New York, May 28, 2026, 11:03 EDT
- Super Micro shares traded 6.2% higher at $40.57 recently during regular Nasdaq hours.
- The company said Taiwan officials arrested three suspects and took 50 servers linked to a try at moving goods into the restricted China market.
- Investors looking past the export-control overhang got a demand-side boost from a new Verda AI-cloud deployment.
Super Micro Computer shares gained more than 6% on Thursday morning after the AI-server company put out a new compliance statement and announced a European cloud rollout. Investors are still watching where the firm’s high-end servers are being shipped. The shares were last trading at $40.57, up $2.38. Volume topped 18 million shares.
Super Micro is getting attention now as it sits at the center of two active trades: servers using Nvidia chips and tighter U.S. export controls on AI hardware. Nasdaq was open today, with May 25 listed as a Memorial Day closure and June 19 as the next holiday in 2026. Nasdaq market hours are 9:30 a.m. to 4 p.m. ET.
Super Micro on Thursday said it helped Taiwanese officials arrest three people and seize 50 servers that had been “deceptively acquired” after being sold to an authorized reseller. The company said its sale went through a vetting process, but said this case points to how hard it can be to track gear after it moves downstream. Supermicro
Taiwan prosecutors’ statement followed a Reuters report, which cited Bloomberg News, saying authorities suspect three people smuggled at least one shipment of Nvidia chips to China via Japan. Reuters said it was unable to verify the report right away.
Bulls got an order update. Super Micro on Wednesday said Verda, a European AI cloud company, picked its Nvidia GPU-powered rack-scale systems for AI infrastructure in Europe. Rack-scale systems bundle servers, networking, and cooling into a single integrated unit instead of being separate.
Super Micro president and CEO Charles Liang said the Verda deal will let customers set up AI infrastructure that’s both high-performance and energy-efficient. Verda CEO Ruben Bryon said his firm is focused on “AI-native infrastructure” for clients that need computing power on demand. Supermicro
Dell traded up roughly 4% Thursday after Reuters said data-center operator IREN would buy about $1.6 billion in Nvidia Blackwell systems from Dell. The AI-server rivalry isn’t letting up. Nvidia shares fell a bit in morning trading, with its chips still a key piece of server demand.
Super Micro’s third-quarter results helped the demand story a bit. Net sales hit $10.2 billion, rising from $4.6 billion last year. Gross margin moved up as well, coming in at 9.9%, compared with 6.3% last quarter.
Super Micro is guiding for revenue of $11 billion to $12.5 billion this quarter and sees adjusted earnings between 65 cents and 79 cents per share. These adjusted earnings—which take out certain costs—are different from standard GAAP numbers. Reuters said the profit forecast is higher than what Wall Street expected.
Analysts keep weighing Super Micro’s growth against concerns on controls and margins. Gadjo Sevilla, technology analyst at Emarketer, told Reuters earlier this year that Super Micro’s growth was tied to its “importance as the integrator to large cloud and AI customers.” Reuters
The risk issue keeps coming up. Last week, Taiwanese prosecutors said they’re looking at three suspects tied to illegal exports of high-end AI servers made by Super Micro and running Nvidia chips, which fall under U.S. export restrictions. Back in March, U.S. prosecutors charged three people linked to Super Micro—including a co-founder—with smuggling at least $2.5 billion worth of American AI tech to China. Super Micro itself was not named as a defendant in the March charges, according to Reuters.
Nvidia CEO Jensen Huang said the company is “very rigorous” in explaining the rules about AI chip diversion to partners, but said, “ultimately, Super Micro has to run their own company.” He said he hopes Super Micro will improve its compliance. Reuters
