News 
Market Data 
Discover
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
He just watches.
Huge news! I didn't see this. I am going to go check it out now. I like the path to recovery they have been on.
Meanwhile, Supermicro has now inked a "multi-year partnership agreement" with DataVolt, a leading Saudi data center company.
While the granular details of this agreement have not been made public, the deal is worth as much as $20 billion, and will see Supermicro supply high-density GPU platforms and rack-scale liquid cooling systems to DataVolt over a number of years.
According to Goldman Sachs, the deal could feasibly entail $5 billion in annual revenue and an annual EBIT of around $200 million for Supermicro, based on an assumed contract period of 5 years and a built-in margin of around 5 percent.
Also, Supermicro has now announced the DLC-2, its next-generation liquid-cooling technology that aims to deliver up to 40 percent savings in water and energy consumption for a given data center. The technology claims to reduce a data center's Total Cost of Ownership (TCO) by up to 20 percent.
Supermicro is able to achieve these savings by increasing the cold plate coverage of server components, allowing for a reduced number of fans operating at lower speeds.
$47.75 HOD. If the market starts moving it could $50, though I wouldn’t bet money on it. As you said, As you said, there’s a sharp turnabout this is going.
Supermicro Announces Strategic Partnership with DataVolt
SAN JOSE, Calif.--(BUSINESS WIRE)-- Super Micro Computer, Inc. (NASDAQ: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced that it has entered into a strategic partnership under a memorandum of understanding (“MOU”) with DataVolt to build hyperscale AI campuses initially in the Kingdom of Saudi Arabia.
“Supermicro is thrilled to work together in this important effort to deliver significantly enhanced computing power for the next generation of AI infrastructure,” said Charles Liang, President and CEO of Supermicro. “We are excited to collaborate with DataVolt to bring our advanced AI systems featuring the latest direct liquid cooling technology (DLC-2) powered by local renewable, sustainable, and net-zero green technology.”
This collaboration will fast-track delivery of Supermicro’s ultra-dense GPU platforms, storage, and rack PnP systems for DataVolt’s hyperscale gigawatt-class renewable and net-zero green AI campuses, giving our customers access to unprecedented scale and sustainability. Supermicro’s state-of-the-art liquid cooling solutions reduce power costs up to 40%, accelerate time-to-deployment and time-to-online, and allow data centers to run more efficiently with lower power usage effectiveness (PUE). As an end-to-end solution provider for the enterprise and cloud data centers, Supermicro will deliver a fully-tested and optimized total IT solution that includes high performance AI and compute servers, networking, storage, racks, and advanced liquid cooling technologies. Supermicro’s proven liquid cooling solutions at scale enable data center operators to rapidly deploy the latest and most performant AI infrastructure while lowering TCO by up to 20%.
The collaboration is subject to negotiation and completion of one or more definitive agreements between the parties. The estimated minimum market value of the products contemplated in the transaction is $20 billion. This underscores the strategic partnership between the two companies to develop cutting-edge large scale AI infrastructure.
Agreed.
Keep watching. Meanwhile, $50 is coming soon. A week ago this was <$32. Now $43+.
Pump and Dump?
Blast-Off is imminent
Blast-Off is imminent
Supermicro's Revolutionary Data Center Building Block Solutions® (DCBBS) Simplify and Shorten Global-Scale Buildouts of AI/IT Liquid-Cooled Data Centers
May 15, 2025
Easy-to-design, easy-to-build, easy-to-deploy, and easy-to-operate solution for all critical computing and cooling infrastructure
Quick time-to-deployment and quick time-to-online with everything required to fully outfit AI/IT data centers
Saving cost with modularized building block solution architecture from system to rack to data center scale
High quality and high availability with Supermicro's industry-leading design, manufacturing capacity, management software, on-site services, and global support
SAN JOSE, Calif., May 15, 2025 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, is announcing Data Center Building Block Solutions, the easiest solution to overcome the immense complexities of outfitting liquid cooled AI factories with all critical infrastructure components, including servers, storage, networking, rack, liquid cooling, software, services, and support. As an expansion of Supermicro's System Building Block Solutions, DCBBS adopts a standardized, yet flexible solution architecture, vastly expanded in scope to handle the most demanding AI data center training and inference workloads, enabling easier data center planning, buildout, and operation – all while reducing cost.
DCBBS
"Supermicro's DCBBS enables clients to easily construct data center infrastructure with the fastest time-to-market and time-to-online advantage, deploying as quickly as three months," said Charles Liang, president and CEO of Supermicro. "With our total solution coverage, including designing data center layouts and network topologies, power and battery backup-units, DCBBS simplifies and accelerates AI data center buildouts leading to reduced costs and improved quality."
For more information, please visit www.supermicro.com/DCBBS
DCBBS offers packages of pre-validated data center-level scalable units, including a 256-node AI Factory DCBBS scalable unit, designed to alleviate the burden of prolonged data center design by providing a streamlined package of floor plans, rack elevations, bill of materials, and more. Supermicro provides comprehensive first-party services to ensure project success, starting from consultation to on-site deployment and continued on-site support. DCBBS is customizable at the system-level, rack cluster-level, and data center-level to meet virtually any project requirements.
Along with our DLC-2 technology, DCBBS also helps customers save up to 40% power, reducing 60% data center footprint, and decreasing 40% water consumption, all of which leads to 20% lower TCO.
AI Factory Data Center-Level Scalable Unit
The need for AI infrastructure continues to scale: AI training clusters require clusters of thousands of GPUs to develop foundation models. AI inference applications are also leveraging more test-time compute capacity by running multiple inference passes with a mixture of models to deliver greater intelligence. Supermicro's AI Factory DCBBS package fully equips data centers to tackle these rising AI computational requirements.
Solutions from Supermicro include up to 256 Liquid Cooled 4U Supermicro NVIDIA HGX™ system nodes, each system equipped with 8 NVIDIA Blackwell GPUs (2,048 GPUs in total), interconnected with up to 800Gb/s NVIDIA Quantum-X800 InfiniBand or NVIDIA Spectrum™ X Ethernet networking platform. The compute fabric is supported by elastically scalable tiered storage with high-performance PCIe Gen5 NVMe, TCO optimized Data Lake nodes, and resilient management system nodes for continuous uninterrupted operation.
System-Level, Rack-Level, and Data Center-Level Customization
Supermicro features a modular building block approach, composed of three hierarchical levels: the system-level, rack-level, and data center level, giving customers unparalleled design options in determining a system-level bill of materials, down to selecting individual components, including CPUs, GPUs, DIMMs, drives, and NICs. System-level customization ensures the ability to meet specialized hardware requirements for a particular data center workloads and applications and allows for granular fine-tuning of data center resources.
Supermicro aids in designing rack enclosure elevation layouts to ensure optimization for thermals and cabling, giving customers the ability to select the type of rack enclosure, including 42U, 48U, and 52U configurations.
After the initial consultation with the customer, Supermicro delivers a project proposal tailored to a given data center power budget, performance target, or other requirements.
Supermicro DLC-2
With liquid-cooled data centers growing from less than 1% of the market to an expected 30% within a year, Supermicro is driving the industry-wide adoption of DLC by helping customers achieve the challenge of needing to build new liquid-cooled data centers that can more efficiently remove heat.
