Super Micro Computer (SMCI)
Builds modular rack-scale server, storage, and liquid-cooling systems for AI and enterprise infrastructure.
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Supermicro assembles specialized processors, servers, networking, cooling and software into complete computer-room systems. Artificial-intelligence racks now dominate the business, while conventional servers, storage and support are much smaller. Its growth hangs on huge customers, scarce components, ready-to-use sites and enough funding to buy parts before orders can ship.
Item facts: FY2026 · year ended Jun 30, 2026, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
7 in detail · 8 more below
AI GPU & Super Racks
Complete cabinets of specialized AI processors are the main engine. More than $60 billion of new orders arrived in the final quarter, but shipments still depend on scarce parts and customers having power, networking and cooling ready.
Competes with PowerRack 7000 (Dell Technologies) · ProLiant Compute XD685 (Hewlett Packard Enterprise)
In plain English
Picture a warehouse-sized computer room ordered as rows of ready-made metal cabinets. Supermicro combines NVIDIA's specialized AI processors with ordinary processors, switches, cables, power gear and either fans or water pipes, then tests the whole setup before it reaches the buyer.
Cloud providers and large data-center operators pay when those systems are delivered. The processors make each cabinet expensive, but much of that value passes through to suppliers, which keeps Supermicro's profit per sales dollar thin. One unnamed buyer supplied 28.1% of annual revenue; an industry source believes it was the combined xAI and SpaceX program, but that remains unconfirmed.
Data Center Building Block Solutions
A complete-site package adds cooling, power equipment, networking, setup and support around the servers. An early-stage plan with DataVolt, a partner planning Saudi computer campuses, contemplates at least $20 billion of products; turning it into firm orders is the watchpoint.
Competes with PowerRack and PowerCool (Dell Technologies) · 360AI (Vertiv)
In plain English
Buying thousands of servers is only half the job. The building also needs pipes to carry heat away, electrical gear to feed the machines, switches to connect them and people to make everything work together. This offering lets a customer buy those pieces from one coordinator.
Supermicro earns by widening the shopping list around each server cabinet and charging for setup and support. The customer gets fewer contractors to juggle; Supermicro gets more of the project. Money still arrives through the underlying equipment and services, so this is an added layer inside the rack business, not a separate sales line.
Enterprise CPU Server Families
The conventional server range is roughly one-sixth of the company: many cabinet, slim plug-in and multi-machine shapes for business computing. It is growing more slowly than AI racks, but stronger business and reseller sales can reduce reliance on giant projects.
Competes with PowerEdge R-Series (Dell Technologies) · ProLiant Compute (Hewlett Packard Enterprise)
In plain English
The unglamorous machines that keep companies running. These servers handle databases, internal computing, phone networks and scientific jobs using general-purpose Intel or AMD processors rather than the costliest AI parts. Different designs pack one or many machines into the same cabinet.
Businesses buy them when old equipment needs replacing or when they add capacity in their own computer rooms. Distributors, technology installers and other equipment makers also resell or bundle them. That broad customer route matters because demand is steadier and less concentrated, though memory-chip shortages can still limit what Supermicro can build.
SuperStorage
Roughly a billion-dollar business in storage machines and enclosures that hold company files, backups and the information used by AI systems. Faster storage is growing within a modest market; the question is how often it rides along with larger server installations.
Competes with PowerScale (Dell Technologies) · Alletra B10000 and X10000 (Hewlett Packard Enterprise)
In plain English
Computing creates piles of information that must live somewhere after the processors finish their work. SuperStorage is the bank of machines and drive-filled boxes that keeps those files available, whether for a company's records, backup copies or the huge collections used to build and run AI.
Customers can buy storage on its own or attach it to a larger group of Supermicro servers. More capacity means more drives, memory and controller parts in the sale. Supermicro gets paid for the assembled system, while supply and prices from drive and memory makers shape both availability and cost.
