Super Micro Computer (SMCI)
AI server integrator. NVIDIA HGX/MGX reference designs, liquid-cooled racks. Primary hardware partner for GPU-cloud buildouts.
- Ticker: SMCI
- Sector: it hardware (ai server)
- DC exposure tier: high
Super Micro Computer (SMCI) is a high-exposure name in the data-center supply chain in the it hardware sector. Data Center Index tracks Super Micro Computer's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
AI/DC servers and rack-scale liquid-cooled systems drive essentially all revenue; DC is the entire shipping mix.
Tracked Super Micro Computer data center projects
- NEOM Oxagon — AI Data Center Campus — 1.5 GW, Oxagon, Saudi Arabia · announced
- xAI Colossus 2 — 1.5 GW, Memphis, TN · operational
- Colossus 2 — 1.5 GW, Memphis, TN · operational
- Colossus 1 — 425 MW, Memphis, TN · announced
- xAI Colossus 1 — 425 MW, Memphis, TN · operational