COMPANIES · SERVERS & AI FACTORIES

Supermicro

Builds server, storage and rack-scale infrastructure for cloud and AI workloads.

EnablerServers & AI factories
What it does

Builds server, storage and rack-scale infrastructure for cloud and AI workloads.

Why it matters

It has become one of the fastest-moving server builders translating NVIDIA's newest chip platforms into shippable rack-scale systems.

How it makes money

Sells server, storage and rack-scale infrastructure, largely built around NVIDIA and AMD accelerators.

Geography

United States

AI stack position

Servers and AI factories. The companies that assemble chips, memory and networking into complete servers and racks, turning individual components into the working computers that actually train and run AI models.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (5)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (5)

Cisco Systems partnering on rack-scale Secure AI Factory systems with NVIDIA Supermicro
Partners withCurrent
Cisco expanded its NVIDIA-based Secure AI Factory offering to include Supermicro as a rack-scale systems partner, combining Cisco networking with Supermicro's liquid-cooled AI servers.

Source: 2026-08-25 · reviewed 2026-09-20

Evidence: Primary-source statement · Newly announced, current three-way go-to-market partnership

Limits: Confirms a joint go-to-market and technical partnership; does not disclose revenue, deployment volumes, or customer commitments.

Cisco Expands Secure AI Factory with NVIDIA for the Rack-Scale Era ↗
Supermicro supplies liquid cooling to Tesla
SuppliesCurrent
Tom's Hardware reported that Supermicro supplies direct liquid cooling for Tesla's Cortex cluster at Giga Texas and for xAI's Colossus, after Supermicro CEO Charles Liang publicly thanked Elon Musk for adopting liquid cooling in large AI data centers.

Source: 2024-07-06 · reviewed 2026-09-24

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Liang's quoted post praises Musk's use of liquid cooling but does not itself name a contract; the supply claim is the publication's. This does not establish contract value, what share of Cortex's cooling Supermicro provides, or that Supermicro supplies Tesla's servers as well as cooling.

Elon Musk's liquid-cooled 'Gigafactory' AI data centers get a plug from Supermicro CEO ↗
Supermicro builds GPU rack-scale servers using AMD Instinct accelerators AMD
Uses technology fromCurrent
Supermicro announced it extended its AI and GPU rack-scale server portfolio to support AMD Instinct MI300 Series accelerators, alongside AMD's MI300 launch in December 2023.

Source: 2023-12-06 · reviewed 2026-09-20

Evidence: Primary-source statement · Current product line

Limits: The release describes product support and specifications; it does not disclose sales volume, named customers, or the proportion of Supermicro servers shipped with AMD versus NVIDIA accelerators.

Supermicro Extends AI and GPU Rack Scale Solutions with Support for AMD Instinct MI300 Series Accelerators ↗
Supermicro offers AI servers using NVIDIA
Uses technology fromCurrent
Supermicro currently markets NVIDIA Blackwell-based server systems.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product documented

Limits: Product catalog evidence. It does not establish purchase volume, exclusivity or customer delivery.

Supermicro NVIDIA accelerators and systems ↗
Supermicro built the liquid-cooled GPU server racks used in xAI's Colossus supercomputer SpaceXAI (formerly xAI)
Manufactures forCurrent
Supermicro designed and supplied the liquid-cooled 4U GPU server racks (each pairing eight 8-GPU NVIDIA H100 servers) that formed the building blocks of xAI's roughly 100,000-GPU Colossus supercomputer in Memphis, as documented in Supermicro's own case study.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Completed initial buildout; Supermicro-branded case study still published

Limits: Supermicro's case study describes the technical infrastructure it built for Colossus; it does not disclose contract value, exclusivity, or whether Supermicro continues to supply subsequent Colossus expansions.

xAI Colossus | Supermicro ↗
Evidence for this profile

Supermicro investor overview ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .