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    Why Super Micro Computer (SMCI) Is Up 6.8% After Joining Cisco’s Secure AI Factory With NVIDIA

    Simply Wall St·09/06/2026 05:19:04
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    • Cisco Systems announced it has expanded its Secure AI Factory with NVIDIA by partnering with Super Micro Computer to supply high-density, liquid- and air-cooled GPU systems for enterprise, neocloud, and sovereign cloud AI infrastructure.
    • This move effectively positions Super Micro as a core hardware provider inside Cisco’s unified AI networking stack, deepening its role in turnkey, rack-scale AI data center deployments.
    • We’ll now examine how Super Micro’s inclusion in Cisco’s Secure AI Factory, particularly its liquid-cooled GPU systems, shapes the investment narrative.

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    Super Micro Computer Investment Narrative Recap

    To own Super Micro Computer, you need to believe it can turn its AI server scale, partnerships, and rack-scale solutions into durable earnings, despite volatile demand and customer concentration. The Cisco Secure AI Factory partnership looks supportive for the near term by embedding Super Micro’s liquid-cooled GPU systems into a broader AI stack, but the biggest immediate watchpoint remains whether strong AI server sales can translate into more consistent margins and less earnings lumpiness.

    The most relevant recent announcement alongside the Cisco news is Super Micro’s FY2027 guidance, calling for US$65.0 billion to US$72.0 billion in net sales, with AI-related solutions expected to exceed 80 percent of revenue. Both the Cisco partnership and this guidance point to Super Micro leaning harder into full-stack AI infrastructure, which could amplify the impact of any shifts in large customer orders and buying cycles, especially around next generation GPU platforms.

    Yet behind the impressive AI order momentum, investors should also be aware of how concentrated customer spending and price competition could...

    Read the full narrative on Super Micro Computer (it's free!)

    Super Micro Computer's narrative projects $91.7 billion revenue and $3.4 billion earnings by 2029. This requires 32.9% yearly revenue growth and about a $1.2 billion earnings increase from $2.2 billion today.

    Uncover how Super Micro Computer's forecasts yield a $41.75 fair value, a 5% upside to its current price.

    Exploring Other Perspectives

    SMCI 1-Year Stock Price Chart
    SMCI 1-Year Stock Price Chart

    While Cisco’s AI partnership highlights upside, the most pessimistic analysts were already assuming revenue of about US$80.2 billion by 2029 with margins slipping to 3.6 percent, reminding you that views on Super Micro’s export control and margin pressures can differ sharply and may shift again as this new deal is fully reflected in forecasts.

    Explore 11 other fair value estimates on Super Micro Computer - why the stock might be worth 38% less than the current price!

    The Verdict Is Yours

    Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.