What Supermicro makes for data centers
public · HQ San Jose, US · 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
Snapshot 2026-08-28T02:17:39Z — 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
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| AI storage systems | manufacturer | inferred | Dell, HPE, IBM, NetApp, Pure Storage, DDN |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Rack-scale systems | oem | inferred | Quanta Computer, AMD, ASRock Rack, ASUS, Cisco, Compal | |
| GPU baseboards & compute trays | in house | inferred | Quanta Computer, Foxconn (Hon Hai), Inventec, Nvidia, Pegatron, Wistron | in-house |
Layer 5 — Liquid cooling (IT-side: chip to CDU)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Coolant distribution units | in house | inferred | Auras, Daikin, Delta Electronics, Envicool, Foxconn (Hon Hai), Johnson Controls | in-house |
Layer 9 — Building shell, site & construction
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Containerized "AI factories" | manufacturer | inferred | Dell, HPE |
Layer 11 — Software, tools & services touching the hardware (optional)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Cluster management & GPU orchestration | service | inferred | Dell, HPE, Nvidia, Rafay, SchedMD/Slurm |
Disclosed customers
| Customer | % | Metric | Period | Filing |
|---|---|---|---|---|
| one customer | 10% | revenue | 2025-06-30 | 10-K |
Verification: enriched, last verified 2026-08-27. Sources: www.supermicro.com · en.wikipedia.org.· Markdown · JSON