mapping the chain…
Ticker
SMCISuper Micro Computer, Inc.
Nasdaq
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Delayed market data for orientation only — verify before relying on it.
Event exposure history (3 maps)
- ai7418 Jun 2026
Supermicro Secures $7B to Unlock $39B AI Server Backlog
benefitsDirectin AI Server Integration & Direct Beneficiaries7d +4.1%30d -20.6%“Financing unlocks $39B backlog execution; dilution headwind offset by revenue acceleration.”
- ai8814 Jun 2026
AMD & Meta Deploy 6 Gigawatts of AMD GPUs in Expanded Partnership
benefitsStrongin Server OEMs & Supply Chain7d +0.7%30d -8.8%“Supermicro builds AMD Instinct GPU servers and is a key Meta infrastructure supplier.”
- semis7812 Jun 2026
AMD AI CPU Super Cycle: Server TAM $120B by 2030, Q2 Server Rev +70% YoY
benefitsStrongin EDA, IP & Server OEM Ecosystem7d -4.0%30d -11.4%“Supermicro is key AMD EPYC and MI-series server platform integrator — CPU super cycle is direct backlog growth.”
Educational analysis only — not financial advice.