U.S. natural gas prices upside likely in 2026 - Morgan Stanley
SAN JOSE - Supermicro, Inc. (NASDAQ:SMCI), a prominent player in the Technology Hardware industry with a market capitalization of $25.6 billion and impressive revenue growth of 82% over the last twelve months, has expanded its portfolio of NVIDIA Blackwell Architecture solutions to the European market, introducing more than 30 new systems designed for enterprise AI deployments. According to InvestingPro analysis, the company maintains a "GREAT" financial health score, positioning it well for this strategic expansion.
The expanded lineup includes systems for NVIDIA HGX B200, liquid-cooled NVIDIA GB200 NVL72, and NVIDIA RTX PRO 6000 Blackwell Server Edition, according to a company press release issued Wednesday. With analysts anticipating continued sales growth and the company currently trading below its Fair Value, investors seeking detailed analysis can access comprehensive metrics and 13 additional key insights through InvestingPro’s exclusive research reports.
Among the new offerings is a 4U front I/O liquid-cooled system for NVIDIA HGX B200 that incorporates Supermicro’s DLC-2 technology. This system features in-rack coolant distribution units capable of removing 250kW of heat per rack, enabling higher compute density within existing facility constraints. The company’s strong liquidity position, with a current ratio of 6.66 and moderate debt levels, supports its continued investment in innovative technologies.
Supermicro is currently accepting orders for systems featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs across multiple form factors. The company’s solution stack is also designed to support upcoming NVIDIA GB300 NVL72 and HGX B300 NVL8 systems.
Charles Liang, president and CEO of Supermicro, stated that the company’s collaboration with NVIDIA and global manufacturing capabilities allow European organizations to deploy AI infrastructure with improved efficiency and reduced implementation timelines.
Supermicro’s approach includes data center design consultation, solution validation, and professional deployment services, which the company claims can reduce typical deployment timelines from 12-18 months to as little as three months.
The company’s NVIDIA-Certified Systems are designed to integrate with NVIDIA networking, storage, and AI Enterprise software through Supermicro’s Data Center Building Block Solutions, facilitating deployment of NVIDIA Enterprise AI Factory validated designs.
Supermicro maintains manufacturing facilities in San Jose, Europe, and Asia to support production of these systems. The company’s robust financial position, with a return on equity of 20% and strong cash flows to cover interest payments, provides a solid foundation for its global manufacturing operations. For deeper insights into Supermicro’s financial metrics and growth potential, visit InvestingPro for exclusive analysis and valuation tools.
In other recent news, Super Micro Computer has announced its strategic partnership with DataVolt to develop hyperscale AI campuses in Saudi Arabia, utilizing cutting-edge liquid cooling technology. This collaboration is expected to significantly enhance Super Micro’s presence in the AI infrastructure sector. Meanwhile, Mizuho Securities has increased its price target for Super Micro to $40, citing the company’s strong position in the AI server market and its promising partnership with DataVolt. Despite the positive outlook, Mizuho noted potential challenges, including increasing competition and current weak margins in the AI server market. Additionally, Loop Capital has maintained a Buy rating on Super Micro with a $70 price target, highlighting the company’s potential growth from a $20 billion deal with DataVolt and Neocloud. Super Micro’s recent stockholder meeting approved amendments to its equity plan and elected new directors, further strengthening its governance. The company is also eyeing U.S. expansion in response to rising AI demand, with plans to increase production capacity in states like Texas and Mississippi. CEO Charles Liang emphasized the opportunities for growth in AI across the U.S., Europe, and Japan. These developments underscore Super Micro’s strategic initiatives to capitalize on the global AI boom and enhance its market position.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.