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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
~$20B
Revenue (FY26 guide)
~$39B
Rev. growth
+120%
AI / GPU mix
~70%+
Gross margin
thin (~10%)
Liquid-cooling share
leading
Nasdaq compliance
regained Jan 2026
Founder stake
Liang family ~25%
In plain English
Supermicro bolts NVIDIA and AMD GPUs into finished, rack-scale AI servers — increasingly liquid-cooled — and ships them to the data centres, neoclouds and AI labs racing to build out compute. Its tight, early-access NVIDIA partnership and a building-block design model let it ship Blackwell systems fast (it built xAI's Colossus cluster). After a 2024 accounting crisis — a short-seller report, its auditor's resignation, a delayed 10-K and Nasdaq delisting risk — it refiled with a new auditor and regained compliance in early 2026, but margins are thin and competition from Dell, HPE and the ODMs is intense.
In simple terms
Where Supermicro sits
Supermicro is the assembler in the middle of the AI stack: it buys GPUs from NVIDIA and AMD, bolts them with memory, power and cooling into finished rack-scale servers, and ships those to the clouds and AI labs that rent or run the compute. Its edge is speed — a modular 'building block' design and early NVIDIA access let it ship new platforms first — and liquid cooling, where it leads.
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