Supermicro

What Supermicro does

Supermicro (NASDAQ: SMCI), founded in 1993 and headquartered in San Jose, California, is a publicly traded provider of AI-optimized server, storage, and data center infrastructure systems serving hyperscale cloud providers, enterprises, governments, and research institutions globally. The company's core technology platform is the Data Center Building Block Solutions (DCBBS) architecture, which combines pre-validated GPU systems (NVIDIA HGX B300/B200, GB200/GB300 NVL72, AMD EPYC, Intel Xeon 6+, Arm Neoverse V3), advanced DLC-2 direct liquid cooling (up to 362 kW per rack and 98% heat removal), networking, storage, and management software into modular, plug-and-play infrastructure. The portfolio spans edge AI systems delivering up to 367 TOPS, Twin-family multi-node servers, SuperBlade blade systems, petascale all-flash storage, and rack-scale SuperCluster solutions scaling to 1,152 NVIDIA Rubin GPUs per 3.2MW Scalable Unit.

The company makes money primarily through hardware sales of AI servers and storage systems (Q3 FY2026 revenue of $10.24B, up 123% YoY) with additional recurring revenue from its SuperCloud software suite ($46M in Q3 FY2026), professional services, and component-level building blocks (motherboards, chassis, accessories). Go-to-market combines a global direct enterprise sales force handling hyperscale AI deployments (xAI's 100,000-GPU Colossus cluster, SpaceX, Lambda, SK Telecom, Lawrence Berkeley, Los Alamos, Leibniz) with channel partners and resellers across regions including the Nordics, Türkiye, and Korea. Enterprise B2B pricing is quote-based on configuration, with multi-year contracts for large deployments and an e-commerce store for accessories and smaller configurations. Full-year FY2026 revenue guidance is $38.9-$40.4B, supported by a disclosed $39B AI server order backlog from over 20 customers, with global manufacturing capacity of 5,000 racks per month including 3,000 liquid-cooled racks.

The company faces significant governance and regulatory headwinds including a March 2026 DOJ indictment charging co-founder Wally Liaw and other employees with diverting approximately $2.5 billion in Nvidia-powered servers to China, the August 2024 Hindenburg Research short-seller report alleging accounting irregularities, the resignation of auditor BDO USA, an ongoing independent board review, and a June 2026 $7B equity raise that diluted existing shareholders by approximately 29% to fund component purchases for the order backlog. Additional exposure includes a Netlist patent infringement complaint at the U.S. International Trade Commission and trading at approximately 0.64x trailing sales with negative free cash flow reflecting heavy working capital demands of AI server production.

Name

Supermicro

Legal name

Super Micro Computer, Inc.

Website

http://www.supermicro.com

Company type

Public

Founded year

1993

Operating status

Operating

Headcount range

5,001–10,000 employees

Ownership category

akta.pro rank

Product category

AI Server Infrastructure

NAICS

Electronic Computer Manufacturing (334111), Computer and Peripheral Equipment Manufacturing (33411), Computer Storage Device Manufacturing (334112), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Software Publishers (51321)

SIC

Electronic Computers (3571), Computer Storage Devices (3572), Printed Circuit Boards (3672), Computer Communications Equipment (3576)

akta.pro primary industry

AI Server Systems & HGX/Accelerator Platforms (HDAAAAAB)

akta.pro secondary industries

GPU/Accelerator Compute Servers (HDABADAC), AI Datacenter Power, Cooling & Racks (liquid cooling, power delivery) (HDAAAAAH), Graphics & Accelerator Cards (GPUs, compute accelerators) (HDACAGAA), AI Compute Virtualization & Scheduling (GPU virtualization, cluster schedulers) (HDAAAAAG), Hyperconverged & Software-Defined Storage Appliances (HCI/SDS Hardware) (HDACACAJ)

Keywords

• AI server systems
• GPU server hardware
• Data center infrastructure
• Liquid cooling solutions
• Enterprise storage systems

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Technology or R&D, Operations, Personnel, Infrastructure, Marketing or Sales

