NEW YORK, January 1, 2026, 07:04 ET — Market closed
- Super Micro shares were last down about 1.3% in after-hours trading on Wednesday after a late-day product announcement.
- The U.S. stock market is closed for the New Year’s Day holiday and reopens on Friday.
- Traders are watching AI data-center buildout news and the company’s next earnings update for delivery and margin signals.
Super Micro Computer, Inc. shares were last down 1.3% at $29.27 in after-hours trading on Wednesday, after the server maker unveiled a new high-density SuperBlade system built around Intel’s latest Xeon processors. U.S. stock markets are closed on Thursday for New Year’s Day. New York Stock Exchange
The timing matters because investors are looking for concrete signs that demand for high-performance, power-hungry AI and high-performance computing (HPC) systems will carry into 2026 — and which hardware vendors can ship at scale as customers push for denser, cooler-running data centers.
For Supermicro, product cadence and execution remain under the microscope. The company sells servers and racks that house advanced chips, and its results have been sensitive to customer delivery schedules and the availability of key components.
In its December 31 release, Supermicro said the new 6U SuperBlade can be deployed with air cooling or “direct liquid cooling” — a technique that moves heat away using liquid, helping data centers pack more compute into less space. The system uses Intel Xeon 6900 series processors and targets AI and HPC workloads, the company said. Supermicro
“This new iteration is the most core-dense SuperBlade we’ve ever created,” Chief Executive Charles Liang said in the statement. Supermicro
Supermicro said the design cuts cabling and rack footprint versus traditional rackmount server setups, and it highlighted configurations built for dense networking and storage alongside CPU performance. Supermicro
The product news landed as investors tracked another headline underscoring the scale of AI infrastructure spending. Elon Musk said xAI bought a third building to expand training compute to nearly 2 gigawatts, Reuters reported. Barron’s said the move could be a tailwind for suppliers across the AI-hardware stack, including server makers. Reuters+1
Supermicro’s next major test is financial, not just technical. In its last reported quarter in November, the company said shifts in delivery schedules for large AI deals pushed about $1.5 billion of revenue into the December quarter, and it forecast second-quarter revenue of $10 billion to $11 billion while raising its full-year revenue forecast to $36 billion; investors have been watching whether the company can hit those targets and keep production moving. Reuters
Before the next session
U.S. data releases that can swing rate expectations — and the valuation of high-growth tech shares — are close on the calendar. The ISM’s manufacturing report featuring December 2025 data is due on Monday, January 5, at 10:00 a.m. ET, and the Labor Department’s December 2025 jobs report is scheduled for Friday, January 9, at 8:30 a.m. ET. Institute for Supply Management+1
The Federal Reserve’s first policy meeting of 2026 is set for January 27–28, a focal point for markets trying to gauge the path of interest rates. Federal Reserve
On the company calendar, Supermicro has not confirmed its next earnings date; Wall Street Horizon lists an unconfirmed estimate in early February based on historical reporting patterns. Investors are likely to focus on any update to the company’s revenue outlook, delivery cadence for AI systems, and whether new platforms help defend profitability in a crowded server market. Wall Street Horizon