DLC provides unmatched efficiency by capturing heat directly from the individual chips, including AI GPUs running at 1000W TDP and beyond. Liquid cooling infrastructure is planned and deployed at data center scale, including the piping and facility-side liquid cooling tower for heat dissipation. Supermicro leads the industry in providing a total solution for direct-to-chip liquid cooling infrastructure, consisting of DLC systems, in-rack or in-row coolant distribution units, coolant distribution manifolds, cooling towards, and more. Supermicro's DLC-2 brings further improvements:
Cold Plates
CPU, GPU, PCle Switch, DIMM, VRM, PSU and more
Max Inlet Water Temperature
Up to 45°C
Noise Level
As low as 50dB
LC Heat Capture
Up to 98%
Data Center Power Savings (vs. Air-cooling)
Up to 40%
Service & Software Building Blocks
DCBBS includes the services required to achieve time-to-market and time-to-online quickly, without having to drain the customer's own IT resources. Supermicro offers a complete portfolio of service-level building blocks such as datacenter design, solution validation, and professional onsite deployment. It includes continued on-site support to ensure long-term success, along with a 4-hour Onsite Response time option for mission-critical uptime.
Supermicro's SuperCloud Composer® provides a suite of infrastructure management capabilities, with rich analytics that manage compute, storage, and network building blocks at cloud scale.
In addition to services, Supermicro has broad expertise in data center application integration, including AI training, AI inferencing, cluster management, and workload orchestration. This includes supporting customers deploying the NVIDIA AI Enterprise software platform. Supermicro provides full services for software provisioning and validation based on the customer's software stack.
About Super Micro Computer, Inc.
Supermicro (NASDAQ: SMCI) is a global leader in Application-Optimized Total IT Solutions. Founded and operating in San Jose, California, Supermicro is committed to delivering first to market innovation for Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure. We are a Total IT Solutions provider with server, AI, storage, IoT, switch systems, software, and support services. Supermicro's motherboard, power, and chassis design expertise further enables our development and production, enabling next generation innovation from cloud to edge for our global customers. Our products are designed and manufactured in-house (in the US, Taiwan, and the Netherlands), leveraging global operations for scale and efficiency and optimized to improve TCO and reduce environmental impact (Green Computing). The award-winning portfolio of Server Building Block Solutions® allows customers to optimize for their exact workload and application by selecting from a broad family of systems built from our flexible and reusable building blocks that support a comprehensive set of form factors, processors, memory, GPUs, storage, networking, power, and cooling solutions (air-conditioned, free air cooling or liquid cooling).
Supermicro, Server Building Block Solutions, and We Keep IT Green are trademarks and/or registered trademarks of Super Micro Computer, Inc.
All other brands, names, and trademarks are the property of their respective owners.
https://ir.supermicro.com/news/news-details/2025/Supermicros-Revolutionary-Data-Center-Building-Block-Solutions-DCBBS-Simplify-and-Shorten-Global-Scale-Buildouts-of-AIIT-Liquid-Cooled-Data-Centers/default.aspx
Weekly Chart
Supermicro Rockets Higher on $20B Deal: Time to Buy SMCI Stock or Cash Out?
Super Micro Computer (SMCI), or Supermicro, is in the spotlight after announcing a massive $20 billion partnership with Saudi Arabian data center giant DataVolt. The news sent SMCI soaring, with the stock rising over 15% in morning trade on Wednesday, May 14. This significant deal not only boosts Supermicro’s growth prospects but also arrives at a crucial time, offering investors a reason to reconsider the stock despite recent struggles.
The multi-year agreement will see Supermicro supply ultra-dense GPU platforms and rack systems for DataVolt’s hyperscale AI campuses in Saudi Arabia and the United States. More importantly, the partnership allows Supermicro to expand its manufacturing capabilities while deepening its strategic ties in the global AI infrastructure market.
This announcement couldn’t have been more timely for a company that has faced intense scrutiny lately. Supermicro’s stock had been under considerable pressure due to a combination of negative headlines and disappointing financial results. Allegations of accounting manipulation, operational challenges, and a delayed annual filing had all weighed heavily on investor sentiment. The company avoided Nasdaq delisting by finally submitting its financials, but subsequent earnings results further pressured the stock.