Embedded (5G/IoT/Edge) Systems
Small, rugged computers bring processing to factories, shops, phone networks and logistics sites instead of sending every task far away. They were 1% of sales in the opening quarter, the only disclosed snapshot; new models for running AI nearby show activity, not proven annual scale.
Competes with PowerEdge XR and NativeEdge (Dell Technologies) · ThinkEdge (Lenovo)
In plain English
Sometimes a machine needs an answer too quickly to send information to a distant computer center and wait. These compact, hardened boxes sit near factory equipment, store cameras or phone-network gear and do the computing on the spot. A recent range added processors suited to running already-trained AI nearby.
Industrial, retail and telecom operators buy the hardware through specialist installers who fit it into larger systems. Supermicro earns on each box sold. Success depends less on one giant campus and more on many smaller deployments, plus software that works reliably and can be updated from afar.
Supermicro Global Services
Deployment help, warranties and continuing support produced $420.3 million over the year. It is tiny beside hardware, but every new rack leaves more equipment that may need spare parts, fast repairs and renewal plans.
Competes with ProSupport Infrastructure Suite (Dell Technologies) · Tech Care Service (Hewlett Packard Enterprise)
In plain English
Once a room full of machines is running, someone must install additions, replace failed parts and answer the call when equipment stops behaving. Global Services is Supermicro's paid safety net: setup work, warranty coverage, support plans and help through the system's life.
Operators pay for dependable response because downtime can interrupt their own services. Resellers and technology installers can add the plans when they sell hardware. Unlike a one-time cabinet delivery, some of this money arrives across the support period, giving Supermicro a small stream that can repeat as long as coverage and response stay useful.
SuperCloud Software Suite
Software for setting up, watching and updating many machines at once is still at most a $118 million annual business. Quarterly orders roughly quadrupled from a small base; the watchpoint is whether more hardware buyers pay for the software too.
Competes with OpenManage Enterprise and iDRAC (Dell Technologies) · Compute Ops Management (Hewlett Packard Enterprise)
In plain English
A room with hundreds of servers would be miserable to manage one machine at a time. This suite gives operators one place to switch systems on, watch temperature and power use, install updates and spot equipment trouble across the whole room.
Large operators pay for that control as an addition to their hardware. The appeal grows with every cabinet because one dashboard can replace repetitive manual work, and it can also oversee some equipment made by others. For Supermicro, software adds more of its own know-how to a sale that otherwise sends much of the value to component suppliers.
AI GPU & Super RacksComplete cabinets of specialized AI processors are the main engine. More than $60 billion of new orders arrived in the final quarter, but shipments still depend on scarce parts and customers having power, networking and cooling ready.Complete cabinets of specialized AI processors are the main engine. More than $60 billion of new orders arrived in the final quarter, but shipments still depend on scarce parts and customers having power, networking and cooling ready.
In plain English
Picture a warehouse-sized computer room ordered as rows of ready-made metal cabinets. Supermicro combines NVIDIA's specialized AI processors with ordinary processors, switches, cables, power gear and either fans or water pipes, then tests the whole setup before it reaches the buyer.
Cloud providers and large data-center operators pay when those systems are delivered. The processors make each cabinet expensive, but much of that value passes through to suppliers, which keeps Supermicro's profit per sales dollar thin. One unnamed buyer supplied 28.1% of annual revenue; an industry source believes it was the combined xAI and SpaceX program, but that remains unconfirmed.
Competes with PowerRack 7000 (Dell Technologies) · ProLiant Compute XD685 (Hewlett Packard Enterprise)
Data Center Building Block SolutionsA complete-site package adds cooling, power equipment, networking, setup and support around the servers. An early-stage plan with DataVolt, a partner planning Saudi computer campuses, contemplates at least $20 billion of products; turning it into firm orders is the watchpoint.A complete-site package adds cooling, power equipment, networking, setup and support around the servers. An early-stage plan with DataVolt, a partner planning Saudi computer campuses, contemplates at least $20 billion of products; turning it into firm orders is the watchpoint.
