Super Micro Computer (SMCI) Stock Surges +10% on AI Partnership

Super Micro Computer (SMCI) shares surged over 10.24% on July 28, closing at $60.05, a top mover in the S&P 500 today driven by a combination of strong AI demand and new strategic partnerships.

🔹 Key Drivers Behind Today’s Rally

• Digi Power X Partnership:
  SMCI was officially named the partner of choice by Digi Power X for its upcoming ARMS 200 modular AI data center platform. This collaboration involves deploying NVIDIA B200 GPU-based infrastructure at a Tier‑3 facility in Alabama, with scale-up plans to 55 MW by 2027. Supermicro will be the exclusive hardware supplier for this expansion.
• Broader AI Sector Momentum:
  The rally in SMCI coincided with new all-time highs for NVIDIA (NVDA) and AMD, reflecting persistent investor enthusiasm around AI infrastructure and server demand. SMCI, as a key enabler of GPU deployments, continues to benefit from these trends.
• Analyst Support and Recent Strength:
  SMCI shares have been rebounding in recent weeks after overcoming earlier concerns tied to export restrictions and corporate governance. Analyst sentiment has remained constructive due to SMCI’s speed to market with AI-optimized server solutions.

⚠️ After-Hours Filing: Insider Sale Notice

After the close, a Form 144 filing revealed that Charles Liang, President and CEO of Super Micro, plans to sell 200,000 shares of common stock—worth approximately $12 million—through Merrill Lynch.

• The shares were acquired as part of a stock award on January 19, 2023.
• Liang had previously sold 300,000 shares in June 2025 for $13.5 million.
• The filing notes that the plan was adopted under Rule 10b5‑1 on February 28, 2025.

While insider sales under 10b5‑1 plans are often pre-scheduled and not necessarily a negative signal, such filings can attract attention—especially after a sharp stock rally.

🔄 Overnight Trading Update

The filing has not weighed on sentiment—SMCI is up an additional 0.93% in overnight trading, extending its momentum.