Super Micro Computer, Inc.
SMCI
Jodie situation report
Super Micro Computer, Inc.'s current read is isolated; its market group is not confirming.
The latest filing evidence is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 11 directly disclosed connections are confirming.
- Revenue increased 122.7% versus the comparable filing period.
- Tariff expenses increased $273.6M (891.0%) driven by new trade policies, materially raising cost of sales in the period.
Invalidation: The isolated read changes if SMCI's group or a disclosed connection begins moving with it.
Who this business touches
The relationships behind SMCI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
NVDANVIDIA CorporationcompetitorMay 11, 2026 ▾
“Accordingly, we closely monitor the product introduction cycles of industry leaders, including NVIDIA Corporation, Intel Corporation, Advanced Micro Devices, Inc., Broadcom Inc., Samsung Electronics Company Limited, Micron Technology, Inc.”
AMDAdvanced Micro Devices, Inc.competitorMay 11, 2026 ▾
“Accordingly, we closely monitor the product introduction cycles of industry leaders, including NVIDIA Corporation, Intel Corporation, Advanced Micro Devices, Inc., Broadcom Inc., Samsung Electronics Company Limited, Micron Technology, Inc.”
Depended on by
RBRKRubrik, Inc.supplierMar 19, 2026 ▾
“Manufacturing We rely on a limited number of contract manufacturers, including Super Micro Computer, Inc., or Supermicro, to assemble, test, and load our software onto Supermicro servers to deliver Rubrik-branded commodity servers, or Rubrik-branded Appliance…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SMCI is currently a Follower in the organic co-movement group High-Beta Thematic Growth. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.