Super Micro Computer's stock fell 8% to $35.85 following a contractor's guilty plea in a scheme diverting AI servers with NVIDIA chips to China, raising federal scrutiny of its supply chain. Although the stock is up 22% in 2026, it significantly trails rivals Dell Technologies and Hewlett Packard Enterprise, which have gained 307% and 166% respectively. The supply chain issue casts uncertainty on Super Micro's outlook, despite new product launches like a rack-level cooling unit for AI servers. Investors are advised to consider cautious positions until the legal case is resolved, as the company faces higher risk compared to its peers.
As of Oct 15, 2026 02:21 WIB, Super Micro Computer (SMCI) trades at $35.92, down 8.06% on Pluang, mirroring the article's noted decline. Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE), the stronger performers this year, also fell today by 11.50% and 8.36% respectively. Pluang data shows a high sell activity for SMCI at 73%, reflecting cautious investor sentiment amid the supply chain concerns.
Digi Power X Inc is leveraging Supermicro servers equipped with Nvidia's latest Blackwell GPUs to provide AI computing capacity to enterprise clients through its NeoCloudz platform. The company owns its power infrastructure, allowing it to offer GPU ...
Supermicro announced an expanded portfolio of Open Compute Project (OCP) based systems, racks, and cooling solutions designed to enhance AI and HPC data center infrastructure. Their integrated Data Center Building Block Solutions (DCBBS) simplify dep...
