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.
Supermicro (SMCI) announces its 5th Annual Open Storage Summit '24, starting August 13, 2024. This virtual event features 7 sessions with 17 leading storage technology partners and 30 speakers, discussing best practices and new developments in storage for AI, CSP, HPC, HCI, and other workloads. The summit spans three weeks, from August 13 to August 29, covering topics such as AI data pipelines, media storage workflows, hyperconverged infrastructure, hyperscale AI, storage architecture decisions, high-performance computing, and CXL technology. Participants include industry leaders like NVIDIA, AMD, Intel, Nutanix, Micron, and others, focusing on addressing today's top storage-related challenges and emerging technologies.
Supermicro (NASDAQ: SMCI) reported strong financial results for Q4 and full fiscal year 2024. Q4 highlights include:
- Net sales of $5.31 billion, up from $3.85 billion in Q3 and $2.18 billion year-over-year
- Gross margin of 11.2%, down from 15.5% in Q3 and 17.0% year-over-year
- Net income of $353 million, down from $402 million in Q3 but up from $194 million year-over-year
- Diluted EPS of $5.51, down from $6.56 in Q3 but up from $3.43 year-over-year
For fiscal year 2024, net sales reached $14.94 billion, a 110% increase year-over-year. The company announced a 10-for-1 stock split effective October 1, 2024. Supermicro expects Q1 FY2025 net sales between $6.0-$7.0 billion and projects FY2025 net sales of $26.0-$30.0 billion.
Supermicro (NASDAQ: SMCI) has launched a new SuperCluster for NVIDIA Omniverse, expanding its AI infrastructure solutions. This plug-and-play system features up to 256 NVIDIA L40S PCIe GPUs per scalable unit, optimized for large-scale 3D and AI workloads. The SuperCluster is built on Supermicro's NVIDIA OVX systems, offering high performance and scalability for enterprises.
Key features include:
- Fully interconnected 4U PCIe GPU NVIDIA-Certified Systems
- 400Gb/s high-performance network fabric
- Customizable configurations from 4 GPUs to 256 GPUs
- Support for NVIDIA Spectrum-X Ethernet
- Validated rack solutions tested at L12 level
The SuperCluster aims to simplify deployment of scale-out infrastructure for combined 3D and AI workloads, catering to professionals in product design, industrial digital twins, and other compute-intensive 3D applications.
Super Micro Computer (Nasdaq: SMCI), a leading IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, announced it will release its fiscal 2024 fourth quarter and full year financial results on August 6, 2024. The results will be discussed in a live audio webcast at 5:00 p.m. ET / 2:00 p.m. PT, accessible at Supermicro's Investor Relations website. A replay of the webcast will be available shortly after the call and accessible for one year.
Supermicro (NASDAQ: SMCI) has been selected to join the prestigious Nasdaq 100 Index, a significant milestone recognizing the company's innovation, growth, and market capitalization. This inclusion underscores Supermicro's impact in the AI, Cloud, Storage, and 5G/Edge sectors.
Key highlights:
- Supermicro recently joined the S&P 500
- The company has seen explosive revenue growth year-over-year
- Continuous investment in technology and customer-centric solutions
- Expansion of manufacturing facilities to meet growing demand
- Leading DLC solutions aim to grow market share from 1% to 30% in one year
CEO Charles Liang emphasized the company's focus on first-to-market innovation, green computing, leading the emerging AI market, and sustainable growth while creating long-term shareholder value.
Supermicro (NASDAQ: SMCI) is expanding its manufacturing footprint by adding three new facilities in Silicon Valley and globally to meet the growing demand for AI and enterprise rack scale liquid-cooled solutions.
The expansion aims to double the current production capacity of liquid-cooled AI SuperClusters, which currently stands at 1,000 units per month.
These new facilities will focus on delivering comprehensive liquid-cooled solutions, which offer up to 40% lower operational expenses and reduced environmental impact compared to traditional air-cooled data centers.
Supermicro's advanced liquid-cooled technology enhances AI compute performance per watt, and the company expects liquid-cooled data centers to grow from less than 1% to up to 30% of all data center installations in the next two years.
The facilities will also support high-performance NVIDIA GPU-based servers and other cutting-edge technologies optimized for liquid cooling.
Supermicro has announced the launch of plug-and-play liquid-cooled AI SuperClusters optimized for NVIDIA's Blackwell and HGX H100/H200 GPUs.
These SuperClusters promise significant performance improvements, offering up to 20 PetaFLOPS on a single GPU, 4X better AI training, and 30X better inference performance compared to previous GPUs. The new systems, designed for rapid deployment in AI data centers, are integrated with NVIDIA AI Enterprise and NIM microservices.
Supermicro's solutions aim to reduce data center power usage by up to 40%, making liquid cooling virtually free. At COMPUTEX 2024, new systems featuring NVIDIA Blackwell GPUs, including 10U air-cooled and 4U liquid-cooled options, will be showcased.
Supermicro’s AI SuperClusters leverage NVIDIA AI Enterprise for seamless, scalable AI deployment, supporting various generative AI models. These systems are tailored for LLM training, deep learning, and high-volume inference, providing enterprises with efficient, easy-to-deploy AI infrastructure.
Supermicro has unveiled its new X14 server portfolio at Computex 2024, featuring the latest Intel Xeon 6700-series processors with E-cores, and future support for Intel Xeon 6900-series processors with P-cores. These systems are designed for AI, Cloud, Storage, and 5G/Edge applications, offering enhanced performance, efficiency, and customization.
The X14 servers include rackmount, multi-node, and edge servers, with key models like SuperBlade, BigTwin, and GrandTwin incorporating the new processors. The launch promises up to 2-3x better AI workload performance and 2.8x higher memory bandwidth compared to previous generations.
The new systems also feature liquid cooling solutions to increase efficiency and reduce TCO. Additionally, the portfolio supports the OCP Data Center Modular Hardware System (DC-MHS), enhancing manageability and maintenance. With a production capacity of 5,000 racks per month, Supermicro aims to deliver these high-performance, energy-efficient systems globally.
Supermicro announced its collaboration with Datasection, KDDI, and Sharp to establish a large-scale AI data center in Japan. The new facility will utilize Supermicro's rack-scale liquid-cooled solutions and advanced NVIDIA GPUs, optimizing for AI applications like LLM, ML, and generative AI. The project, built on the former Sharp Sakai plant, aims to enhance performance while reducing energy costs and environmental impact through green computing. This initiative demonstrates a strong commitment to sustainable technology and global AI expansion.
Supermicro (NASDAQ: SMCI) has unveiled new high-density, efficient, and cost-optimized server solutions powered by AMD EPYC 4004 processors. The launch includes the H13 3U MicroCloud Multi-Node Server and 1U, 2U mainstream server families, which emphasize performance per watt and power efficiency. This technology is designed to meet the needs of cloud hosting and small to medium-sized businesses (SMBs) with its compact form factor and high computing density.
The new 3U MicroCloud Multi-Node Server supports up to 10 nodes in a single rack, offering 3.3 times the computing density compared to standard 1U rackmount servers. These systems are ideal for cloud-native workloads, web hosting, cloud gaming, and content delivery networks. The AMD EPYC 4004 Series processors, based on the
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