Sectivia

Super MicroSMCI

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

Fast-growing AI server manufacturer focused on liquid cooling and short lead times from new GPU to finished rack.

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

Key metrics

Market cap
$18.4B
Price
$28.81
Today
+2.0%
Return YTD
−3.5%
Return 1Y
−43.5%
P/E
14.7
P/S
0.5
P/B
2.4

Data as of 2026-07-10 · 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 →

Same segment: Data centers

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 →