---
title: "SMCI Super Micro Computer"
canonical: "https://supercyclehq.com/stock/super-micro-computer"
type: "stock"
dataAsOf: "2026-11-06"
ticker: "SMCI"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Super Micro Computer (SMCI)

Super Micro Computer builds the servers that AI runs on.

## AI Exposure Score

**90/100, Pure Play.** Assembles and sells GPU server racks and liquid-cooled AI clusters, largely NVIDIA-based, to data centers and AI cloud providers. AI systems are the bulk of revenue, making the business a direct play on AI capital spending.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $28.76 |
| Change 1d | +6.20% |
| Change 7d | -12.72% |
| Change 30d | -32.76% |
| Change 1y | -27.67% |
| 52-week high | $50.17 |
| 52-week low | $20.53 |
| Market cap | $18.6B |
| P/E | 6.07 |
| EPS | $4.74 |
| Next earnings | 2027-02-02 |

Quote as of 2026-11-06.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | San Jose, California |
| CEO | Charles Liang |
| Employees | 7,000 |
| Website | https://www.supermicro.com |
| Buildout layers | [Data Centers & Hardware](https://supercyclehq.com/category/data-centers) |

## What the company does

Super Micro Computer builds the servers that AI runs on. It assembles and sells GPU server racks, storage systems, and complete AI clusters to data centers and cloud providers, earning revenue from hardware sales that scale directly with AI capital spending.

Its product line includes GPU SuperClusters, largely built around NVIDIA hardware, the AI SuperServer line, liquid cooling solutions for dense AI racks that run too hot for air cooling, and AI storage systems.

Founded in 1993 and headquartered in San Jose, California, Supermicro employs about 6,200 people under founder and CEO Charles Liang, and its shares trade on the NASDAQ.

## Role in the AI buildout

Supermicro sits in the Data Centers & Hardware layer of the buildout, one step downstream from the chipmakers. It turns GPUs into deployable systems: racks, cooling, storage, and integration, sold to data centers and AI cloud providers. AI systems make up the bulk of its revenue, so its results move directly with AI capital spending rather than tracking it at a distance. That direct linkage is why Supercycle scores its AI exposure at 90 out of 100.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $111.5M | 1.46% | new | 2026-06-30 |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $2.4M | 0.01% | increased | 2026-06-30 |

## Recent news

- [Super Micro Computer and Dell Climb 6%, Hewlett Packard Enterprise Gains 2% as AI Server Stocks Rebound From Election Sell-Off](https://247wallst.com/investing/2026/11/06/super-micro-computer-and-dell-climb-6-hewlett-packard-enterprise-gains-2-as-ai-server-stocks-rebound-from-election-sell-off/?.tsrc=rss) (source, 2026-11-06)
- [Can SMCI's Collaboration With NVDA Help it Challenge DELL & HPE?](https://finance.yahoo.com/technology/ai/articles/smcis-collaboration-nvda-help-challenge-140100026.html?.tsrc=rss) (source, 2026-11-06)
- [Despite Strong Revenue Growth and a Cheap Valuation, Supermicro Stock Is Still Not a Buy](https://www.fool.com/investing/2026/11/06/despite-strong-revenue-growth-and-a-cheap-valuatio/?.tsrc=rss) (source, 2026-11-06)
- [2 Red Flags Supermicro Investors Shouldn’t Ignore After Earnings](https://www.barchart.com/story/news/8698103/2-red-flags-supermicro-investors-shouldnt-ignore-after-earnings?.tsrc=rss) (source, 2026-11-06)
- [Nvidia Stock Tumbles. IBM and Supermicro AI Deal Delivers 56x Speed Boost](https://finance.yahoo.com/technology/ai/articles/nvidia-stock-tumbles-ibm-supermicro-184550220.html?.tsrc=rss) (source, 2026-11-05)

## FAQ

### What does Super Micro Computer do?

Supermicro assembles and sells GPU server racks, liquid cooled AI clusters, and storage systems to data centers and cloud providers, turning chips into deployable AI computing systems.

### How is Super Micro Computer exposed to AI?

Directly. AI systems are the bulk of its revenue, making the business a play on AI capital spending. Supercycle scores its AI exposure at 90 out of 100.

### What are Supermicro's main products?

GPU SuperClusters, the AI SuperServer line, liquid cooling solutions for dense AI racks, and AI storage systems, largely built around NVIDIA hardware.

### Who leads Supermicro and where is it based?

Founder Charles Liang is CEO. Supermicro is headquartered in San Jose, California, was founded in 1993, employs about 6,200 people, and trades on the NASDAQ.

### Is SMCI a pure play AI stock?

Close to it. With AI systems the bulk of revenue and a Supercycle AI Exposure Score of 90 out of 100, Supermicro sits near the top of the exposure leaderboard.

---

Source: https://supercyclehq.com/stock/super-micro-computer. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.