Last updated: 2026-05-29
Supermicro designs AI server hardware from edge systems (65W TDP) to 8-GPU data center nodes, with $12.68B quarterly revenue and NASDAQ: SMCI listing.
Supermicro (Super Micro Computer, Inc.) is a San Jose-based server and storage systems manufacturer founded in 1993 by Charles Liang. The company went public on NASDAQ (SMCI) in 2007 and reported record quarterly revenue of $12.68 billion in Q4 2025, making it one of the largest suppliers of AI infrastructure hardware globally alongside Dell and HPE. Supermicro's AI hardware portfolio spans three deployment tiers. Data center systems support up to 8 NVIDIA RTX PRO Blackwell GPUs per 4U or 5U node, optimized for large-scale inference, training, and virtualization. The Super AI Station is a deskside AI supercomputer powered by the NVIDIA GB300 Grace Blackwell Ultra Superchip, delivering over 5x AI PFLOPS with 775GB coherent memory for local large-model development. Edge AI systems launched in April 2026 use AMD EPYC 4005 processors in mini-1U, short-depth 1U, and slim tower form factors, with TDPs as low as 65W for retail, manufacturing, and healthcare deployments. The company targets IT infrastructure teams at enterprises and cloud providers, AI research labs, edge computing operators in space-constrained environments (retail, manufacturing, healthcare), and government or defense organizations requiring on-premises AI. Supermicro's key advantage over competitors is build-to-order speed: its modular building block architecture lets customers configure and receive systems faster than Dell or HPE custom orders, important for AI teams under time pressure. Pricing is quote-based with no published list prices. Systems are purchased through Supermicro directly, authorized resellers, or partner channels including Thinkmate and Uvation. Gold Series pre-configured servers carry shorter lead times and are priced competitively for standard workloads. The company offers financing options through third-party leasing partners for large enterprise deployments. In 2026, Supermicro expanded its portfolio to include NVIDIA BlueField-4 STX storage servers for AI inference acceleration, Context Memory (CMX) servers for agentic long-context workloads, and NVIDIA RTX PRO Blackwell Server Edition GPU systems. The stock trades at a governance discount due to a 2024-2025 accounting investigation, despite record revenue growth.
Quote-based pricing through Supermicro direct sales and authorized resellers. No published list prices. Gold Series pre-configured systems available with shorter lead times. Enterprise financing available via third-party leasing.