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Company Detail

Super Micro Computer (SMCI)

Live scores, intel, and hardware footprint for SMCI.

RSS for SMCI
AI HARDWARE NASDAQ NMS - GLOBAL MARKET

Super Micro Computer

SMCI$20.7B Cap

Alpha Velocity

CURRENT ALPHA:63.5

Signal Drivers (24h)

CONFIRMED

National Compute Grid Launches to Pool Idle AI Capacity Across Providers

4h ago•Impact: 28
CONFIRMED

HPE Unveils The First Of The Next Generation of ProLiants for the AI Era

15h ago•Impact: 20
ANALYSIS

Software could be the easiest fix for hyperscalers' AI power squeeze, researchers say

4h ago•Impact: 17
RUMOR

AMD's EPYC Verano AI host CPU will reportedly use a special SB1 socket

6h ago•Impact: 15
ANALYSIS

Why AI Inference Infrastructure Fails Differently From Traditional Services

20h ago•Impact: 8

Deal Activity (12mo)

PARTNERSHIPREPUTABLE_NEWS
with Multiple AI compute providers
10/8/2026

“National Compute Grid Launches to Pool Idle AI Capacity Across Providers”

hpcwire.com
OTHERPRESS_RELEASE
10/1/2026

“successful laboratory demonstration of the industry's first 800-volt direct current (800 VDC) cooling architecture designed to support the next-gen AI data centers”

hpcwire.com
PARTNERSHIPPRESS_RELEASE
with KKR / Helix Digital Infrastructure
$1.0B9/29/2026

“Samsung has committed $1 billion to Helix, an AI infrastructure company formed by KKR to help meet the growing infrastructure needs of hyperscalers, through its long-duration capital”

hpcwire.com
OTHERPRESS_RELEASE
with King Environmental Services Ltd.
9/24/2026

“Vertiv today announced that it has entered into an agreement to acquire King Environmental Services Ltd. (KES), a Europe-based provider of fluid management, commissioning and load-testing services for high-density, liquid-cooled data centers”

hpcwire.com
PARTNERSHIPREPUTABLE_NEWS
with Supermicro
$0.2B9/22/2026

“Supermicro participated as a strategic investor in Verda's $189M Series B, indicating a likely hardware supply relationship alongside the investment”

siliconangle.com
CAPACITY RESERVATIONREPUTABLE_NEWS
9/22/2026

“OpenAI and Anthropic are seeking to secure immediate capacity, through smaller data center deals, to meet current demand, despite spending billions on massive deals elsewhere.”

tomshardware.com

Alpha DNA

Financial Vitals

Revenue (TTM)
$39.1B
R&D Intensity
2.0%
Operating Margin7.1%
FCF Margin-17.8%
Fiscal: 2026 FY

Valuation Reality

P/S Ratio
0.5x
FCF Yield
-33.67%

Earnings Intelligence

No upcoming earnings scheduled.
Data from Finnhub

Research Output

Papers (90d)
0
Papers (1yr)
0
Top Venue Publications0
Citations (1yr)0
Data from OpenAlex • 10/5/2026

Scholarly Research

No scholarly research data available yet. Scholarly fetch runs every 48 hours.

Social Narrative

Mentions (24h)
0
Unique Authors
0
Attention Score0
Credibility Score0
Price Coupling-26
Data from xAI Grok • 5/30/2026
CIK0001375365
Shares Out597M
IndustryTechnology