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From $1,000 to $17,070: How Super Micro Computer Became an AI Infrastructure Juggernaut in Ten Years
Key takeaways
- SMCI s liquid-cooled server racks became the dominant infrastructure for NVDA GPUs, with over $13B in Blackwell Ultra orders already on the books.
- A forward P/E near 15 looks cheap against a $40B revenue target, but $8.8B in debt and thin margins keep the risk real.
- It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started.
From $1,000 to $17,070: How Super Micro Computer Became an AI Infrastructure Juggernaut in Ten Years Marten BG / Getty Images Alex Sirois Tue, June 9, 2026 at 8:38 PM GMT+7 4 min read SMCI NVDA Quick Read SMCI survived a Hindenburg short report, auditor resignation, and Nasdaq delisting threat while still posting $22B in FY2025 revenue, up 47%.
SMCI s liquid-cooled server racks became the dominant infrastructure for NVDA GPUs, with over $13B in Blackwell Ultra orders already on the books.
A forward P/E near 15 looks cheap against a $40B revenue target, but $8.8B in debt and thin margins keep the risk real.
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