Cloud Computing
Supermicro
A major server hardware manufacturer building AI-optimized servers used to deploy NVIDIA and AMD GPUs at data center scale, positioned as a critical assembly link between chip suppliers and cloud/enterprise AI deployments. Supermicro reported Q3 FY2026 net sales of $10.24 billion (up 123% year-over-year) with AI GPU platforms driving over 70% of server segment revenue, raised full-year guidance to $38.9-40.4 billion, and cited a record order backlog despite thin single-digit-to-low-double-digit gross margins typical of the server integration business.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 78% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Super Micro Computer, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Yahoo Finance / Motley Fool — Supermicro diversifies to AMD as Oracle reportedly cancels $1B+ in NVIDIA server orders60% source confidence
- Futurum Group / Bloomberg — Supermicro raises FY2026 revenue guidance to $38.9-40.4 billion on AI server demand82% source confidence
- CNBC / Super Micro Q3 FY2026 earnings — Supermicro's Q3 FY2026 net sales hit $10.24B with record AI server backlog76% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Supermicro depends on below, and who depends on Supermicro above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Independent board probe launched after cofounder-linked indictment alleges $2.5B in chip smuggling to China
30% confidenceFollowing the March 2026 indictment of a former Supermicro cofounder and two other individuals on charges of routing roughly $2.5 billion in servers and NVIDIA GPUs to China through falsified export documentation and staged 'dummy' shipments, Supermicro's independent board directors launched an investigation retaining outside counsel and forensic accountants; Supermicro itself has not been charged, and the individuals named no longer have ties to the company.
The independent board investigation was ongoing and unresolved at time of reporting, and the full scope of any company exposure had not been determined or disclosed; Supermicro has stated it is not accused of wrongdoing, so the ultimate findings remain unconfirmed.
Fortune / BusinessWire · Apr 7, 2026
Supermicro's Timeline
A sourced, dated history of Supermicro's key moments — founding to present.
Jan 1993 · Founded
Supermicro was founded, later becoming a major AI server manufacturer deploying NVIDIA and AMD GPUs at data center scale.
2026-Q3 · Net sales surge 123%
Supermicro reported Q3 FY2026 net sales of $10.24 billion, up 123% year-over-year, with AI GPU platforms driving over 70% of server segment revenue.