Super MicroSMCI

NASDAQ · USA · Segment 4 of 8 in the AI & digital infrastructure value chain: Data centers

Racks of GPU servers, liquid-cooled, put together quickly after each new GPU arrives.

Data centers: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Key metrics

Market cap

$25.4B

Price

$35.17

Today

−5.6%

Return YTD

+27.2%

Return 1Y

−12.0%

P/E

20.4

P/S

0.8

P/B

3.4

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

AI serversData center exposureLiquid coolingRack-scale solutions

In the value chain

Products & services

GPU servers & rack-scale solutions
Liquid-cooled systems (DLC)

Competitors

Dell
HPE
Foxconn/ODMs

Risks

Thin margins
Past accounting turbulence, governance risk

Supply chain

Supplies →

CoreWeaveCRWV

← Suppliers

NvidiaNVDA

Full supply chain for SMCI →

Same segment: Data centers

CiscoCSCO Dell TechnologiesDELL Arista NetworksANET AmphenolAPH EquinixEQIX HPEHPE Digital RealtyDLR CoherentCOHR

Compare SMCI

SMCI vs CSCO SMCI vs DELL SMCI vs ANET SMCI vs APH SMCI vs EQIX SMCI vs HPE

See where Super Micro sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →