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Super MicroSMCI

Data centers · NASDAQ · USA

$42.77
Down 4.8% todayClose

Up 53.5% this year and +39.6% since June 26, ahead of the AI sector at +7.5%. Super Micro supplies 1 mapped company and buys from 1.

Market cap
$27.8B
This year
+53.5%
1 year
−18.4%
P/E
12.5
P/S
0.7
P/B
1.9

Price vs the AI sector

since Jun 26SMCIAI sector, equal weight
Super Micro (SMCI) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. SMCI: +39.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%+20%+40%Jun 26AugSepOct 8SMCI +39.6%Sector +7.5% Super Micro (SMCI) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. SMCI: +39.6% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%+20%+40%Jun 26AugSepOct 8SMCI+39.6%Sector+7.5%

Supply chain

1 supplier · 1 customer
SUPPLIERS →→ CUSTOMERSNvidia (NVDA)NVDANvidia−2.9%CoreWeave (CRWV)CRWVCoreWeave−7.8%SMCISuper Micro

Suppliers 1

Customers 1

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About Super Micro

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

Theme exposure

AI serversData center exposureLiquid coolingRack-scale solutions

Products

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

Competitors

  • Dell
  • HPE
  • Foxconn/ODMs

Risks

  • Thin margins
  • Past accounting turbulence, governance risk

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

CiscoCSCO−2.1%Dell TechnologiesDELL−0.8%Arista NetworksANET−2.3%AmphenolAPH−2.5%EquinixEQIX−2.0%HPEHPE−1.5%Digital RealtyDLR−2.4%CoherentCOHR−9.6%

Compare SMCI

Side by side with the largest companies in the same segment.

SMCI vs CSCOSMCI vs DELLSMCI vs ANETSMCI vs APHSMCI vs EQIXSMCI 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 →