In plain English
Buying thousands of servers is only half the job. The building also needs pipes to carry heat away, electrical gear to feed the machines, switches to connect them and people to make everything work together. This offering lets a customer buy those pieces from one coordinator.
Supermicro earns by widening the shopping list around each server cabinet and charging for setup and support. The customer gets fewer contractors to juggle; Supermicro gets more of the project. Money still arrives through the underlying equipment and services, so this is an added layer inside the rack business, not a separate sales line.
Competes with PowerRack and PowerCool (Dell Technologies) · 360AI (Vertiv)
Enterprise CPU Server FamiliesThe conventional server range is roughly one-sixth of the company: many cabinet, slim plug-in and multi-machine shapes for business computing. It is growing more slowly than AI racks, but stronger business and reseller sales can reduce reliance on giant projects.The conventional server range is roughly one-sixth of the company: many cabinet, slim plug-in and multi-machine shapes for business computing. It is growing more slowly than AI racks, but stronger business and reseller sales can reduce reliance on giant projects.
In plain English
The unglamorous machines that keep companies running. These servers handle databases, internal computing, phone networks and scientific jobs using general-purpose Intel or AMD processors rather than the costliest AI parts. Different designs pack one or many machines into the same cabinet.
Businesses buy them when old equipment needs replacing or when they add capacity in their own computer rooms. Distributors, technology installers and other equipment makers also resell or bundle them. That broad customer route matters because demand is steadier and less concentrated, though memory-chip shortages can still limit what Supermicro can build.
Competes with PowerEdge R-Series (Dell Technologies) · ProLiant Compute (Hewlett Packard Enterprise)
SuperStorageRoughly a billion-dollar business in storage machines and enclosures that hold company files, backups and the information used by AI systems. Faster storage is growing within a modest market; the question is how often it rides along with larger server installations.Roughly a billion-dollar business in storage machines and enclosures that hold company files, backups and the information used by AI systems. Faster storage is growing within a modest market; the question is how often it rides along with larger server installations.
In plain English
Computing creates piles of information that must live somewhere after the processors finish their work. SuperStorage is the bank of machines and drive-filled boxes that keeps those files available, whether for a company's records, backup copies or the huge collections used to build and run AI.
Customers can buy storage on its own or attach it to a larger group of Supermicro servers. More capacity means more drives, memory and controller parts in the sale. Supermicro gets paid for the assembled system, while supply and prices from drive and memory makers shape both availability and cost.
Competes with PowerScale (Dell Technologies) · Alletra B10000 and X10000 (Hewlett Packard Enterprise)
Embedded (5G/IoT/Edge) SystemsSmall, rugged computers bring processing to factories, shops, phone networks and logistics sites instead of sending every task far away. They were 1% of sales in the opening quarter, the only disclosed snapshot; new models for running AI nearby show activity, not proven annual scale.Small, rugged computers bring processing to factories, shops, phone networks and logistics sites instead of sending every task far away. They were 1% of sales in the opening quarter, the only disclosed snapshot; new models for running AI nearby show activity, not proven annual scale.
In plain English
Sometimes a machine needs an answer too quickly to send information to a distant computer center and wait. These compact, hardened boxes sit near factory equipment, store cameras or phone-network gear and do the computing on the spot. A recent range added processors suited to running already-trained AI nearby.
Industrial, retail and telecom operators buy the hardware through specialist installers who fit it into larger systems. Supermicro earns on each box sold. Success depends less on one giant campus and more on many smaller deployments, plus software that works reliably and can be updated from afar.
Competes with PowerEdge XR and NativeEdge (Dell Technologies) · ThinkEdge (Lenovo)
Supermicro Global ServicesDeployment help, warranties and continuing support produced $420.3 million over the year. It is tiny beside hardware, but every new rack leaves more equipment that may need spare parts, fast repairs and renewal plans.Deployment help, warranties and continuing support produced $420.3 million over the year. It is tiny beside hardware, but every new rack leaves more equipment that may need spare parts, fast repairs and renewal plans.
