TLDR
- Super Micro Computer stock jumped 4.6% to $54.32 after AMD announced a multiyear partnership with OpenAI to supply AI chips worth tens of billions annually.
- The AMD-OpenAI deal creates positive sentiment for server manufacturers like Super Micro as large-scale AI chip deployment drives demand for specialized server systems.
- Super Micro unveiled new AI-optimized servers at its INNOVATE event in Madrid, featuring Nvidia’s latest HGX B300 and GB300 NVL72 rack-scale solutions.
- The company showcased liquid-cooled, modular server solutions for rapid deployment in next-generation data centers across Europe, Middle East, and Africa.
- Super Micro is up 80.7% year-to-date but trades 10.5% below its July 2025 52-week high of $60.71.
Super Micro Computer stock climbed 4.6% to $54.32 during morning trading on October 6, 2025. The move came after Advanced Micro Devices announced a major partnership with OpenAI.
AMD will supply artificial intelligence chips to OpenAI for a massive infrastructure buildout. The deal positions AMD as a stronger competitor in the AI chip market. Analysts expect the partnership could generate tens of billions of dollars in annual revenue for AMD.
The news rippled through the AI hardware sector. Server manufacturers like Super Micro benefit when large-scale AI chip deployments happen. These new chips require specialized server systems that Super Micro builds.
Super Micro’s shares have experienced 81 moves greater than 5% over the past year. That makes today’s 4.6% gain meaningful but not unusual for the stock.
The company has been busy expanding its AI server lineup. Two weeks ago, the stock gained 3% after Super Micro unveiled new computing systems at its INNOVATE event in Madrid.
New Server Systems for AI Workloads
The Madrid event showcased several new servers designed for artificial intelligence. These systems feature Nvidia’s latest graphics processing units, including the HGX B300 and GB300 NVL72 rack-scale solutions.
Super Micro highlighted its partnerships with Nvidia, AMD, and Intel. The company emphasized its liquid-cooled, modular server solutions. These systems are designed for rapid deployment in next-generation data centers.
The company is shipping systems with Nvidia’s newest chips from facilities in four different countries. This global production capability supports Super Micro’s expansion across Europe, the Middle East, and Africa.
Super Micro’s outlook projects $48.2 billion in revenue by 2028. That represents a 29.9% annual growth rate. Earnings are expected to reach $2.4 billion, up from the current $1.0 billion.
Stock Performance and Valuation
The stock has climbed 80.7% since the beginning of 2025. Despite this year’s gains, Super Micro still trades 10.5% below its 52-week high. That peak of $60.71 was reached in July 2025.
Investors who bought $1,000 worth of shares five years ago would now have $20,488. The stock’s volatility creates both opportunities and risks for shareholders.
Fair value estimates from 72 Simply Wall St Community members range from $8.82 to $145.34 per share. This wide range shows how differently investors view the company’s future. Some analysts calculate a fair value of $50.06, which suggests a 4% downside from current levels.
The company’s growth depends on sustained demand for AI infrastructure. Energy-efficient data center solutions remain a priority for customers. However, earnings can be volatile due to dependence on a small number of large customers.
Super Micro’s expansion of liquid-cooled Nvidia Blackwell Ultra systems targets hyperscale data centers. Energy efficiency and rapid deployment are key selling points for these new products.
