Welcome to our dedicated page for Super Micro Computer news (Ticker: SMCI), a resource for investors and traders seeking the latest updates and insights on Super Micro Computer stock.
Overview
Super Micro Computer Inc (SMCI) is a global technology manufacturer renowned for its advanced, high-performance server technology that powers modern data centers, cloud computing, high-performance computing (HPC), artificial intelligence (AI), and embedded markets. The company’s approach is built on a modular, building block design that provides customized solutions for complex IT infrastructures while focusing on energy efficiency and scalable performance.
Core Business and Market Position
At its core, Super Micro Computer Inc develops and delivers a broad range of IT solutions tailored to meet the demands of data centers and enterprise environments. Its portfolio spans complete server systems, storage solutions, blade and workstation platforms, full rack configurations, networking equipment, and sophisticated management software. These solutions are architected for high levels of reliability, quality, and performance, ensuring that customers benefit from optimal compute performance, density, thermal management, and energy efficiency. The company strategically serves markets that require cutting-edge performance, including cloud computing, Big Data analysis, HPC, and IoT applications, positioning itself as a comprehensive IT solutions provider.
Innovative Modular Architecture
Supermicro draws significant competitive advantages from its modular building block approach. This architecture is designed to offer customers the industry’s broadest array of server configurations, enabling them to choose solutions that are precisely tailored to their unique workload requirements. The flexible, open-standard system designs reduce complexity by integrating subsystems such as power, cooling technologies, and chassis designs directly into the product, making real-time scaling and customization not only possible but straightforward. The company’s methodology emphasizes efficiency and upgradability across a wide spectrum of applications, ensuring longevity and adaptability in an ever-evolving technological landscape.
Advanced Cooling Technologies and Energy Efficiency
A key differentiator for Super Micro Computer Inc is its commitment to green computing. The firm has pioneered both air-cooled and liquid-cooled data center solutions, a testament to its wide-ranging innovation in thermal management. By deploying advanced liquid-cooling technologies, custom-designed cold plates, and state-of-the-art in-rack cooling distribution systems, Supermicro achieves higher cooling efficiency and lower overall power consumption while supporting densely integrated infrastructures. These solutions not only help manage thermal loads in high-performance environments but also reduce the Total Cost of Ownership (TCO) for data center operators, marking a significant step toward more sustainable IT operations.
End-to-End Solutions and Customization
Super Micro Computer Inc excels in offering end-to-end IT solutions that span from customized hardware design to proactive technology support and services. The company's strategy hinges on its ability to develop and manufacture critical components in-house, including motherboards, power supply units, and chassis systems, which allows it to maintain tight quality control and rapid innovation cycles. Its full-service approach addresses every stage of deployment—from system integration and testing to on-site installation and technical support—allowing customers to achieve high operational uptime and accelerated return on investment. The extensive range of configurations, be it for standalone servers, blade configurations, or full-rack systems, underscores the company's commitment to tailored, application-optimized solutions.
Super Micro Computer (SMCI) has appointed BDO USA as its new independent auditor, effective immediately. BDO, a member of one of the world's top five accounting networks, will help bring Supermicro's financial statements current. The company has also submitted a compliance plan to Nasdaq to request an extension for regaining compliance with listing requirements. Supermicro expects to complete its Annual Report on Form 10-K for FY2024 and Q1 FY2025 Quarterly Report within Nasdaq's discretionary period. The company's securities will remain listed while Nasdaq reviews the compliance plan.
Supermicro announces new SuperCluster solutions featuring NVIDIA Blackwell platform for generative AI. The system incorporates NVIDIA HGX B200 8-GPU systems with enhanced liquid cooling, promising increased GPU compute density compared to current NVIDIA HGX H100 and H200-based SuperClusters. The upgraded system includes improved thermals, power delivery, and supports dual 500W Intel Xeon 6 or AMD EPYC 9005 processors. Key innovations include vertical coolant distribution manifolds, efficient cold plates, and advanced hose design. The company also introduces solutions for NVIDIA GB200 Grace Blackwell Superchips, including NVL4 and NVL72 systems.
Supermicro (SMCI) announced preliminary Q1 FY2025 results with expected net sales of $5.9-6.0 billion, below previous guidance of $6.0-7.0 billion. The company expects GAAP and non-GAAP gross margin of 13.3%, with GAAP EPS of $0.68-0.70 and non-GAAP EPS of $0.75-0.76. For Q2 FY2025, Supermicro projects net sales of $5.5-6.1 billion with GAAP EPS of $0.48-0.58. The Special Committee investigation found no evidence of fraud or misconduct by management or Board. The company continues working on its delayed Form 10-K filing and must submit a compliance plan to Nasdaq within 60 days.
