Super Micro Computer, Inc. (SMCI)

Super Micro Computer Inc. (NASDAQ: SMCI) stock has its bullish supporters, some of whom feel it can withstand global trade issues and that it may be one of the best artificial intelligence (AI) stocks going forward.

Vertiv gains momentum as AI-driven data center demand boosts orders and backlog, widening its edge over Super Micro Computer.

LOS ANGELES , Dec. 11, 2025 /PRNewswire/ -- Azio AI, the artificial intelligence compute and GPU infrastructure subsidiary of Azio, today announced its active participation in early-stage technical and infrastructure discussions supporting the Philippines' national initiative to modernize and restructure its sovereign investment platform, including the Maharlika Investment Fund (MIF) and Maharlika Investment Corporation (MIC). The engagement follows President Ferdinand Marcos Jr.'s 2024 directive to pause and comprehensively restructure the MIF, initiating a renewed 2024–2025 planning cycle focused on governance reform, capital optimization, and long-term national development priorities.

Super Micro Computer, Inc. (SMCI) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Super Micro Computer's shares slide as expansion strains margins and cash flow, even as AI server demand and new platforms fuel long-term growth ambitions.

U.S. equities look muted ahead of Thursday's open, with Tesla, Palantir, and Super Micro Computer showing early softness. Despite resistance tests and pullbacks, supportive momentum and policy expectations keep the broader tone cautiously constructive.

Supermicro stock (NASDAQ: SMCI) has been an underdog in the server market for a long time. But, with the recent boom in the artificial intelligence space, SMCI has shifted into the heart of the AI supply chain, and if everything goes as expected, the company can generate Nvidia-level performance in 2026.

Super Micro Computer stock fell 22.1% after repeatedly missing revenue estimates and guidance, raising execution concerns. SMCI's Q1 sales declined 15% YoY, gross margins dropped to 9.5%, and EPS fell 53%, with delays attributed to customer upgrades and data center readiness. Management guides for $10–11 billion Q2 sales and at least $36 billion for FY, but persistent guidance misses and margin pressure raise risk.

Introducing 4U and 2-OU (OCP) liquid-cooled NVIDIA HGX B300 systems for high-density hyperscale and AI factory deployments, supported by Supermicro Data Center Building Block Solutions® with DLC-2 and DLC technology, respectively 4U liquid-cooled NVIDIA HGX B300 systems designed for standard 19-inch EIA racks with up to 64 GPUs per rack, capturing up to 98% of system heat through DLC-2 (Direct Liquid-Cooling) technology Compact and power-efficient 2-OU (OCP) NVIDIA HGX B300 8-GPU system designed for 21-inch OCP Open Rack V3 (ORV3) specification with up to 144 GPUs in a single rack SAN JOSE, Calif. , Dec. 9, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced the expansion of its NVIDIA Blackwell architecture portfolio with the introduction and shipment availability of new 4U and 2-OU (OCP) liquid-cooled NVIDIA HGX B300 systems.

Super Micro Computer (SMCI 1.41%) has been one of the most volatile stocks in the market this year.

WAYNE, Pa.--(BUSINESS WIRE)--As enterprise data centers struggle to run increasingly complex AI training and scientific simulation workloads within tight power and cooling limits, Cornelis and Supermicro have validated a new high-performance infrastructure solution designed to deliver more computing power using less energy. Supermicro's liquid-cooled FlexTwin™ server platforms are now fully validated with Cornelis' CN5000 high-speed networking, giving organizations a practical way to scale AI a.

A few months ago, Supermicro stock was still bouncing back from a slide triggered by an alarming short-seller report. Optimism about the server specialist has faded, and it has very low margins.

While Super Micro Computer is known for its choppiness, the underlying data points to a possible upside trade for SMCI stock.

Super Micro Computer, Inc. (SMCI) Presents at Raymond James TMT & Consumer Conference Transcript

AI infrastructure might be the hottest trade on the screen, but the way it's being financed is a lot less glamorous.

Super Micro Computer (SMCI) Director Sherman Tuan sold 48,630 shares on Nov. 26, 2025, at about $33 a share, netting roughly $1.6 million, according to a recent