StreetInsider.com News Articles

Super Micro shares fall after prior session's rally

Thu, 22 Oct 2026 10:13:13 -0400

Super Micro Computer Inc shares declined 4.2% in morning trading Thursday, dropping to $34.09 following a 17% surge in the previous session.

The company released preliminary fiscal first-quarter results Wednesday showing revenue between $18.5 billion and $19.5 billion, approximately 27% above Wall Street's consensus estimate of around $15 billion. Super Micro also raised its gross margin outlook to 12.0%-12.5%, up from a previous estimate of 10.4%-10.8%.

The stock's decline Thursday follows one of its largest single-session gains in recent memory. The full earnings report and conference call are scheduled for November 3.

Bank of America raised its price target on the stock to

Supermicro launches 256-CPU liquid-cooled rack for agentic AI

Thu, 22 Oct 2026 05:59:32 -0400

Super Micro Computer, Inc. (NASDAQ: SMCI) announced the Nvidia Vera CPU rack, a 100% liquid-cooled, rack-scale system housing 256 Nvidia Vera CPUs, delivering 22,528 cores and 45,056 threads with support for up to 22,500 concurrent agent sandboxes per rack.

The product, added to Supermicro's Data Center Building Block Solutions (DCBBS) portfolio, is designed for agentic AI, reinforcement learning, and data processing workloads. It can be deployed as a standalone unit or alongside the Nvidia Vera Rubin NVL72, which Supermicro says is now shipping.

The rack integrates Nvidia BlueField-4 DPUs for networking and in-silicon security, and uses Supermicro's DLC-2 direct liquid cooling stack.

Supermicro launches 256-CPU liquid-cooled rack for agentic AI

Thu, 22 Oct 2026 05:59:32 -0400

The rack integrates Nvidia BlueField-4 DPUs for networking and in-silicon security, and uses Supermicro's DLC-2 direct liquid cooling stack.

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 at Scale

Thu, 22 Oct 2026 02:00:00 -0400

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

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 at Scale

Thu, 22 Oct 2026 02:00:00 -0400

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

Active options: MCI META MSTR INTC PLTR MSFT WULF HOOD AVGO IREN

Wed, 21 Oct 2026 14:29:17 -0400

Active options: SMCI META MSTR INTC PLTR MSFT WULF HOOD AVGO IREN

Form 3/A Super Micro Computer, For: Oct 09 Filed by: Krishnapura Sheshaprasad Govindaraju

Wed, 21 Oct 2026 13:43:00 -0400

http://archive.fast-edgar.com/20261021/AD2HS22MZ222T2C2222C2242H6U4ZU223282

Filed on: October 21, 2026

Supermicro, Nokia team up on AI-RAN network edge computing

Wed, 21 Oct 2026 07:36:43 -0400

Super Micro Computer, Inc. (NASDAQ: SMCI) announced a collaboration with Nokia to deploy Artificial Intelligence-Radio Access Networks (AI-RAN) combining Nokia's radio access network technology, Nvidia's Aerial RAN Computer platform, and Supermicro's server infrastructure.
The arrangement allows radio and AI workloads to run on shared infrastructure across distributed cell sites and centralized network hubs. According to the company's press release, the solution supports applications including voice AI, vision AI, physical AI, and autonomous network operations.
Supermicro's hardware lineup for the deployment spans three network tiers. At distributed cell sites, the ARC-Pro platform pairs an Nvidia Grace C1 CPU with an Nvidia RTX PRO

Supermicro, Nokia team up on AI-RAN network edge computing

Wed, 21 Oct 2026 07:36:43 -0400

Super Micro Computer, Inc. (NASDAQ: SMCI) announced a collaboration with Nokia to deploy Artificial Intelligence-Radio Access Networks (AI-RAN) combining Nokia's radio access network technology, Nvidia's Aerial RAN Computer platform, and Supermicro's server infrastructure.
The arrangement allows radio and AI workloads to run on shared infrastructure across distributed cell sites and centralized network hubs. According to the company's press release, the solution supports applications including voice AI, vision AI, physical AI, and autonomous network operations.
Supermicro's hardware lineup for the deployment spans three network tiers. At distributed cell sites, the ARC-Pro platform pairs an Nvidia Grace C1 CPU with an Nvidia RTX PRO

