates for FY2027 average $67.1 billion, aligning with management's guidance of $65 billion to $72 billion. Reaching a $60 share price would require the forward multiple to normalise to approximately 14x FY2027 earnings.