Supermicro’s fiscal third-quarter results were a letdown, with revenues of $4.6 billion falling short of expectations. Management pointed to a pause in customer purchasing decisions as buyers hesitated between Nvidia’s (NVDA) Hopper GPUs and the next-generation Blackwell platform. This delay in AI infrastructure spending forced Supermicro to trim its full-year revenue guidance to a range of $21.8 billion to $22.6 billion, down from an earlier projection of $23.5 billion to $25 billion.
Despite these setbacks, the DataVolt partnership injects a fresh wave of optimism into Supermicro’s growth story. The deal reflects the robust demand for AI-driven GPU solutions and positions Supermicro as a key player in the global data center buildout. For investors, the long-term opportunity in AI infrastructure remains compelling, even if short-term uncertainties persist.
Supermicro’s business is aligned with the secular growth trends in AI computing. Today, AI GPU platforms contribute over 70% of the company’s total revenue, driven by strong demand from enterprise clients and cloud service providers. To meet this demand, Supermicro continues ramping production of its Data Center Building Block Solutions (DCBBS), offering superior efficiency, lower power and water usage, and faster deployment for next-generation GPU systems.
A significant part of Supermicro’s edge comes from its leadership in green computing. The company’s advanced direct liquid cooling (DLC) technology has been a game-changer for data center efficiency. Last year, Supermicro shipped a significant number of high-power AI racks equipped with DLC technology. Its second-generation DLC-2 promises even better performance, further cementing Supermicro’s competitive advantage in the sustainable AI infrastructure market.
The company is also expanding its AI product portfolio and will offer the latest AI platforms from Advanced Micro Devices (AMD) and Nvidia. This broadening portfolio ensures Supermicro remains at the forefront of AI infrastructure innovation, positioning it to capture future growth opportunities.
On the global front, Supermicro is aggressively scaling its footprint. A new campus in Malaysia has begun shipping products, while facilities in Taiwan and Europe are ramping up operations. The company is also expanding its U.S. manufacturing capabilities to support key partners and government initiatives, fortifying its logistics network amid a challenging macroeconomic backdrop.
Is SMCI Stock a Buy or a Sell?
Supermicro has found itself at the heart of the AI infrastructure boom. Yet, recent market volatility and cautious spending from enterprise customers are casting a shadow over its near-term growth. Investors have seen the stock take a significant hit from its highs, raising concerns about its immediate prospects. However, stepping back from the noise, Supermicro’s long-term prospects remain solid.
While analysts maintain a “Hold,” the company’s leadership in DLC technology gives it a crucial edge as demand for energy-efficient AI data centers continues to rise. With a robust product pipeline and an aggressive global expansion strategy, Supermicro is well-positioned to capture a sizable share of the AI infrastructure market. These strengths suggest that SMCI stock is a solid long-term investment.
In the end, Supermicro’s $20 billion partnership with DataVolt could be the catalyst that reignites its growth trajectory and restores investor confidence.
https://www.barchart.com/story/news/32396035/supermicro-rockets-higher-on-20b-deal-time-to-buy-smci-stock-or-cash-out
The Saudi Arabia trip will spill over to all technology stocks, long but worth watching.
Raymond James began coverage of the AI-focused server company with an "Outperform" rating and a price target of $41.
https://finance.yahoo.com/news/super-micro-smci-shares-jump-153423383.html
Sold options in 25 min for 150% gains today!
$SMCI
Some signs of life. Not sure why, given the earnings disappointment.
That thing going by now is the kaboose. Better catch it if one wants to be on the train at all.
Hoping it'll be good news. I'd like to see SMCI clear the issues completely and get back on a healthier path.
“I expect we’ll see a new bull arrive before the next crash.”
“We drank the wine / Everybody having a good time / Except you / You were talking about the end of the world"
|
Followers
|
113
|
Posters
|
|
|
Posts (Today)
|
0
|
Posts (Total)
|
3045
|
|
Created
|
04/24/12
|
Type
|
Free
|
| Moderators Jetmek_03052 dinogreeves | |||
AI
