Super Micro's stock is seeing its best run in a year thanks to Nvidia partnership
By Christine Ji
Super Micro shares lead the S&P 500's gainers on Monday
Super Micro's stock notched its best two-day performance since May 2025 following its latest product showcase.
Shares of Super Micro Computer surged Monday as investors cheered new details about the company's relationship with artificial-intelligence giant Nvidia.
The server manufacturer's stock jumped 15.7% as Super Micro (SMCI) showcased its new Data Center Building Block Solutions blueprint for high-performance computing to kick off the ISC High Performance Conference in Hamburg, Germany. The infrastructure is optimized for Nvidia's (NVDA) Vera Rubin NVL4 platform.
Shares of Super Micro are more than up 26% since Wednesday's close, for their best two-day performance since May 2025, according to Dow Jones Market Data. The stock paced the S&P 500's SPX gainers on Monday.
Nvidia (NVDA) and Super Micro have been longstanding partners, with Super Micro serving as Nvidia's go-to-market partner for decades.
Super Micro's AI business centers around its modular DCBBS, which takes Nvidia's newest chips and slots them into its customizable server components. Super Micro is pivoting away from selling individual components toward turnkey server racks.
The business transition has resulted in a hit to the company's margins in recent quarters, but Super Micro showed signs of recovery in its May earnings report, when gross margins jumped to 9.9% from 6.3%.
The latest product launch has served as a catalyst for Super Micro shares, which are still down over 30% from their recent high at the beginning of June.
The company announced earlier this month that it would be raising $7 billion in equity and equity-linked financing to fund its AI investments and convert its rising backlog into revenue, which initially caused the stock to sell off as investors worried about dilution. Monday's announcement gave investors a peek at how Super Micro is investing in its business.
Super Micro encountered a stumbling block in March, when co-founder Wally Liaw and other employees were charged with diverting $2.5 billion worth of Nvidia chips to China.
On a year-to-date basis, shares of Super Micro have risen 18% as the overall AI hardware trade has gained steam.
-Christine Ji
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06-22-26 1658ET
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