Super Micro Computer (SMCI) Stock: NVIDIA Blackwell Shipments Send Shares Soaring

TLDR

Table of Contents

Super Micro Computer (SMCI) stock rose 5.3% after announcing volume shipments of NVIDIA Blackwell Ultra systems
The company is delivering high-volume NVIDIA HGX B300 systems and GB300 NVL72 to global customers
Supermicro offers over 10 SKUs featuring NVIDIA Blackwell and Blackwell Ultra technologies
The pre-validated solutions target large-scale AI training, real-time reasoning, and inference applications
SMCI stock has gained 44% year-to-date with Wall Street maintaining a Hold rating

Super Micro Computer stock jumped 5.3% on Friday after the company announced it has started volume shipments of NVIDIA Blackwell Ultra systems. The San Jose-based server manufacturer revealed it is now delivering these high-performance AI systems to customers worldwide.

The company is shipping NVIDIA HGX B300 systems and GB300 NVL72 racks to global clients. These systems are designed for large-scale AI training, real-time AI reasoning, and advanced inference workloads.

Supermicro has expanded its portfolio to include over 10 SKUs featuring NVIDIA Blackwell and Blackwell Ultra technologies. The company emphasizes that these solutions are pre-validated before shipping to customers.

Charles Liang, president and CEO of Supermicro, highlighted the company’s Data Center Building Block Solutions. He said these enable turn-key delivery of high-performance AI platforms for customers investing in cutting-edge technology.

The pre-validated approach allows clients to deploy full AI infrastructure quickly. This reduces integration delays that companies typically face when setting up AI systems.

Partnership with NVIDIA Strengthens

The shipment announcement reinforces Supermicro’s growing partnership with NVIDIA. NVIDIA’s GPUs remain the backbone of AI computing across industries.

Supermicro positions itself as a key supplier in the AI server market through these ready-to-use solutions. The company aims to help customers expand AI use across different industries and regions.

In June, Supermicro rolled out new AI systems built on NVIDIA’s Blackwell chips to speed AI factory setups in Europe. The company continues to expand its global reach with these new shipments.

Stock Performance and Market Response

SMCI shares were up 4.05% to $45.73 in after-hours trading on Thursday. The stock has gained 44% year-to-date at Thursday’s close.

Investor interest in the stock has remained strong throughout 2025. Demand for AI infrastructure continues to drive investment in companies like Supermicro.

The company’s current market cap stands at $26.12 billion. Average trading volume reaches 37.3 million shares.

Wall Street Outlook

Wall Street analysts maintain a Hold consensus rating on SMCI stock. The rating is based on five Buy recommendations, seven Hold ratings, and three Sell recommendations.

The average price target for SMCI stock is $45.31. This suggests a 3.09% upside potential from current levels.

Analysts will watch whether the company can sustain revenue growth with the Blackwell Ultra shipments underway. Market momentum depends on continued demand for AI infrastructure solutions.

The company’s Data Center Building Block Solutions address common AI infrastructure challenges. These include complex network topology, cabling, power delivery, and thermal management issues.

Supermicro is now delivering high-volume NVIDIA HGX B300 systems and NVIDIA GB300 NVL72 to customers worldwide as volume shipments begin.

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