Supermicro shares climb after debuting new AMD-powered AI server

Super Micro Computer Inc. (NASDAQ:SMCI) jumped 6.3% in premarket trading Thursday after unveiling its newest AI-focused server, a 10U air-cooled system equipped with AMD’s Instinct MI355X GPUs.

The company said the new model targets enterprises that need top-tier AI compute capabilities without shifting to liquid cooling. Supermicro highlighted that the system offers up to four times the AI compute compared to the prior generation and as much as a 35x improvement in inferencing workloads.

The machine joins Supermicro’s growing lineup of AMD Instinct MI350-series GPU platforms and is built on the firm’s modular Data Center Building Block design philosophy. Each GPU includes 288GB of HBM3e memory and 8TB/s of bandwidth, with thermal design power scaling from 1000W to 1400W—a boost the company says can unlock double-digit performance gains versus its existing 8U air-cooled MI350X system.

“Supermicro leads the industry with the most experience in delivering high-performance solutions in AI and HPC for our customers,” said Vik Malyala, SVP Technology and AI at Supermicro. He added that the new platform “expands and strengthens our portfolio of AI solutions and gives customers more choices as they build next-generation data centers.”

Travis Karr, corporate vice president of business development at AMD’s Data Center GPU Business, said the partnership is intended to make “it easier for customers to deploy advanced AI performance within existing infrastructure.”

Supermicro confirmed that the new 10U system is already shipping and showcased the hardware this week at the Supercomputing Conference (SC25) in St. Louis.

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