- Super Micro Computer began shipping NVIDIA Vera Rubin NVL72 rack systems integrated with its Data Center Building Block Solutions and direct liquid cooling. Each rack pairs 72 NVIDIA Rubin GPUs with 36 Vera CPUs and scales from 5-megawatt deployments to gigawatt-scale AI data centers.
- Scalable units contain 1,152 Rubin GPUs and 331 terabytes of HBM4 memory, targeting neocloud operators, enterprises, and sovereign customers with high AI infrastructure spending.
- The shipment lands on top of fiscal Q4 2026 results showing GAAP gross margin recovering to 17.5% from 9.5% a year earlier, with a record order backlog exceeding $60 billion entering fiscal 2027.
- Management guided fiscal 2027 revenues to $65 billion-$72 billion, and the Vera Rubin delivery is being read as validation of the execution needed to hit that range.
- Price reaction was split across coverage: one account put SMCI up 2.8% intraday to a session high of $43.45, while another reported the stock down over 3% on the same announcement, with the S&P 500 and NASDAQ flat on the day.
Quotes
“Super Micro Computer stock rose 2.8% in morning trading after the company confirmed it has begun shipping NVIDIA Vera Rubin NVL72 rack systems integrated with its Data Center Building Block Solutions and direct liquid cooling technology.”
“These new Vera Rubin NVL72 racks, featuring 72 Rubin GPUs and 36 Vera CPUs, enhance SMCI's AI infrastructure lineup by integrating computing hardware with liquid cooling, networking, storage, and power components”
“Super Micro Computer (SMCI) shares climbed after the company announced it began shipping its new liquid-cooled rack systems featuring NVIDIA's latest Vera Rubin architecture”