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Super Micro’s Rubin Rally: Is the AI Server Comeback Real?

Investing.com Logo Investing.com By Jeffrey Neal Johnson
Super Micro’s Rubin Rally: Is the AI Server Comeback Real?

Super Micro Computer is experiencing a potential comeback after resolving governance and liquidity crises. The company secured a $2 billion credit facility and confirmed expanded manufacturing capacity for NVIDIA's Vera Rubin AI platforms. With quarterly revenue projected to double to $10-11 billion, the company is positioned for significant growth, though compressed profit margins due to price competition with Dell remain a concern.

Insights
SMCI   positive

Company has resolved critical governance and compliance issues, secured $2 billion credit facility, confirmed strong NVIDIA partnership with Rubin platform expansion, and projects revenue to double to $10-11 billion in Q2 FY2026. Direct liquid cooling technology provides competitive advantage.