Revenue model

1. AI Server and GPU Systems: Primary revenue driver from high-performance GPU servers including NVIDIA HGX/GB300 systems, AMD GPU systems, and Intel-based servers. Q3 FY2026 revenue of $10.24 billion with 123% YoY growth.
2. Storage Systems: Petascale all-flash NVMe storage, top-loading storage servers, and JBOF solutions for AI data pipelines. Includes both AMD and Intel-based configurations.
3. System Management Software: SuperCloud software suite generated $46 million in Q3 FY2026 revenue from unified infrastructure control, deployment automation, and GPU cloud management tools.
4. Professional Services: On-site deployment, data center design, solution validation, and 4-hour response support services for mission-critical installations.
5. Building Blocks (Motherboards, Chassis, Accessories): Individual components including motherboards, chassis, networking adapters, power supplies, and accessories for system builders and upgrades.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Supermicro designs, manufactures, and sells AI-optimized GPU server systems, multi-node rackmount and blade servers, NVMe storage arrays, and direct liquid cooling infrastructure for enterprise data centers and AI factories. Its portfolio is unified by the Data Center Building Block Solutions (DCBBS) modular architecture, the SuperCluster rack-scale deployments, the SuperCloud management software suite, and validated integrations with NVIDIA, AMD, Intel, and Arm processors, serving hyperscale cloud providers, enterprises, governments, telecom operators, and research institutions.

Product overview

Supermicro provides a comprehensive portfolio of AI and data center infrastructure solutions organized around its core Data Center Building Block Solutions (DCBBS) platform. The portfolio centers on GPU server systems (NVIDIA HGX B300/B200 and GB200/GB300 NVL72 rack-scale solutions), the SuperCluster turn-key rack-scale AI solutions (including the xAI Colossus 100K GPU cluster), and AI Factory complete enterprise solutions. Supporting infrastructure includes Edge AI Systems for distributed low-latency inferencing, Twin Family multi-node servers (BigTwin, GrandTwin, FatTwin), SuperBlade blade servers, Storage Servers (Petascale All-Flash and high-density), and DLC-2 liquid cooling technology. The software portfolio includes SuperCloud management suite (Composer, Automation Center, Developer Console, Director) for unified infrastructure control. Industry-specific solutions cover Telco AI, Retail AI, and Federal AI. All solutions integrate with storage/software partners (DDN, VAST Data, Weka, IBM, Cloudian, Nutanix) via the NVIDIA AI Data Platform and Data Lakes offerings.

Differentiator

Problem solved

Functional benefit

Brands

• DCBBS (Data Center Building Block Solutions): Complete, modular AI infrastructure solution providing end-to-end deployment flexibility from individual GPUs and networking switches to complete racks, site infrastructure, management software, and professional services.
• SuperCluster
• SuperRack
• SuperBlade
• SuperCloud
• Gold Series Servers
• SuperWorkstations
• Supero (Gaming Solutions)

