Super Micro Computer (SMCI) stock advanced in after-hours trading on Thursday after the company confirmed it has started volume shipments of Nvidia’s (NVDA) Blackwell Ultra systems. Shares were up 4.05% to $45.73, adding to the 44% gain already recorded year-to-date at Thursday’s close.
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The server and storage solutions provider said it is now delivering plug-and-play Nvidia HGX B300 systems and GB300 NVL72 racks worldwide. These systems are designed for large-scale AI training, real-time AI reasoning, and advanced inference workloads, making them a critical piece in powering the next wave of AI adoption.
SMCI Expands AI Factory Solutions
Supermicro noted that the Blackwell Ultra platforms are pre-validated at system, rack, and data center levels. This approach allows clients to deploy full AI infrastructure quickly and with fewer integration delays.
Earlier in June, the company rolled out new AI systems built on Nvidia’s Blackwell chips to speed AI factory setups in Europe. With over 10 models now available, Supermicro is aiming to help customers expand AI use across industries and regions.
Supermicro Strengthens Ties with Nvidia
The update highlights Supermicro’s growing link with Nvidia, whose GPUs remain the backbone of AI computing. By offering ready-to-use solutions, Supermicro is positioning itself as a top supplier in the AI server market.
Investor interest in the stock has been strong throughout 2025, driven by demand for AI infrastructure. With shipments of Blackwell Ultra systems now underway, analysts will watch whether the company can sustain revenue growth and maintain its market momentum.
Is SMCI Stock a Good Buy?
Turning to Wall Street, SMCI stock still has a Hold consensus rating based on five Buys, seven Holds, and three Sells assigned in the last three months. The average price target for SMCI stock is $45.31, suggesting a 3.09% upside potential.
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