Super Micro (SMCI) Stock Is Up, What You Need To Know

What Happened?

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 2.9% in the morning session after the company announced it has begun volume shipments of its server systems equipped with Nvidia's new Blackwell Ultra artificial intelligence (AI) chips. 

The server maker announced that it was delivering its NVIDIA Blackwell Ultra solutions to customers worldwide, signaling that the company successfully navigated supply chain challenges to secure these high-demand components. This development positions Super Micro to capture a significant share of the market during the current AI hardware upgrade cycle. In a statement, CEO Charles Liang highlighted the company's strong relationship with Nvidia, stating that Super Micro has "the best track record of fast and successful deployments of new NVIDIA technologies.".

After the initial pop the shares cooled down to $45.46, up 3.4% from previous close.

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What Is The Market Telling Us

Super Micro’s shares are extremely volatile and have had 82 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 2 days ago when the stock gained 3.2% on the news that renewed investor enthusiasm for the artificial intelligence boom was sparked by a strong forecast from a major cloud provider. The optimism was ignited by Oracle, which jumped 30% after forecasting a massive increase in AI-powered cloud revenue. This outlook overshadowed the company's recent earnings miss and reinforced investor confidence in the long-term AI trend, benefiting companies that provide critical infrastructure for artificial intelligence. Underscoring the bullish sentiment, investment bank Barclays raised its year-end S&P 500 target, citing resilient economic growth and continued investor excitement for AI as key drivers for the market's strength.

Super Micro is up 51.3% since the beginning of the year, but at $45.46 per share, it is still trading 25.1% below its 52-week high of $60.71 from July 2025. Investors who bought $1,000 worth of Super Micro’s shares 5 years ago would now be looking at an investment worth $17,259.

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