Super Micro Computer Inc Stock Price, News & Analysis

Supermicro (Nasdaq: SMCI) entered into a definitive credit agreement establishing a $2.0 billion senior revolving credit facility with JPMorgan Chase Bank as administrative agent and a syndicate of lenders.

The facility has a maturity date of 12/29/2030 and permits borrowings for working capital, letters of credit, and other general corporate purposes. Obligations under the agreement are secured and subject to customary representations, warranties, covenants, and events of default.

The company said the facility provides additional financial flexibility to support operations and growth initiatives and referenced the full credit agreement filed as an exhibit to its Form 8-K.

AZIO AI (proposed combination with Envirotech Vehicles, NASDAQ: EVTV) announced new strategic investor interest as it advances a proposed merger and related equity transactions with EVTV on January 6, 2026. The company said investors indicated an implied purchase price of $3.00 per share, subject to final term sheets, definitive agreements, and customary closing conditions. AZIO AI plans to use the public-company platform to access capital-markets flexibility and accelerate global AI data-center deployments with partners including Super Micro Computer (NASDAQ: SMCI) across the United States, Asia, Southeast Asia, and South Asia. Additional transaction milestones and investor details are expected in the coming days and weeks.

Supermicro (SMCI) unveiled a new portfolio of desktop, edge, and client AI systems on Jan 6, 2026, spotlighting the Super AI Station and multiple GPU-ready workstations and compact edge platforms.

Key technical highlights include a deskside Super AI Station claiming more than 5x AI PFLOPS versus traditional PCIe GPU workstations and 775GB coherent memory; Intel Xeon 6 SoC–based SYS-542T-2R with 2x 100GbE and media transcoding; an AMD-based slim AI PC for client markets; three AMD EPYC 4005 edge systems with up to 16 cores; and a fanless Intel Core Ultra platform delivering up to 180 platform TOPS for robotics and edge AI.

Supermicro (NASDAQ: SMCI) announced expanded US-based manufacturing capacity and enhanced liquid-cooling solutions to accelerate deployment of NVIDIA Vera Rubin NVL72 and NVIDIA HGX Rubin NVL8 platforms on Jan. 5, 2026.

The announcement highlights a rack-scale NVL72 SuperCluster with 72 Rubin GPUs, 36 Vera CPUs, 3.6 exaflops NVFP4, 1.4 PB/s HBM4 bandwidth, and advanced warm-water in-row CDU liquid-cooling. It also details a 2U HGX Rubin NVL8 8-GPU system delivering 400 petaflops NVFP4 and 176 TB/s HBM4 bandwidth. Supermicro positions its Data Center Building Block Solutions and Direct Liquid Cooling to enable faster, customizable, rack-scale AI deployments with NVIDIA interconnects and Spectrum-X networking options.

Supermicro (NASDAQ: SMCI) introduced the SBI-622BA-1NE12-LCC 6U SuperBlade on Jan 1, 2026, a high-density blade chassis powered by dual Intel Xeon 6900 Series processors (up to 256 P-cores per blade; up to 128 P-cores per CPU).

The design supports direct liquid cooling and air cooling, fits a standard 19-inch rack at 32-inch depth, reduces cabling by up to 93%, and lowers footprint by up to 50%. A 6U enclosure holds up to 10 blades, enabling up to 25,600 cores per rack and support for memory up to 3TB DDR5 per blade plus multiple NVMe and E1.S drives and 400G networking options.

Azio AI (NASDAQ: SMCI) said it is participating in early-stage technical discussions to support the Philippines' modernization and restructuring of the Maharlika Investment Fund and Maharlika Investment Corporation as part of the 2024–2025 planning cycle.

The company described work on evaluating GPU-based AI data centers, sovereign compute architectures, and modular deployment models, and noted its role as a certified distributor of Supermicro and NVIDIA platforms.

Azio AI framed the engagement as non-binding and subject to definitive agreements, regulatory approvals, and corporate governance, and said it will continue technical evaluations as Philippine authorities advance MIF restructuring toward 2025 objectives.

Supermicro (NASDAQ: SMCI) announced Dec 9, 2025 the commercial availability of new liquid-cooled NVIDIA HGX B300 systems in two form factors: a 4U Front I/O 19-inch EIA rack design and a compact 2-OU (OCP) 21-inch Open Rack V3 design.

Key facts: the 2-OU OCP platform supports up to 144 GPUs per rack (18 nodes), the 4U EIA option enables up to 64 GPUs per rack, each system can house NVIDIA Blackwell Ultra GPUs at up to 1,100W TDP, and systems deliver 2.1TB HBM3e GPU memory per system. DLC-2 liquid cooling captures up to 98% of system heat and the designs target up to 40% power savings and fabric throughput up to 800Gb/s.

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.

Super Micro Computer (Nasdaq: SMCI) announced participation in three investor events in December 2025: the UBS Global Technology and AI Conference (Dec 1-2, 2025 in Scottsdale, AZ; 1x1 meetings only), the Raymond James TMT & Consumer Conference (Dec 8, 2025 in New York, NY; fireside chat at 1:40pm ET), and the Barclays Global Technology Conference (Dec 11, 2025 in San Francisco, CA; fireside chat at 9:50am PT).

These appearances give investors opportunities for direct management engagement via meetings and scheduled fireside chats during the specified dates and locations.