Products and services

• GPU Servers (HGX/GB Systems) High-performance GPU server systems featuring NVIDIA HGX B300/B200 8-GPU platforms and GB200/GB300 NVL72 rack-scale solutions for AI training, inference, and HPC workloads, scaling from air-cooled 8U systems to liquid-cooled clusters of 1,152 GPUs.
• Data Center Building Block Solutions (DCBBS) Modular AI infrastructure platform providing end-to-end deployment flexibility from individual GPUs and networking switches to complete racks, site infrastructure, management software, and professional services, with validated components and L11/L12 testing for rapid time-to-deployment.
• SuperCluster Pre-validated, plug-and-play multi-rack AI solutions with integrated networking fabric and rigorous L11/L12 testing, including GB200 NVL72 (72 GPUs), GB300 NVL72 (72 B300 GPUs), and HGX B300 clusters scaling to 1,152 GPUs.
• AI Factory Complete turnkey enterprise AI solutions at scale combining compute, networking, storage, and software for faster time-to-online and time-to-revenue, used by Lambda and other AI factory operators.
• Edge AI Systems Purpose-built edge AI servers with compact form factors for low-latency, real-time AI inferencing, including fanless systems (180 TOPS), 1U-3U rackmount servers, and ruggedized outdoor systems with NVIDIA and Intel GPUs for retail, manufacturing, healthcare, transportation, and logistics deployments.
• SuperCloud Software Suite End-to-end management software including SuperCloud Composer (rack-scale management), SuperCloud Automation Center (provisioning), SuperCloud Developer Console (GPUaaS), and SuperCloud Director (multi-tenant AI cloud), managing 20K+ hosts through a single portal.
• Twin Family Servers (BigTwin, GrandTwin, FatTwin, TwinPro) Multi-node server architectures including BigTwin (2U 4-node), GrandTwin (single processor optimized), FatTwin (4U 8-node), TwinPro (1U/2U twin), and FlexTwin (liquid-cooled HPC) designs for enterprise-optimized hyper-converged infrastructure with reduced TCO.
• SuperBlade Highest-performance blade server architecture with advanced networking and NVMe, including MicroBlade and MicroCloud form factors, designed for enterprise and HPC density and resource efficiency.
• Storage Servers Scalable and flexible NVMe and hybrid storage architectures including Petascale All-Flash arrays, Top-Loading 90-bay high-density systems, JBOF enclosures, and Enterprise-Optimized storage for software-defined data centers.
• xAI Colossus SuperCluster World's largest liquid-cooled AI SuperCluster deployment featuring 100,000 NVIDIA Hopper GPUs powering xAI's Grok AI models, delivered as a reference Supermicro SuperCluster customer implementation.
• Jetson Orin NX Edge AI Platform Compact fanless edge AI platform featuring NVIDIA Jetson Orin NX module delivering 157 TOPS for multiple concurrent AI pipelines, with 5G and Wi-Fi connectivity for manufacturing, retail, logistics, and healthcare applications.
• Liquid Cooling (DLC-2) Direct-to-chip liquid cooling technology removing up to 98% of heat from critical electronics, including Coolant Distribution Units (up to 250kW per rack), Rear Door Heat Exchangers, Liquid-to-Air Sidecars (up to 200kW), and In-Row CDUs (up to 1.8MW).
• NVIDIA AI Data Platform Solutions Integrated AI data platform solutions with DDN, VAST Data, Weka, IBM Storage Scale, Cloudian, Everpure, and Nutanix for AI data ingestion, embedding, indexing, and retrieval, enabling RAG, semantic search, and intelligent knowledge retrieval without data duplication.
• Arm AGI Solutions Server platforms powered by Arm AGI CPU delivering up to 2x higher performance per rack vs x86 solutions, built with up to 136 Arm Neoverse V3 cores in liquid-cooled Open Rack configurations targeting agentic AI inference workloads.
• Retail AI Solutions AI-optimized infrastructure for retail including loss prevention, autonomous shopping, demand forecasting, and personalized customer experiences, with edge systems for front and back-of-store AI applications using Intel Xeon 6 and AMD EPYC processors.
• Telco AI Solutions AI infrastructure for telecommunications including sovereign AI, 5G monetization, AI-RAN, and edge AI, providing solutions for network operations, customer experiences, and AI factories for national AI infrastructure deployments.
• Federal AI Infrastructure AI-optimized infrastructure solutions for federal government deployments including secure, high-performance computing for defense and government AI applications.
• Building Blocks (Motherboards, Chassis, Accessories) Individual components including server, workstation, embedded/IoT and desktop motherboards, 1U-4U chassis, tower chassis, mobile racks, JBOD enclosures, cable matrices, risers, power supplies, and heatsinks sold to system builders and integrators.

Quantifiable outcome

• 40% reduction in electricity costs for data centers using direct liquid cooling
• +4 more outcomes

Named customers8 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability10 records

Feature6 records

Partnerships

15 partnerships are on record, tiered core, strategic, flagship and major.