Supermicro Brings NVIDIA Aerial RAN Computer Solutions to the Network Edge with Nokia to Enable Low-latency AI Services

Wed, 21 Oct 2026 07:35:00 -0400

Improve network economics with higher spectral efficiency using AI-RAN platform for 5G today, with software upgradeable path that protects infrastructure investment

Unlock AI monetization by enabling low-latency, critical AI services, enterprise edge inferencing, and practical physical AI applications

Supermicro Brings NVIDIA Aerial RAN Computer Solutions to the Network Edge with Nokia to Enable Low-latency AI Services

Wed, 21 Oct 2026 07:35:00 -0400

Improve network economics with higher spectral efficiency using AI-RAN platform for 5G today, with software upgradeable path that protects infrastructure investment

Unlock AI monetization by enabling low-latency, critical AI services, enterprise edge inferencing, and practical physical AI applications

Nutanix and Supermicro plan joint AI inference system for 2027

Wed, 21 Oct 2026 07:30:48 -0400

Nutanix (NASDAQ: NTNX) and Super Micro Computer (NASDAQ: SMCI) announced plans for a jointly engineered AI infrastructure solution aimed at reducing the cost of private AI inference for enterprise customers, according to a press release issued at NVIDIA GTC in Berlin on Oct. 21, 2026.
The planned solution will combine Supermicro servers with the Nutanix Cloud Platform, NVIDIA GPUs, and NVIDIA Spectrum-X networking. Each server node is designed to house eight NVIDIA Blackwell Ultra GPUs. The companies say the offering is intended to reduce custom configuration and integration complexity for on-premises AI deployments.
The stack will include Nutanix Kubernetes Platform, Nutanix Enterprise

Nutanix and Supermicro plan joint AI inference system for 2027

Wed, 21 Oct 2026 07:30:48 -0400

Nutanix (NASDAQ: NTNX) and Super Micro Computer (NASDAQ: SMCI) announced plans for a jointly engineered AI infrastructure solution aimed at reducing the cost of private AI inference for enterprise customers, according to a press release issued at NVIDIA GTC in Berlin on Oct. 21, 2026.
The planned solution will combine Supermicro servers with the Nutanix Cloud Platform, NVIDIA GPUs, and NVIDIA Spectrum-X networking. Each server node is designed to house eight NVIDIA Blackwell Ultra GPUs. The companies say the offering is intended to reduce custom configuration and integration complexity for on-premises AI deployments.
The stack will include Nutanix Kubernetes Platform, Nutanix Enterprise

Nutanix and Supermicro plan joint AI inference system for 2027

Wed, 21 Oct 2026 07:30:48 -0400

Nutanix (NASDAQ: NTNX) and Super Micro Computer (NASDAQ: SMCI) announced plans for a jointly engineered AI infrastructure solution aimed at reducing the cost of private AI inference for enterprise customers, according to a press release issued at NVIDIA GTC in Berlin on Oct. 21, 2026.
The planned solution will combine Supermicro servers with the Nutanix Cloud Platform, NVIDIA GPUs, and NVIDIA Spectrum-X networking. Each server node is designed to house eight NVIDIA Blackwell Ultra GPUs. The companies say the offering is intended to reduce custom configuration and integration complexity for on-premises AI deployments.
The stack will include Nutanix Kubernetes Platform, Nutanix Enterprise

