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DARK SECRETS: Supermicro - The Real Truth

Dear Super Micro Stock Fans, Here's What August's Rally Means for SMCI

Super Micro Computer stock rallied throughout August on strong order book and Cisco Nvidia partnership.

Nvidia GB300 DGX station desktop PC goes on sale for almost $91,100 — 7x costlier than a 256GB RAM Mac Studio M5 Ultra but with 748GB RAM

Nvidia GB300 DGX station desktop PC goes on sale for almost $91,100 — 7x costlier than a 256GB RAM Mac Studio M5 Ultra but with 748GB RAM

Supermicro's new $91,100 AI workstation offers 748GB of memory, dwarfing Apple's Mac Studio while targeting labs, not casual home users.

Why Now Could Be the Right Time to Buy Super Micro Computer Stock

Why Now Could Be the Right Time to Buy Super Micro Computer Stock

Super Micro Computer enters FY27 with strong business momentum, supported by robust AI infrastructure demand.

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Cisco and Supermicro Are Joining Forces in the AI Data Center Boom. How to Play Their Stocks Now.

Cisco and Supermicro are expanding their roles in AI infrastructure, but their vastly different risk profiles could make one stock a much more attractive investment than the other.

Nine indicted by Taiwan over illegal export of Nvidia B300 GPUs to China — details reveal five-point strategy to exploit and avoid customs controls

A new report claims nine people have been indicted over the illegal smuggling of Nvidia B300 servers to China.

Tom’s Hardware

Supermicro fires several employees following investigation into $2.5 billion China AI chip smuggling — claims that senior management had no knowledge of illicit transactions

An independent investigation on Supermicro clears senior management from any wrong-doing and also says that its financial statements were still reliable, despite the alleged diversion of its restricted products. Nevertheless, some of its employees from sales, technical support, and business development departments were fired for failing to 'follow Company policies…

Tom’s Hardware

Supermicro investigation clears CEO in $2.5 billion alleged smuggling scheme

The AI-hardware maker’s board found no evidence CEO Charles Liang knew anything about alleged chip smuggling but a pending trial could bring more legal exposure to the beleaguered company.

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Why Wall Street Isn't Buying Super Micro's $60 Billion Backlog Quite Yet

Why Wall Street Isn't Buying Super Micro's $60 Billion Backlog Quite Yet

While the record backlog and strong demand are likely to translate into sustainable revenue growth, Wall Street analysts aren't bullish on SMCI stock.

Buggy microcontrollers making up some of the world's most important servers can be easily backdoored

Buggy microcontrollers making up some of the world's most important servers can be easily backdoored

Researchers found more than a dozen new flaws plaguing baseboard management controllers.

Dear Super Micro Computer Stock Fans, Mark Your Calendars for August 11

Dear Super Micro Computer Stock Fans, Mark Your Calendars for August 11

Investors are hitting the pause button in anticipation of Super Micro Computer's upcoming print.

Before You Chase SMCI’s SpaceX Rally, Remember This Rocket Has Misfired Before

Before You Chase SMCI’s SpaceX Rally, Remember This Rocket Has Misfired Before

Investors should wait for the upcoming earnings report before jumping in on the margin improvement and SpaceX hype.

Nvidia slashes list of authorized customers in Asia in a bid to reduce AI chip smuggling, report claims — company sent field inspectors, called customers to check if business is genuine after pressure from Washington

Nvidia slashes list of authorized customers in Asia in a bid to reduce AI chip smuggling, report claims — company sent field inspectors, called customers to check if business is genuine after pressure from Washington

The company culled its list of verified customers, cutting out more than half of its existing client list to reduce incidents of smuggling. Remaining clients have passed more stringent checks, including physical inspections of data centers and interviews with end users.

Tom’s Hardware

I Wouldn’t Touch Supermicro Stock Right Now With a 10-Foot Pole. Here’s Why.

I Wouldn’t Touch Supermicro Stock Right Now With a 10-Foot Pole. Here’s Why.

SMCI stock is falling again after a raid on the company's Taiwan offices.

Supermicro denies that its offices were raided by Taiwanese authorities in Nvidia GPU smuggling case — company says that it coordinated with the police and provided access to investigated employees’ workstations and gadgets

Supermicro denies that its offices were raided by Taiwanese authorities in Nvidia GPU smuggling case — company says that it coordinated with the police and provided access to investigated employees’ workstations and gadgets

The company insists that it's cooperating with Taiwanese authorities and has voluntarily provided access to its premises. It also confirmed with the police that it's the individual, not the institution, that is being looked into with regard to the smuggling cases.

Tom’s Hardware

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Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning

Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites

Supermicro Stock Jumps on Wall Street Upgrade. The Real Test Is Still Ahead.

SMCI stock surged after a bullish analyst upgrade, but investors are now focused on whether earnings can justify growing expectations around AI infrastructure demand.

Frozen Assets: How Super Micro Puts AI Heat on Ice

Super Micro is capitalizing on advanced liquid-cooling blueprints alongside NVIDIA to revolutionize accelerated data center efficiency for global hyperscalers.

This Tiny AI Memory Stock Is Taking on Samsung, Google, and Nvidia

Netlist stock surged after widening its patent dispute with Samsung and adding several major AI and server companies to a new ITC complaint.

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Tom’s Hardware

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

Arm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they might catch up unit wise as well.

Supermicro Is Struggling to Handle AI Demand, But Here’s Why the Bears Might Be Wrong on This One

High debt continues to trouble investors amid governance issues. Management thinks this is not a big deal.

Supermicro Stock Is Down 30% in Days. Investor Skepticism Is Justified.

Supermicro's bid to raise $7 billion has tanked the stock.

The Economic Times

US markets plunge: Dow Jones, S&P 500 and Nasdaq crash as Trump’s Iran threat sparks a risk-off market selloff, pushing the U.S. dollar higher and oil prices sharply upward

Dow Jones, S&P 500 and Nasdaq crashed as Trump’s Iran threat reignited fears of a wider Middle East conflict. Investors rushed into the U.S. dollar while WTI oil surged toward $90. Rising energy prices now threaten inflation, interest-rate expectations, and economic growth. The selloff reveals how quickly geopolitics can reshape…

Tom’s Hardware

Samsung Heavy Industries recruits Greek shipowner and Supermicro to bring 50MW floating AI data centers to market — can be powered by solid oxide fuel cells running on liquefied natural gas

Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.

Is Super Micro Computer Stock Outperforming the S&P 500?

Super Micro Computer has outperformed the S&P 500 recently, yet analysts remain cautious about the stock’s prospects.

AI Server Earnings: Wall Street Sees One Clear Standout

AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.

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