Super Micro Computer: Rumors of a USD 5.2 Billion Large Order from xAI Drive Share Price Up!
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According to unconfirmed reports, SMCI is on the verge of a xAI large order worth USD 5.2 billion (about USD 3.5 million per rack). Targeted hardware partnerships with AMD, Intel, and Arm diversify the product portfolio and minimize concentration risks in the supply chain. The strategic expansion of DLC capacity aims to enhance operational efficiency and sustainably support the group's margins. Market Reactions and the Rumored xAI Project On June 8, 2026, shares of Super Micro Computer (SMCI) (i.) saw significant gains due to current...
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