Super Micro Computer Stock Jumps on Nvidia Blackwell Shipments

Super Micro Computer shares jumped 4.1% on Friday after the company announced it has begun volume shipments of its NVIDIA Blackwell Ultra systems and rack plug-and-play data center-scale solutions to customers worldwide.

The San Jose-based company revealed it is now delivering high-volume NVIDIA HGX B300 systems and NVIDIA GB300 NVL72 to global customers.

These pre-validated solutions are designed for rapid deployment at system, rack, and data center scale, targeting large-scale AI training, real-time reasoning, and inference applications.

Supermicro’s announcement highlights its expanding portfolio of over 10 SKUs featuring NVIDIA Blackwell and Blackwell Ultra technologies.

The company emphasized that these solutions are purpose-built and pre-validated before shipping, allowing for faster implementation of high-performance computing infrastructure.

"Through Supermicro Data Center Building Block Solutions with our expertise in on-site deployment, we enable turn-key delivery of the highest-performance AI platform — critical for customers seeking to invest in cutting-edge technology," said Charles Liang, president and CEO of Supermicro.

The company’s Data Center Building Block Solutions aim to address common AI infrastructure challenges including complex network topology, cabling, power delivery, and thermal management.

By delivering pre-validated, plug-and-play solutions, Supermicro positions itself as an enabler for rapid AI factory deployments.