Nutanix and Supermicro plan joint AI inference system for 2027

Wed, 21 Oct 2026 07:30:48 -0400

Nutanix (NASDAQ: NTNX) and Super Micro Computer (NASDAQ: SMCI) announced plans for a jointly engineered AI infrastructure solution aimed at reducing the cost of private AI inference for enterprise customers, according to a press release issued at NVIDIA GTC in Berlin on Oct. 21, 2026.
The planned solution will combine Supermicro servers with the Nutanix Cloud Platform, NVIDIA GPUs, and NVIDIA Spectrum-X networking. Each server node is designed to house eight NVIDIA Blackwell Ultra GPUs. The companies say the offering is intended to reduce custom configuration and integration complexity for on-premises AI deployments.
The stack will include Nutanix Kubernetes Platform, Nutanix Enterprise

Nutanix and Supermicro Take on Runaway AI Costs with Jointly Engineered System for Private Inference

Wed, 21 Oct 2026 07:30:00 -0400

Supermicro servers powered by Nutanix Agentic AI are designed for enterprises to fast track deployments of AI infrastructure, secure critical on-premises GPU resources, reduce AI costs, and scale AI workloads with flexibility and control
News Summary

Nutanix and Supermicro are expanding their collaboration to help enterprises lower the cost per token of private AI inference and accelerate adoption of open-weight models through a planned engineered, full stack infrastructure solution.
The solution will enable enterprises to accelerate AI inference workloads and facilitate securing critical on-premises GPU resources.
The solution will combine Supermicro servers with Nutanix Agentic AI

Nutanix and Supermicro Take on Runaway AI Costs with Jointly Engineered System for Private Inference

Wed, 21 Oct 2026 07:30:00 -0400

Supermicro servers powered by Nutanix Agentic AI are designed for enterprises to fast track deployments of AI infrastructure, secure critical on-premises GPU resources, reduce AI costs, and scale AI workloads with flexibility and control
News Summary

Nutanix and Supermicro are expanding their collaboration to help enterprises lower the cost per token of private AI inference and accelerate adoption of open-weight models through a planned engineered, full stack infrastructure solution.
The solution will enable enterprises to accelerate AI inference workloads and facilitate securing critical on-premises GPU resources.
The solution will combine Supermicro servers with Nutanix Agentic AI

Nutanix and Supermicro Take on Runaway AI Costs with Jointly Engineered System for Private Inference

Wed, 21 Oct 2026 07:30:00 -0400

Supermicro servers powered by Nutanix Agentic AI are designed for enterprises to fast track deployments of AI infrastructure, secure critical on-premises GPU resources, reduce AI costs, and scale AI workloads with flexibility and control
News Summary

Nutanix and Supermicro are expanding their collaboration to help enterprises lower the cost per token of private AI inference and accelerate adoption of open-weight models through a planned engineered, full stack infrastructure solution.
The solution will enable enterprises to accelerate AI inference workloads and facilitate securing critical on-premises GPU resources.
The solution will combine Supermicro servers with Nutanix Agentic AI

Nutanix and Supermicro Take on Runaway AI Costs with Jointly Engineered System for Private Inference

Wed, 21 Oct 2026 07:30:00 -0400

Supermicro servers powered by Nutanix Agentic AI are designed for enterprises to fast track deployments of AI infrastructure, secure critical on-premises GPU resources, reduce AI costs, and scale AI workloads with flexibility and control
News Summary

Nutanix and Supermicro are expanding their collaboration to help enterprises lower the cost per token of private AI inference and accelerate adoption of open-weight models through a planned engineered, full stack infrastructure solution.
The solution will enable enterprises to accelerate AI inference workloads and facilitate securing critical on-premises GPU resources.
The solution will combine Supermicro servers with Nutanix Agentic AI

