Super Micro Computer (SMCI) rallied sharply on Monday, jumping 15.66% to $35.46 after the company unveiled a next-generation AI server platform and its portfolio company Argentum AI disclosed $7.8 billion in European infrastructure contracts. The announcements triggered heavy trading volume of 121.5 million shares, nearly 142% above the three-month average.
At the ISC 2026 conference in Hamburg, Supermicro introduced its Data Center Building Block Solutions (DCBBS) Blueprint, a liquid-cooled rack solution built directly on Nvidia's Vera Rubin NVL4 platform. The system scales up to 1,152 Nvidia Rubin GPUs and 576 Vera CPUs, with deployments slated for the second half of the year to mirror Nvidia's general availability. CEO Charles Liang emphasized the strategic role: “Scientific discovery has always been driven by tools available to researchers, and AI has become an essential part of the research process.”
The rally was further fueled by GF Securities, which upgraded SMCI from Hold to Buy with a $48 price target, citing attractive valuation after a recent sell-off. Analyst Evan Lee pointed to Supermicro’s OEM supply role for SpaceX’s “Colossus 2” data centers, projecting NVL72 rack shipments to reach 7,200 units this year and 12,000 in FY27, implying sales of $24 billion and $51 billion respectively.
Meanwhile, Argentum AI — a private cloud firm in which Supermicro invested $100 million via a convertible note — signed two long-term deals totaling $7.8 billion to deploy 47,000 Nvidia GB300 chips at a 300-megawatt data center in Poland. The contracts, valued at $4.1 billion and $3.7 billion, represent one of Europe’s three largest GPU deployments. CEO Andrew Sobko told Barron’s that older Nvidia chips retain at least 25% of their original cost after five years and continue generating revenue well past initial leases, addressing skepticism about GPU residual value.