Super Micro Computer (SMCI) has announced it will provide a first quarter fiscal 2025 business update through a conference call and webcast on Tuesday, November 5, 2025, at 5:00 p.m. ET / 2:00 p.m. PT. The webcast will be accessible at the company's investor relations website, with a replay available for one year after the call.
Super Micro Computer (SMCI) has announced its upcoming first quarter fiscal 2025 business update conference call and webcast, scheduled for Tuesday, November 5, 2024, at 5:00 p.m. ET / 2:00 p.m. PT. The event will be accessible through the company's investor relations website at ir.supermicro.com, with a replay available for one year following the presentation. This announcement includes a correction to the previously stated year, which incorrectly listed 2025 instead of 2024 in the first paragraph.
Rigrodsky Law, P.A. has announced an investigation into potential claims against the officers and directors of Super Micro Computer, Inc. (NASDAQ GS:SMCI) on behalf of stockholders. The investigation focuses on shareholders who purchased or acquired Super Micro shares on or before February 2, 2021. Interested parties are encouraged to visit the law firm's website or contact Leah Wihtelin for more information about the investigation and their rights. This legal action suggests possible concerns regarding the company's management or practices that may have affected shareholder interests.
Supermicro (NASDAQ: SMCI) is advancing the transition to liquid-cooled data centers with the NVIDIA Blackwell platform, offering enhanced energy efficiency for AI infrastructures. Key points include:
1. Sampling of NVIDIA GB200 NVL72 platform for exascale computing in a single rack, with full-scale production expected in late Q4.
2. Production-ready X14 and H14 4U liquid-cooled systems and 10U air-cooled systems for the NVIDIA HGX B200 8-GPU system.
3. Over 2000 liquid-cooled racks shipped since June 2024.
4. End-to-end liquid-cooling solution featuring advanced in-rack or in-row coolant distribution units and custom cold plates.
5. Support for NVIDIA GB200 NVL2 platform, a 2U air-cooled system for diverse workloads.
6. SuperCloud Composer software for comprehensive data center management.
Supermicro (NASDAQ: SMCI) has launched a new optimized storage system for high-performance AI training, inference, and HPC workloads. The JBOF (Just a Bunch of Flash) system utilizes up to four NVIDIA BlueField-3 DPUs in a 2U form factor, featuring 400Gb Ethernet or InfiniBand networking and hardware acceleration for storage and networking workloads. The system supports 24 or 36 SSDs, enabling up to 1.105PB of raw capacity using 30.71TB SSDs.
The new JBOF architecture enables active-active clustering for high availability and supports both E3.S and U.2 form-factor SSDs. Supermicro has collaborated with NVIDIA to create a new JBOF ecosystem, including partnerships with Hammerspace and Cloudian. The system offers improved power efficiency compared to CPU-based storage servers and lower read latency due to its direct data path architecture.
Supermicro (NASDAQ: SMCI) has unveiled a new series of servers, GPU-accelerated systems, and storage servers featuring AMD EPYC™ 9005 Series processors and AMD Instinct™ MI325X GPUs. The H14 product line includes Hyper systems, Twin multi-node servers, and AI inferencing GPU systems, available with air or liquid cooling options. These new systems offer significant performance improvements, with up to 192 cores per CPU and 500W TDP.
The H14 family includes systems for AI training and inference workloads, supporting up to 10 GPUs. Supermicro's CEO, Charles Liang, highlighted that H14 servers demonstrate 2.44X faster SPECrate®2017_fp_base performance compared to previous generations, potentially reducing data center footprint by at least two-thirds while adding new AI processing capabilities.
Supermicro (SMCI) has introduced a new 3U server system optimized for AI inferencing at the network edge. The SYS-322GB-NR supports up to 18 GPUs and features dual Intel® Xeon® 6900 series processors with P-cores. This versatile system can accommodate up to 10 double-width GPUs in air-cooled environments, offering 256 cores for edge data centers.
Key features include:
- Up to 20 PCIe 5.0 expansion slots
- 6TB of RDIMM memory
- 14 E1.S or 6 U.2 NVMe drives
The system is designed for applications requiring minimal latency and on-premises LLM-based solutions. Supermicro will showcase this and other AI-optimized systems at MWC Las Vegas, October 8-10, booth #518.
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