Specialised AI Accelerators & Silicon · Advertiser / Brand
Supermicro
AI server and rack-scale data-centre infrastructure manufacturer.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Super Micro Computer, Inc.
- Entity type
- COMPANY
- Founded
- 1993
- Headquarters
- United States
- Company size
- >5,000
- Market cluster / sector
- Specialised AI Accelerators & Silicon
- Market role
- Advertiser / Brand
- Ticker
- SMCI
- Official website
- supermicro.com
What Supermicro does
Supermicro designs, configures, manufactures and sells compute, storage, networking and rack-scale infrastructure. It creates value by integrating components into validated systems suited to high-density AI, cloud, enterprise and edge workloads, then selling the resulting hardware systems and support to organisational buyers.
Category differentiation
Supermicro is a data-centre hardware and rack-scale infrastructure manufacturer, not a cloud-computing provider, semiconductor designer or enterprise software vendor. It sells the physical systems used to build AI and data-centre capacity.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Super Micro Computer, Inc., trading as Supermicro, is a United States public technology hardware company that designs, manufactures and supports servers, storage systems, networking equipment and integrated rack-scale IT infrastructure. Its products serve AI, cloud, enterprise, data-centre and edge-computing deployments. The company is listed on Nasdaq under SMCI and reported $39.1 billion in FY2026 revenue. Supermicro sells hardware systems and integrated infrastructure directly and through technology-channel relationships to enterprises, cloud providers, neoclouds, sovereign-cloud operators and data-centre customers. Revenue is generated principally from the sale of configured server, storage, networking and rack-scale systems, with associated support and services.
Business model & monetisation
Supermicro monetises through one-time sales of servers, storage systems, networking equipment, switches and integrated rack-scale infrastructure, supplemented by support and related services. Commercial value is driven by high-value configured system and rack deployments rather than consumer subscriptions or advertising.
- Server and AI system sales
- One-time sale of configured compute systems and accelerated server platforms
- Storage, networking and switch sales
- One-time sale of infrastructure hardware
- Rack-scale integrated infrastructure
- One-time sale of integrated deployment systems
- Technical support and related services
- Service fee
Products & capabilities
No products with linked sources are available in this view.
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Competitors & alternatives
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Data-centre power, cooling and lifecycle infrastructure manufacturer.
Rack-scale AI inference systems combining custom chips, memory, software and manufacturing.
Wafer-scale AI compute hardware and cloud inference platform.
Integrated power and AI data-centre infrastructure developer and operator.
Energy-first GPU cloud and modular AI data-centre infrastructure provider.
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Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
10-Q Financial Filing Analysis for Supermicro (2026-11-06)
financials · Recorded impact score: 4.5/5
Super Micro Computer, Inc. reported its financial results for the first fiscal quarter ended September 30, 2026, delivering extraordinary year-over-year revenue growth powered by accelerating demand for AI infrastructure platforms. Net sales rose 297.5% year-over-year to $19.95 billion, compared to $5.02 billion in the prior-year period, primarily driven by massive volume shipments of liquid- and air-cooled GPU servers and rack-scale solutions, including NVIDIA GB200 and GB300 systems. Gross margin expanded to 12.7% from 9.3%, reflecting a more favorable product and customer mix despite elevated component procurement and logistics costs. Operating income climbed to $2.06 billion from $182.3 million, and net income surged to $1.59 billion ($1.75 diluted EPS). While top-line and operating metrics showed massive expansion, the company noted that internal controls over financial reporting remain ineffective due to unremediated IT general control deficiencies, and it continues to cooperate with ongoing federal regulatory inquiries.
- Net sales grew 297.5% year-over-year to $19.95 billion for Q1 FY2027, driven by a $12.53 billion increase in billing for Hyper Servers, GPU, and Super Rack product lines.
- Net income increased nearly tenfold to $1.59 billion ($1.75 diluted EPS), while gross margin expanded by 340 basis points to 12.7%.
Grok Bot for Enterprise
Product & Platform Launch · Recorded impact score: 4/5
X.AI announced on September 3, 2026 that Grok Bot is now available for enterprises. Grok and Cursor Enterprise customers get free usage for the next two weeks and can invite their entire organization, including people without an existing seat. The release adds access, network, and audit controls for governing Bots at scale. Thousands of organizations, including Legora, Supermicro, and ServiceTitan, have already adopted Grok Bot since launch.
- Grok Bot for Enterprise was announced on September 3, 2026.
- Grok and Cursor Enterprise customers get free usage for the next two weeks and can invite their whole organization, including people without an existing seat.
Cisco Expands Secure AI Factory with NVIDIA for Rack-Scale
Infrastructure · Recorded impact score: 4/5
Cisco announced an expansion of its Secure AI Factory through a partnership with NVIDIA and Supermicro to deliver rack-scale, high-density AI computing solutions for enterprises, neoclouds, and sovereign clouds. The offering adds Supermicro liquid- and air-cooled servers validated as part of Cisco’s full-stack Secure AI Factory architecture, supports trillion-parameter training and high-throughput inference, and is NVIDIA Cloud Partner (NCP) compliant. Cisco says the solution integrates Cisco Silicon One and NVIDIA Spectrum‑X networking, Cisco Nexus One orchestration, and new Cisco Validated Infrastructure Services aligned with NVIDIA Infrastructure Services to simplify deployment, improve observability, and reduce deployment risk. Executives from Cisco and NVIDIA framed the expansion as enabling faster time-to-value, stronger security, and operational simplicity for large-scale AI deployments.
- Cisco announced an expansion of its Secure AI Factory through a partnership with NVIDIA and Supermicro.
- Cisco will offer Supermicro liquid- and air-cooled rack-scale GPU systems validated and sold as part of Cisco’s AI infrastructure portfolio.
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Questions about Supermicro
What is Supermicro?
Supermicro is a public United States technology company that designs and manufactures servers, storage, networking equipment and rack-scale IT infrastructure.
Who uses Supermicro?
Its customers include enterprises, cloud providers, neoclouds, sovereign-cloud operators, data-centre operators and technology-channel partners.
How does Supermicro make money?
It generates revenue principally from sales of configured servers, storage, networking equipment and integrated rack-scale systems, plus support services.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
3 publicly documented primary sources and citations linked across the market graph.
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