Super Micro Computer (SMCI) PT Raised to $57 at Rosenblatt

Wed, 21 Oct 2026 06:51:44 -0400

Rosenblatt analyst Sajal Dogra raised the price target on Super Micro Computer (NASDAQ: SMCI) to $57.00 (from $51.00) while maintaining a Buy rating.
The analyst comments "SMCI pre-announced a 1QFY27 revenue and gross margin beat after the close, with revenue expected to grow 71% Q/Q and ~280% Y/Y at the midpoint of the $18.5B - $19.5B range. Gross margins are expected at 12%-12.5%, well ahead of the 10.4%-10.8% guide and up 275 bps Y/Y at the midpoint. With the September-quarter raise and the Vera Rubin volume ramp still ahead, we raise our FY27 revenue/EPS estimates to $80B/$6.40 from $68.5B/$5.13 and look

Super Micro Computer (SMCI) PT Raised to $57 at Rosenblatt

Wed, 21 Oct 2026 06:51:44 -0400

Rosenblatt analyst Sajal Dogra raised the price target on Super Micro Computer (NASDAQ: SMCI) to $57.00 (from $51.00) while maintaining a Buy rating.
The analyst comments "SMCI pre-announced a 1QFY27 revenue and gross margin beat after the close, with revenue expected to grow 71% Q/Q and ~280% Y/Y at the midpoint of the $18.5B - $19.5B range. Gross margins are expected at 12%-12.5%, well ahead of the 10.4%-10.8% guide and up 275 bps Y/Y at the midpoint. With the September-quarter raise and the Vera Rubin volume ramp still ahead, we raise our FY27 revenue/EPS estimates to $80B/$6.40 from $68.5B/$5.13 and look

Needham: 'We continue to expect SMCI's backlog strength to continue'

Wed, 21 Oct 2026 05:44:11 -0400

Needham analyst N. Quinn Bolton reiterated a Buy rating and $46.00 price target on Super Micro Computer (NASDAQ: SMCI).
The analyst comments "SMCI provided preliminary F1Q27 results that call for revenue to come in above the high end of its prior guidance. Revenue in F1Q is now expected to be $19.0BN at the midpoint versus $15.0BN previously. The increased revenue outlook is driven by increased demand for AI platforms. Additionally, SMCI now expects GAAP and Non-GAAP GM to be 12.0-12.5%, above its prior guide of 10.4-10.8%. The better than expected GM is attributed to favorable customer and product mix. We continue

Form 8-K Super Micro Computer, For: Oct 20

Tue, 20 Oct 2026 16:44:00 -0400
si-local-file:///var/storage/secattach/20261020/27211045.html

Supermicro stock surges 12% after raising revenue outlook on AI demand

Tue, 20 Oct 2026 16:41:12 -0400

Investing.com -- Super Micro Computer (NASDAQ: SMCI) shares surged 12% in after-hours trading Tuesday after the server maker sharply raised its fiscal first-quarter revenue outlook, citing stronger demand for AI platforms.

The company now expects preliminary revenue of $18.5 billion to $19.5 billion for the quarter ended September 30, up from its previous forecast of $14.5 billion to $15.5 billion. The midpoint of the revised range is well above analysts’ consensus estimate of $14.99 billion.

Supermicro also raised its gross margin outlook to 12.0% to 12.5%, from 10.4% to 10.8% previously, attributing the improvement primarily to a more

Supermicro stock surges 12% after raising revenue outlook on AI demand

Tue, 20 Oct 2026 16:41:12 -0400

Investing.com -- Super Micro Computer (NASDAQ: SMCI) shares surged 12% in after-hours trading Tuesday after the server maker sharply raised its fiscal first-quarter revenue outlook, citing stronger demand for AI platforms.

The company now expects preliminary revenue of $18.5 billion to $19.5 billion for the quarter ended September 30, up from its previous forecast of $14.5 billion to $15.5 billion. The midpoint of the revised range is well above analysts’ consensus estimate of $14.99 billion.

Supermicro also raised its gross margin outlook to 12.0% to 12.5%, from 10.4% to 10.8% previously, attributing the improvement primarily to a more