Super Micro Soars Over 5% as Nvidia’s Blackwell Ultra AI Chips Hit Volume Shipments

Super Micro's stock just blasted past expectations—jumping over 5% on news that's sending shockwaves through the tech sector.

Volume shipments of Nvidia's Blackwell ultra AI chips are officially underway, and the market's reacting like it just discovered caffeine.

Why This Matters Now

Blackwell isn't just another chip—it's Nvidia's latest powerhouse, designed to handle ultra-scale AI workloads that would make older hardware weep. Super Micro's positioning as an early volume shipper gives them a serious edge in the server race.

Timing is everything, and with AI demand still white-hot, landing these chips means Super Micro can meet the insane demand for AI infrastructure—before competitors even get their orders in.

Wall Street's usual buzz followed—analysts upgrading price targets, investors piling in, and the classic finance crowd trying to act like they saw it coming all along. Sure, guys.

If you're betting on AI, you're betting on the hardware that makes it run. And right now, Super Micro's holding some very strong cards.

Super Micro’s onsite deployment expertise enables turnkey solutions

The data center hardware manufacturer said the systems have been integrated turnkey, meaning hardware and infrastructure software, including Nvidia AI Enterprise, Nvidia Blueprints, and Nvidia NIM, have been integrated. The company noted that the system’s plug-and-play nature allows customers to deploy immediately, reducing integration delays.  

SUPER MICRO $SMCI has started global volume shipments of NVIDIA $NVDA Blackwell Ultra systems, including HGX B300 and GB300 NVL72 racks.

These pre-validated solutions offer up to 7.5× Hopper performance, 50% more HBM3e memory, and 1.1 exaFLOPS FP4 compute, with liquid cooling… pic.twitter.com/1GxeZlAdQQ

— Wall St Engine (@wallstengine) September 11, 2025

Charles Liang, CEO of Super Micro Computers, acknowledged the company’s experience in deploying, adding that the data center customers face several challenges. He highlighted some of the challenges, including complex network topology and cabling, power availability, and temperature management. He confirmed that the company’s expertise in on-site deployment and building block solutions has enabled it to build turnkey products. 

Liang revealed that the Blackwell Ultra systems can reach up to 7.5 times compared to Nvidia’s previous generation chips. The system architecture allows for reduced power and cooling usage and cuts floor space requirements. According to the firm, operating costs may fall by up to 20% compared to the previous systems. The firm confirmed that it has also increased its stock-keeping units (SKUs) by more than ten based on Blackwell technology.  

Super Micro is just recovering from last month’s sharp fall in stock after posting weaker-than-expected quarterly results. The firm reported net sales of approximately $5.6 billion, representing 54% growth compared to last year. CEO Liang highlighted that the direct cooling technology may increase the firm’s revenue in the upcoming quarters, projecting $23.5 to $25 billion and $40 billion in the fiscal year 2026. The Wall Street investors await to see whether the firm can sustain the demand for AI infrastructure and how it will affect the stock’s performance.

SMCI stock maintains strong performance, buoyed by Nvidia’s partnership

The Super Micro stock experienced a sharp fall just two weeks ago when Cryptopolitan reported that the AI server Maker had revealed weaknesses in internal controls. The annual SEC filing showed that the company acknowledged its internal control over financial reporting was ineffective due to material deficiencies, which raised concerns over the reliability and timeliness of disclosures. The news sparked a stock sell-off, which risked losing more than $1 billion in market value. The firm currently has a market cap of $27.03 billion with an average trading volume of $32.32 million.

The stock has, however, maintained a strong performance this year, with a YTD of 49.3%, which has buoyed the partnership with Nvidia. According to a CNBC interview, JPMorgan increased its forecast to $39 billion in revenue for the company in fiscal year 2026, which means a 65% increase year over year. JPMorgan cited the support of Nvidia’s improved supply chain and higher average selling price as reasons. 

Nvidia has recorded strong performance this year, with a YTD of 32.31%. It is currently trading at $177.65. The stock price increased by 0.24% over the last 24 hours, with a day range of $176.45 – $178.60. Its average trading volume is $176.39 m, and its market cap is $4.32 trillion. 

KEY Difference Wire: the secret tool crypto projects use to get guaranteed media coverage