Key Highlights
- Supermicro introduced its latest MicroBlade solution featuring AMD EPYC 4005 chips, capable of housing 320 nodes within a 48U rack configuration.
- The platform enables organizations to deploy diverse CPU configurations in a unified enclosure, optimized for cloud, edge computing, and artificial intelligence applications.
- The company reported Q2 FY2026 revenues reaching $12.7 billion, representing a 153% jump compared to the same period last year, surpassing guidance projections and Wall Street forecasts.
- Earnings per share reached $0.69, exceeding projections from both Goldman Sachs and FactSet analysts, fueled by accelerated GB300 system manufacturing.
- Wall Street price targets span from $27 (Goldman Sachs Sell rating) to $50 (Rosenblatt Buy rating), while shares currently trade at $33.60.
Super Micro Computer (SMCI) has introduced a next-generation blade server solution built around AMD EPYC 4005 processors, expanding its product portfolio amid an impressive streak of financial performance.
Super Micro Computer, Inc., SMCI
The newly unveiled MicroBlade platform accommodates up to 40 server nodes within a compact 6U enclosure. When deployed in a full 48U rack configuration, organizations can deploy 320 nodes — an exceptionally dense architecture designed for data centers requiring maximum computational power per square foot.
Flexibility stands out as a defining characteristic of this platform. The system allows administrators to combine various node configurations with different processor types within a single enclosure, providing IT departments with enhanced deployment versatility without requiring additional hardware investments.
Each individual node operates with one AMD EPYC 4005 series chip. The configuration includes two DDR5 ECC UDIMM memory slots capable of 5600 MT/s speeds, two PCIe Gen5 E1.S solid-state drives, plus one M.2 SSD slot.
Network connectivity comes via dual 25GbE ports using Broadcom BCM57414 controllers. The enclosure incorporates two built-in 25G Ethernet switches featuring 100G uplink capabilities.
Security implementations include TPM 2.0, digitally signed firmware, hardware-based root of trust, IPMI 2.0, KVM over IP functionality, and Redfish API compatibility.
“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 dedicated chassis management module provides administrators with remote oversight of individual blades, power distribution units, thermal management systems, and network switches. Power capping capabilities allow IT teams to establish maximum power consumption thresholds per server and distribute power resources across blade configurations.
The system targets cloud infrastructure and virtualization platforms, Kubernetes clusters and microservices architectures, enterprise and edge computing scenarios, and specialized computational workloads including e-commerce platforms and cybersecurity operations.
Exceptional Q2 Performance Supports Product Launch
This hardware announcement arrives alongside impressive Q2 FY2026 financial results. Supermicro reported quarterly revenue of $12.7 billion, marking a 153% year-over-year increase that exceeded both internal projections and analyst consensus.
Earnings per share landed at $0.69, outperforming estimates from Goldman Sachs and FactSet. Management attributed the exceptional quarter to increased production volumes of its GB300 system platform.
Over the trailing twelve-month period, revenues have expanded 35% to reach $28.1 billion. The company currently maintains a market capitalization of $20.1 billion, with InvestingPro analysis indicating the stock trades below its Fair Value assessment at the present price of $33.60.
Wall Street Remains Divided on Outlook
Analyst perspectives vary considerably. Barclays reduced its price objective to $38 while maintaining an Equalweight stance. Needham lowered its target to $40 but retained a Buy recommendation.
Goldman Sachs continues with a Sell rating and $27 price target. Rosenblatt maintains the most bullish position with a Buy rating and $50 price objective.
In a separate development, Supermicro partnered with VAST Data to introduce the CNode-X Solution, an artificial intelligence data platform integrating NVIDIA open-source models and microservices with Supermicro’s GPU-accelerated and storage server infrastructure into a comprehensive AI deployment package.
Supermicro engineers and produces its hardware across manufacturing facilities located in the United States, Taiwan, and the Netherlands.
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