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company · smci-us

Super Micro

GPUs buy silicon; returns hinge on utilization. Collectives, HBM, schedulers, power/thermal, and inference batching decide effective output from hundred-billion AI CapEx. Hub NVIDIA; complements AVGO/ANET; constraints TSM/MU; physical layer VRT. See CPU industry.

  • Tickers NVDA · AMD · AVGO · ANET · SMCI · VRT · ORCL · MSFT · GOOGL · TSM · MU · CRDO · CLS
  • Also known as SMCI · SMCI.US · Supermicro

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Related research

  • Squeezing Silicon: Keeping GPUs from Sitting Idle | AI Infra & the Hundred-Billion Market

    GPUs buy silicon; returns hinge on utilization. Collectives, HBM, schedulers, power/thermal, and inference batching decide effective output from hundred-billion AI CapEx. Hub NVIDIA; complements AVGO/ANET; constraints TSM/MU; physical layer VRT. See CPU industry.

  • SMCI.US: Q4 FY26 preliminary — order explosion & conversion risk

    Super Micro issued a preliminary Q4 FY2026 update on 2026-07-21: revenue estimated near the low end of guide ~$11B (prior $11–12.5B), GM estimated 15–17% (well above prior 8.2–8.4% guide). Q4 new orders >$60B with record backlog, but deliveries span future quarters. Market cap ~$19–20B vs a massive order book → conversion and execution risk. AI server / liquid-cooling building blocks thesis is clear, but historical accounting/governance overhang remains. Formal Q4 print on 2026-08-11. See CLS, NVDA, Vertiv, AVGO.