AI Index / Super Micro Computer, Inc.
Super Micro Computer, Inc. (SMCI)
Super Micro Computer Inc. specializes in AI infrastructure, including AI training and inferencing solutions for data centers. Known for deploying large-scale AI SuperClusters, Super Micro has developed direct liquid cooling (DLC) technology to optimize data center efficiency for high-performance AI workloads. These investments in scalable AI-ready infrastructure help the company support generative AI and data-intensive applications.
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Fiscal 2026 is off to a strong start as we continue the early phases of the dynamic AI growth trend.
- Charles Liang
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Quotes from super-micro-computer Executives About Artificial Intelligence and Generative AI
The major highlight this quarter continued to be our industry-leading AI portfolio.
- Charles Liang
Demand for advanced AI compute and infrastructure solutions is evolving rapidly, and Super Micro is uniquely positioned to lead with innovative, high-quality and value-driven solutions.
- Charles Liang
Our NVIDIA Blackwell Ultra with GB300 product line now have more than $13 billion in back orders.
- Charles Liang
Edge AI solutions are also gaining more traction for real-time processing in manufacturing, telecom, retail and autonomous environments.
- Charles Liang
We are deeply focused on training LLM and Generative AI, we also see rapid growth in industry-specific model, agentic AI, broader infancy and AI at the edge.
- Charles Liang
To continue technology leadership in AI platforms, we are preparing for the NVIDIA Vera Rubin and AMD Helios launches in calendar 2026.
- Charles Liang
Our product portfolio continues to lead the industry. In addition to NVIDIA GB300 and B300, we are shipping RTX PRO 6000, B200, [NVL72] and AMD MI350, 355X platforms in volume to power generative AI, large language model, inference and HPC workloads.
- Charles Liang