Key Takeaways
- Supermicro has launched a new MicroBlade server system powered by AMD EPYC 4005 processors, capable of supporting up to 320 nodes in a 48U rack setup.
- This innovative platform enables enterprises to mix various CPU node types in a single enclosure, tailored for cloud services, edge deployments, and artificial intelligence workloads.
- Second quarter fiscal 2026 revenue climbed to $12.7 billion, reflecting a remarkable 153% year-over-year growth that outperformed company guidance and analyst expectations.
- The company posted earnings of $0.69 per share, exceeding Goldman Sachs and FactSet estimates, driven by ramped-up GB300 system production.
- Analyst price targets range from $27 (Goldman Sachs Sell) to $50 (Rosenblatt Buy), while the stock currently trades around $33.60.
Super Micro Computer (SMCI) has rolled out a cutting-edge blade server system incorporating AMD EPYC 4005 processors, broadening its hardware offerings amid a period of remarkable financial growth.
Super Micro Computer, Inc., SMCI
The freshly announced MicroBlade platform houses 40 server nodes in a space-efficient 6U enclosure. At full 48U rack scale, organizations can deploy 320 nodes — providing an ultra-dense computing solution for data centers prioritizing space optimization and performance.
Adaptability represents a core advantage of this architecture. Technology teams can integrate multiple node types featuring different processor configurations within one enclosure, avoiding the expense of purchasing separate hardware systems.
Each node runs a single AMD EPYC 4005 series chip. Memory configuration includes two DDR5 ECC UDIMM slots supporting 5600 MT/s transfer rates, while storage comprises two PCIe Gen5 E1.S SSDs alongside one M.2 SSD.
Networking capabilities feature dual 25GbE ports via Broadcom BCM57414 controllers. Every enclosure includes two built-in 25G Ethernet switches offering 100G uplink support.
Security features encompass TPM 2.0, signed firmware authentication, hardware root of trust, IPMI 2.0, KVM over IP access, and Redfish API integration.
“Our flexible blade architecture enables customers to mix different node types with different CPUs within a single enclosure,” said Charles Liang, president and CEO of Supermicro.
A specialized chassis management module grants system administrators remote capabilities to manage individual blades, power systems, thermal management, and network switches. Power capping tools allow admins to establish consumption thresholds for each server and allocate power resources among multiple blades.
Target applications include cloud and virtualization environments, Kubernetes and microservices frameworks, enterprise and edge computing infrastructure, and specialized use cases spanning e-commerce operations and cybersecurity solutions.
Outstanding Q2 Results Drive Product Innovation
This product launch follows strong second quarter fiscal 2026 financial results. Supermicro posted quarterly revenue of $12.7 billion, representing a 153% year-over-year jump that surpassed internal guidance and Wall Street consensus estimates.
Per-share earnings hit $0.69, topping forecasts from Goldman Sachs and FactSet analysts. Company leadership credited the strong quarter to increased manufacturing of its GB300 system portfolio.
Twelve-month trailing revenue has grown 35% to reach $28.1 billion. The organization currently maintains a market capitalization of $20.1 billion, with InvestingPro data suggesting shares are trading beneath Fair Value at the current $33.60 level.
Analyst Community Shows Mixed Sentiment
Wall Street opinions demonstrate significant divergence. Barclays cut its price target to $38 while keeping an Equalweight rating. Needham reduced its target to $40 but preserved its Buy recommendation.
Goldman Sachs holds a Sell rating with a $27 price forecast. Rosenblatt sits at the optimistic end with a Buy rating and $50 target price.
In related news, Supermicro revealed a partnership with VAST Data to deliver the CNode-X Solution, an AI data platform integrating NVIDIA open models and microservices with Supermicro GPU and storage servers as a complete AI infrastructure offering.
Supermicro operates design and production facilities across various locations in the United States, Taiwan, and the Netherlands.
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