• OdinecoreStrategic or Co-development Partner · 24 June 2026Odine serves as Supermicro's authorized partner for AI infrastructure deployment in Türkiye. Odine handles deployment and operation of high-performance GPU infrastructure, data processing capacity, and cloud-based architectures for AI factories serving telecom, finance, retail, defense, and public sector.
• StorMagiccoreStrategic or Co-development Partner · 24 June 2026Strategic partnership bundling Supermicro's compact edge systems with StorMagic's SvHCI virtualization software for edge, ROBO, and small datacenter environments. Targets retail, manufacturing, and healthcare with high-availability two-node architecture.
• IntelcoreTechnology or Integration · 24 June 2026Intel Edge AI solutions featuring Core Ultra Series 3, Core Series 2 processors, and Arc Pro B-series GPUs. Intel Xeon 6+ processor platforms for data center and edge deployments.
• AmdocscoreStrategic or Co-development Partner · 24 June 2026Joint AI-RAN trial demonstrating next-generation Open vRAN architecture. Supermicro supplied ARM-based servers with NVIDIA GH200 Grace Hopper Superchips running on Red Hat OpenShift for network orchestration.
• Nano Nuclear EnergystrategicStrategic or Co-development Partner · 23 June 2026MOU signed to explore integrating Nano's microreactors with AI infrastructure to address power demands of AI data centers.
• NVIDIAflagshipTechnology or IntegrationPrimary technology partner for GPU systems. Supermicro is a preferred system builder launching NVIDIA Vera Rubin, Blackwell, and Hopper-based solutions. Joint AI factory solutions endorsed by NVIDIA for Infrastructure Configuration and Software Reference Stack.
• AMDcoreTechnology or IntegrationAMD EPYC processor partner for GPU servers, storage systems, and edge platforms. A+ Solutions portfolio featuring AMD EPYC 9005 series processors.
• ArmcoreTechnology or IntegrationAGI CPU solutions featuring Arm Neoverse V3 cores delivering up to 2x higher performance per rack vs x86. Targets agentic AI inference workloads.
• LambdamajorImplementation/ SI/ Consulting PartnerLambda builds AI factories with Supermicro and NVIDIA Blackwell GPUs. Success story customer deploying AI infrastructure at scale.
• Samsung Heavy IndustriesstrategicStrategic or Co-development PartnerPartnership for floating AI data centers on ships. Supermicro servers being tested for durability at sea with vibration, saltwater, and humidity challenges. Addresses power grid constraints in coastal cities.
• DDNcoreTechnology or IntegrationHyperPOD AI Data Platform combining DDN's Infinia data intelligence platform with Supermicro servers for enterprise AI data pipelines.
• VAST DatacoreTechnology or IntegrationSupermicro CNode-X and EBox systems creating unified AI data platform bringing high-performance GPU compute directly to enterprise data.
• WekacoreTechnology or IntegrationWeka's cloud-native parallel file system on Supermicro NVMe storage systems delivers extreme-throughput data access for AI embedding and retrieval pipelines.
• Red HatcoreTechnology or IntegrationValidated designs for Red Hat OpenShift and Red Hat OpenStack running on Supermicro servers, enabling enterprise Kubernetes deployments.
• SK TelecommajorStrategic or Co-development PartnerAI data center partnership in Korea for sovereign AI infrastructure services targeting telecom, enterprise, and government customers.

Scale indicators10 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• Dell Technologies: Dell PowerEdge servers and the Dell AI Factory compete head-to-head with Supermicro's GPU systems and DCBBS platform for hyperscale and enterprise AI workloads, with comparable NVIDIA HGX/Blackwell rack-scale offerings and direct liquid cooling products.
• Hewlett Packard Enterprise: HPE ProLiant, Cray HPC systems, and HPE Private Cloud AI directly overlap with Supermicro's GPU servers, storage, and turnkey AI factory solutions across enterprise, HPC, and government buyers.
• Lenovo: Lenovo ThinkSystem and ThinkEdge servers, including NVIDIA HGX-based systems and the Lenovo AI Innovators program, target the same hyperscale, enterprise, and edge AI segments as Supermicro.
• Quanta Computer: Taiwan-based ODM and one of the largest server manufacturers globally, competing with Supermicro as a primary integrator for hyperscaler AI server designs including custom NVIDIA GB200/GB300 rack-scale systems.
• Wiwynn: Taiwan-based ODM specializing in hyperscale cloud and AI server designs, often working directly with large cloud customers on custom GPU systems that overlap with Supermicro's SuperCluster offerings.
• ASUSTek: ASUS ESC and RS-series GPU servers, plus its AI POD and rack-scale solutions for NVIDIA HGX/Blackwell, compete with Supermicro in both enterprise AI and HPC markets.
• GIGABYTE: GIGABYTE G-series GPU servers and rack-scale AI solutions offer direct competition to Supermicro's HGX-based systems, with similar validated NVIDIA partnerships and direct liquid cooling offerings.

Broad incumbents

• Cisco Systems: Cisco UCS servers and HyperFlex converge with Supermicro's rackmount and hyperconverged offerings for enterprise AI and data center customers, though Cisco's portfolio is broader and networking-led.
• IBM: IBM Power Systems, FlashSystem storage, and watsonx AI infrastructure address overlapping enterprise AI and HPC use cases as Supermicro, though IBM's portfolio extends broadly into software and services rather than rack-scale GPU systems.

Emerging players

• Lambda: Lambda is both a Supermicro customer and a neocloud competitor, deploying AI factories on Supermicro+NVIDIA Blackwell infrastructure while also offering GPU cloud services that overlap with Supermicro's SuperCloud Director/GPUaaS direction.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/Supermicro_SMCI
• YouTubeyoutube.com/supermicro
• Facebookfacebook.com/Supermicro
• LinkedInlinkedin.com/company/supermicro
• Instagraminstagram.com/supermicro_smci

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds8 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments7 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Supermicro