Super Micro Computer, Inc. (SMCI)

Super Micro Computer (Supermicro) is a Silicon Valley-based provider of total information technology solutions for demanding workloads from the enterprise and cloud to the intelligent edge. It delivers rack-scale solutions optimized for artificial intelligence and high-performance computing. In fiscal year 2026 it advanced its transformation into a total data center infrastructure provider through Data Center Building Block Solutions (DCBBS), an integrated offering of modular AI infrastructure that ranges from individual GPUs and networking switches to complete racks, site infrastructure, management software and professional services. Its designs rely on in-house engineering and a modular, open Building Block Solutions architecture, and it uses liquid cooling technologies, including its DLC-2 direct liquid cooling stack.

The company's Total IT Solutions include complete servers, storage systems, modular blade servers, workstations, full-rack solutions, networking devices, server sub-systems and management software. Key product lines include liquid- and air-cooled AI servers; SuperBlade, MicroBlade, FlexTwin, GrandTwin and BigTwin blade and multi-node systems; SuperStorage systems; Hyper, CloudDC and WIO rackmount servers; MicroCloud systems; and embedded 5G/IoT/edge systems. It also sells server boards, chassis, power supplies and other accessories. Its products support platforms from NVIDIA, Intel, AMD and Arm. DCBBS includes more than ten key subsystems, such as coolant distribution units, heat exchangers, power shelves, battery backup units and cooling towers. Software includes the Supermicro Server Manager, Power Management, Update Manager and SuperCloud tools. Global services cover rack-level design and deployment, on-site support and warranties typically of one to three years. Revenue from software and services is included in server and storage systems revenue.

Supermicro sold to over 1,000 customers in over 100 countries in each of fiscal years 2024 through 2026, serving enterprise data centers, cloud service providers, AI, 5G/telco, retail and other edge markets. Its direct sales force focuses on large cloud, enterprise and OEM customers, while distributors, value-added resellers, system integrators and OEMs reach other end customers. Sales outside the United States were 29.1%, 40.6% and 32.0% of net sales in fiscal 2026, 2025 and 2024, respectively.

The company is headquartered in San Jose, California, where it manufactures most of its systems and performs research and development, with additional facilities in Taiwan, the Netherlands and Malaysia. It was expanding its Silicon Valley operations in fiscal 2026, including a new business complex and a DCBBS campus. It had over 3,500 research and development employees as of June 30, 2026. It uses third-party suppliers and contract manufacturers, including related parties Ablecom and Compuware for design and manufacturing coordination. It noted supply constraints for memory, storage, GPUs and CPUs during fiscal 2026. Competitors include Cisco, Dell, Hewlett-Packard Enterprise and Lenovo, as well as original design manufacturers such as Foxconn, Quanta Computer and Wiwynn.