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SupermicroBuilds rack scale server and storage systems, including air cooled and liquid cooled AI servers assembled around third party GPUs and accelerators.
2021-Q2-2026-Q1
2021-Q2-2026-Q1
2007-2025
$SMCI
Assembles and ships the rack scale AI servers, air cooled and liquid cooled, that hyperscalers and enterprises buy to house GPUs. ~$33.7B annual revenue at roughly 4% net margin, the largest revenue base in this sector and the thinnest. A buyer of chips rather than a maker of them, competing with Dell and HPE on time to market for each new accelerator generation.