

Supermicro just booked a record order backlog while its stock sits near 52-week lows, trading at a fraction of what rivals Dell and Arista command.

Super Micro sees fiscal first-quarter revenue of $18.5 billion to $19.5 billion, far above its earlier forecast. Nvidia's revenue beat its own outlook by about $5 billion last quarter.

Supermicro Introduces the NVIDIA Vera CPU Rack, a 256 CPU, 100% Liquid-Cooled Rack-Scale Solution, Complementing the NVIDIA Vera Rubin Platform, for Agentic AI

Delivers dedicated 256 NVIDIA Vera CPU capacity for agent sandboxes, complementing NVIDIA Vera Rubin NVL72 with common DCBBS infrastructure with third-generation NVIDIA MGX racks and battery backup units Integrates NVIDIA Vera CPUs and BlueField™-4 DPUs with the NVIDIA Open Agent Safety Platform and OpenShell Reference Architecture for secure, high-density agentic AI orchestration and continuous monitoring and policy enforcement Leverages Supermicro DCBBS to deliver a complete, integrated data center solution—from liquid-cooled rack architecture and power infrastructure to networking, cooling, and deployment services—enabling customers to build and scale full AI factories for agentic workloads SAN JOSE, Calif., Oct. 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced the NVIDIA Vera CPU rack as the latest addition to the DCBBS portfolio.

On October 21, 2026, Super Micro Computer Inc (SMCI) shares rose 9.6% to $35.57. This increase comes amid a 52-week range of $19.48 to $55.35, reflecting a vola

NASDAQ · As of 4:00 PM ET 10/21/26

Supermicro ramped up its revenue forecast. AI data center-related demand is surging.

Super Micro Computer (SMCI) is experiencing a significant surge after announcing preliminary revenue and gross-margin estimates for the first quarter of fiscal