SMCI | Market Cap: $27.5B (10/12/26)
Industry:
Hardware

DESCRIPTION

Supermicro designs and manufactures servers, storage systems, and complete data center infrastructure. The company's core products are AI servers—rack-scale systems built around GPUs and CPUs from Nvidia, AMD, and Intel, purpose-built for artificial intelligence training and inference workloads. Supermicro integrates individual components into fully configured racks and specializes in liquid-cooled server architectures. It also offers traditional CPU-based enterprise servers, storage platforms, edge systems, and modular Data Center Building Block Solutions, which integrate compute racks with cooling units, power distribution, networking switches, management software, and deployment services. Supermicro operates through two main customer segments: large data center and OEM customers, and enterprise and channel customers. The company generates revenue by selling hardware, software, and services at a margin over component and production costs, using both direct sales and indirect channels including distributors and system integrators. Supermicro's strategy focuses on scaling turnkey modular data center infrastructure, expanding enterprise customer sales, and increasing global liquid-cooled manufacturing capacity.

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