What Supermicro makes for data centers

public · HQ San Jose, United States · supermicro.com

Supermicro designs and manufactures GPU-accelerated servers, storage systems, and rack-scale infrastructure for data centers, including in-house coolant distribution units for direct liquid cooling. It assembles full racks and modular data-center building blocks around Nvidia and AMD accelerator platforms.

Listing
US exchanges (NYSE/Nasdaq): SMCI· 32.94 USD -1.73% · mkt cap 21.3B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
6 parts across 5 layers
No disclosed data-center revenue share on file.

Parts, by layer

Layer 2 — Memory & storage

PartRoleConfidenceCompetitorsNote
AI storage systemsmanufacturerinferredDell, Everpure, HPE, IBM, NetApp, DDN

Layer 4 — Servers, racks & integration

Layer 5 — Liquid cooling (IT-side: chip to CDU)

PartRoleConfidenceCompetitorsNote
Coolant distribution unitsin houseinferredAuras, Daikin, Delta Electronics, Envicool, Foxconn (Hon Hai), Johnson Controlsin-house

Layer 9 — Building shell, site & construction

PartRoleConfidenceCompetitorsNote
Containerized "AI factories"manufacturerinferredDell, HPE

Layer 11 — Software, tools & services touching the hardware (optional)

PartRoleConfidenceCompetitorsNote
Cluster management & GPU orchestrationserviceinferredDell, HPE, Nvidia, Rafay, SchedMD/Slurm

Where Supermicro sits in the stack

Supermicro's placements in this catalog cover 6 parts, from layer 2 (memory & storage) to layer 11 (software, tools & services touching the hardware (optional)). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.

What these parts are

Closest peers in this catalog

Seen in real machines

Supermicro is named in 2 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.

Disclosed customers

Customer%MetricPeriodFiling
largest customers (combined)10%revenue2025-06-3010-K

Latest feed

Questions about Supermicro

What does Supermicro make for AI data centers?
This catalog places Supermicro on 6 parts: AI storage systems (manufacturer), Rack-scale systems (oem), GPU baseboards & compute trays (in house), Coolant distribution units (in house), Cluster management & GPU orchestration (service) and Containerized "AI factories" (manufacturer).
Is Supermicro publicly traded?
Yes — Supermicro is listed on US exchanges (NYSE/Nasdaq) under SMCI. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
Where is Supermicro based?
San Jose, United States, per the company record in this catalog.
Who else makes AI storage systems for AI data centers?
Dell, Everpure, HPE, IBM, NetApp and DDN are also placed on AI storage systems in this catalog.
How well sourced are these placements?
Every part→company placement carries a confidence tag. For Supermicro the mix is 6 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.

Answers are generated from this catalog's own rows — see sources & method.

Verification: enriched, last verified 2026-08-27. Sources: www.supermicro.com · en.wikipedia.org.· Markdown · JSON