SMCI Stock News & Live Price
Super Micro Computer Inc · NASDAQ NMS - GLOBAL MARKET · Technology
Super Micro Computer (SMCI) builds the servers and full-rack AI systems that power hyperscaler data centers — a direct beneficiary of the NVIDIA + AMD GPU boom. Live NASDAQ price and every hyperscaler headline.
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Recent SMCI Headlines
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About Super Micro Computer Inc (SMCI)
Super Micro Computer, Inc. designs, builds, and manufactures high-performance server and storage systems, with a particular focus on liquid-cooled AI training racks built around NVIDIA H100/H200/B200 and AMD Instinct MI300/MI325 GPUs. Founded in 1993 by CEO Charles Liang, Supermicro is listed on the NASDAQ under SMCI and headquartered in San Jose, California with major manufacturing operations in Silicon Valley and Taiwan.
SMCI's competitive advantage is speed and customization: it can typically ship a new AI reference design to hyperscale customers within weeks of NVIDIA or AMD releasing a new GPU, while Dell and HPE take months. This time-to-market edge, combined with aggressive liquid-cooling engineering, has made SMCI the go-to server OEM for AI-first customers including OpenAI-affiliated clouds, Anthropic-affiliated clouds, xAI, Meta's internal clusters, and multiple sovereign-AI programs.
Revenue has grown from ~$3B in fiscal 2021 to ~$15B in fiscal 2024 and is expected to exceed $28B in fiscal 2025 — one of the fastest revenue growth trajectories in US large-cap tech. Gross margin runs 12-16% (low vs. semiconductors but normal for server OEMs), and operating leverage is significant at scale. Investor risks include: an August 2024 short-seller report (Hindenburg) questioning accounting practices, a delayed 10-K filing in the same window, and dependence on NVIDIA GPU allocation. The stock has been highly volatile as these questions have been progressively resolved.
What Super Micro Computer Inc Actually Does
- AI training servers with NVIDIA H100/H200/B200 GPUs
- AI training servers with AMD Instinct MI300/MI325X GPUs
- Full-rack liquid-cooled AI systems (NVIDIA HGX + GB200 NVL72)
- Enterprise general-purpose servers (Intel Xeon + AMD EPYC)
- Storage, networking, and edge compute systems
- Green Computing / rack-scale liquid cooling engineering
Investment Thesis
Fastest time-to-market on new NVIDIA and AMD GPU generations of any server OEM. Liquid cooling gives 20-30% TCO advantage in hyperscale AI clusters. Revenue is compounding at 60%+ off an already-large base. Trades at a fraction of Dell's or HPE's revenue multiple despite growing 5-10x faster.
Gross margin is thin (12-16%) and highly sensitive to NVIDIA GPU allocation. Accounting-quality questions from the August 2024 Hindenburg report are not fully behind the company. Working capital consumption is enormous as revenue scales. Any AI capex normalization would hit SMCI harder than software peers.
Company profile data sourced from Finnhub. TickerNews is a news aggregator and does not provide investment advice — see our Disclaimer.
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