In plain English
Once a room full of machines is running, someone must install additions, replace failed parts and answer the call when equipment stops behaving. Global Services is Supermicro's paid safety net: setup work, warranty coverage, support plans and help through the system's life.
Operators pay for dependable response because downtime can interrupt their own services. Resellers and technology installers can add the plans when they sell hardware. Unlike a one-time cabinet delivery, some of this money arrives across the support period, giving Supermicro a small stream that can repeat as long as coverage and response stay useful.
Competes with ProSupport Infrastructure Suite (Dell Technologies) · Tech Care Service (Hewlett Packard Enterprise)
SuperCloud Software SuiteSoftware for setting up, watching and updating many machines at once is still at most a $118 million annual business. Quarterly orders roughly quadrupled from a small base; the watchpoint is whether more hardware buyers pay for the software too.Software for setting up, watching and updating many machines at once is still at most a $118 million annual business. Quarterly orders roughly quadrupled from a small base; the watchpoint is whether more hardware buyers pay for the software too.
In plain English
A room with hundreds of servers would be miserable to manage one machine at a time. This suite gives operators one place to switch systems on, watch temperature and power use, install updates and spot equipment trouble across the whole room.
Large operators pay for that control as an addition to their hardware. The appeal grows with every cabinet because one dashboard can replace repetitive manual work, and it can also oversee some equipment made by others. For Supermicro, software adds more of its own know-how to a sale that otherwise sends much of the value to component suppliers.
Competes with OpenManage Enterprise and iDRAC (Dell Technologies) · Compute Ops Management (Hewlett Packard Enterprise)
Named in filings, launches and programs
- xAI ColossusCustomer programA documented installation for xAI's Colossus computer center using 100,000 NVIDIA processors built for AI.
- DataVolt Saudi AI CampusesCustomer program · AnnouncedAn early-stage plan to supply future Saudi AI campuses; it still needs signed agreements before becoming firm business.
- Gorilla/Yotta India AI InfrastructureCustomer program · AnnouncedGorilla announced a roughly $2 billion Supermicro-linked India project for Yotta, including AI processors and networking.
- $13 Billion GB300 Design WinCustomer program · RampingOrders waiting to ship from Supermicro's largest announced design win; the customer was not disclosed.
- Final-Quarter Order PoolCustomer programA record wave of new orders from unnamed buyers; it was not presented as the ending backlog balance.
- Cisco Secure AI Factory with NVIDIACustomer program · AnnouncedCisco plans to add Supermicro's dense air- and water-cooled systems to a package for business customers from October 2026.
- Modular Server Subsystems and AccessoriesProduct lineBoards, cases, power supplies and accessories sold separately or used inside Supermicro's complete systems.
- Clean-Energy Technology InvestmentEcosystemA $5 million ownership stake with about one-third of the investee's board seats, not a disclosed source of operating sales.
xAI ColossusCustomer program
A documented installation for xAI's Colossus computer center using 100,000 NVIDIA processors built for AI.
DataVolt Saudi AI CampusesCustomer program · Announced
An early-stage plan to supply future Saudi AI campuses; it still needs signed agreements before becoming firm business.
Gorilla/Yotta India AI InfrastructureCustomer program · Announced
Gorilla announced a roughly $2 billion Supermicro-linked India project for Yotta, including AI processors and networking.
$13 Billion GB300 Design WinCustomer program · Ramping
Orders waiting to ship from Supermicro's largest announced design win; the customer was not disclosed.
Final-Quarter Order PoolCustomer program
A record wave of new orders from unnamed buyers; it was not presented as the ending backlog balance.
Cisco Secure AI Factory with NVIDIACustomer program · Announced
Cisco plans to add Supermicro's dense air- and water-cooled systems to a package for business customers from October 2026.
Modular Server Subsystems and AccessoriesProduct line
Boards, cases, power supplies and accessories sold separately or used inside Supermicro's complete systems.
Clean-Energy Technology InvestmentEcosystem
A $5 million ownership stake with about one-third of the investee's board seats, not a disclosed source of operating sales.