Super Micro Computer, Inc. announced a significant expansion of its U.S. manufacturing capacity and liquid‑cooling capabilities in partnership with NVIDIA, aimed at accelerating the first‑to‑market delivery of the Vera Rubin NVL72 and Rubin NVL8 AI platforms. The expansion will enable the company to produce the high‑density, liquid‑cooled servers required for NVIDIA’s next‑generation GPU architecture, which is designed for extreme AI training and inference workloads.
The company’s Data Center Building Block Solutions (DCBBS) approach will streamline production, allow extensive customization, and reduce time‑to‑deployment for hyperscale and enterprise customers. By scaling its liquid‑cooling expertise, Super Micro can meet the power‑dense requirements of the new NVIDIA platforms while maintaining a competitive edge in the AI infrastructure market. The expansion also supports the company’s broader strategy of delivering modular, high‑performance data‑center solutions that can be rapidly configured for specific workloads.
Super Micro’s earnings for the first quarter of fiscal 2026 fell short of expectations: earnings per share were $0.35 versus a consensus estimate of $0.46, and revenue totaled $5.02 billion against an expected $6.48 billion. The miss reflects a combination of lower revenue growth—driven by a slowdown in the high‑margin AI platform segment—and margin compression, which has contracted from 17% to roughly 11% by late 2025 due to intense competition and pricing pressure. Despite the shortfall, the company raised its fiscal‑year 2026 revenue guidance to at least $36 billion, up from $33 billion, and set a Q2 2026 EPS guidance of $0.460–$0.540, signaling confidence in a rebound as the new manufacturing capacity comes online.
CEO Charles Liang emphasized that the partnership with NVIDIA and the expanded manufacturing footprint will “enable us to bring the most advanced AI platforms to market faster than others.” Liang added that the company’s liquid‑cooling expertise and DCBBS model will empower hyperscalers and enterprises to deploy the Vera Rubin and Rubin platforms at scale with unmatched speed, efficiency, and reliability. The expansion is expected to accelerate revenue growth in the AI server segment, improve operational leverage, and help mitigate margin pressure by increasing production scale and reducing per‑unit costs.
The expansion positions Super Micro to capture a larger share of the rapidly growing AI server market, improve margins through faster deployment, and strengthen its partnership with NVIDIA, a key supplier of GPUs for the company’s AI product lines. The move also signals the company’s commitment to maintaining technological leadership in high‑density, liquid‑cooled data‑center solutions, which are increasingly critical for next‑generation AI workloads.
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