NEW YORK, January 1, 2026, 15:42 ET — Market closed.
- Super Micro shares were last at $29.27 in extended trade, down about 1.3% from the previous close.
- The server maker unveiled a new high-density SuperBlade system aimed at AI and high-performance computing workloads. Supermicro
- Investors head into Friday’s reopen watching early-January U.S. data and the next read on Super Micro’s demand and margins.
Super Micro Computer shares were last down about 1.3% at $29.27 in extended trade, after ending Dec. 31 at $29.67.
The move keeps the AI server maker in focus after a year marked by sharp swings in hardware names tied to data-center spending. For Super Micro, product cadence matters because customers typically buy systems in volume once they standardize a design.
The timing also matters for the broader “AI buildout” trade, as companies race to add computing power. Elon Musk said xAI has bought a third building to expand infrastructure and lift training capacity toward nearly 2 gigawatts, a reminder that power and cooling are now central constraints for data centers. Reuters
Super Micro said in a Dec. 31 press release it is adding a 6U SuperBlade platform that supports air cooling or direct liquid cooling and uses Intel’s Xeon 6900 series processors. “This new iteration is the most core-dense SuperBlade we’ve ever created,” CEO Charles Liang said. Supermicro
A blade server is a modular computer that slides into a shared chassis, letting operators pack more compute into a smaller footprint. Direct liquid cooling, which circulates coolant through cold plates attached to components, is increasingly used to manage heat from high-power chips and keep energy costs in check.
That matters because server makers are competing on “performance per watt” — how much computing work customers get for each unit of power consumed — as electricity and cooling capacity become bottlenecks. Dell Technologies and Hewlett Packard Enterprise are also pushing AI-focused systems, while chip suppliers such as Nvidia and Intel set the pace for how quickly server platforms need to refresh.
Traders have also been watching whether the industry can protect margins as customers push for lower total cost of ownership and shorter deployment times. High-density systems can help, but they also raise integration complexity and can tighten supply-chain requirements.
Before next session: U.S. stock markets are closed Thursday for New Year’s Day and reopen on Friday, Jan. 2. New York Stock Exchange
Macro data will be a near-term driver for rate-sensitive tech shares. The U.S. jobs report for December 2025 is due on Friday, Jan. 9, followed by the December CPI report on Tuesday, Jan. 13, both scheduled for 8:30 a.m. ET. Bureau of Labor Statistics
The Federal Reserve’s next policy meeting runs Jan. 27-28, with investors typically watching for signals on the path of interest rates and how officials view financial conditions. Federal Reserve
On the company side, investors will be looking for updates tied to the quarter that ended Dec. 31, including whether Super Micro landed within its most recently issued range for fiscal second-quarter net sales of $10.0 billion to $11.0 billion. Super Micro
Any commentary on demand for liquid-cooled systems, shipment timing, and profit margins is likely to set the tone for SMCI trading early in 2026, particularly as data-center customers weigh bigger deployments against power and cooling limits.
