SMCI
Guest preview — showing qualitative direction only.
SMCI Analysis Summary
Super Micro Computer, Inc. (SMCI) operates in Layer 3: Infrastructure, in the Data Center Reits sub-sector. With a $18.6B market cap and 61% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by daily factors.
SMCI is currently affected by 1 bottleneck (Liquid-Cooled Rack Readiness).
Learn more about our signal methodology. View Signal History → Super Micro Computer, Inc. AI Visibility →
Analysis as of Jun 3, 2026 20:02 UTC (daily run). Live data.
Data Trust
Quality grade C · Score 0.74 · Updated Jun 3, 2026 20:02 UTC (2.8h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest daily run.
Primary driver appears to be daily factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on Super Micro Computer, Inc. (Infrastructure, 61% AI revenue). Signal: -0.20.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
Sign in to unlock upstream/downstream signal map and relationship context. Sign in.
Portfolio Position
Sign in to unlock current target weights, sleeve placement, and conviction. Sign in.
Bottleneck Exposure (Guest Preview)
Fundamentals & Characteristics
- Market Cap
- $18,647M (18.6B)
- Avg Daily Volume
- $885.2M
- AI Revenue %
- 61%
- Liquid Options
- Yes
- Layer
- 3 — Infrastructure
- Sub-Sector
- Data Center Reits
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About SMCI
- Company: Super Micro Computer, Inc.
- Supply Chain Position: Infrastructure (Layer 3 of 10)
- Market Cap: $18.6B
- AI Revenue: 61%
- Sub-sector: Data Center Reits
- Tier: Midstream
- Supply Chain Partners: 0 companies
SMCI FAQ
What does Super Micro Computer, Inc. do in AI?
Super Micro Computer, Inc. (SMCI) operates in the Infrastructure layer of the AI supply chain, in the Data Center Reits sub-sector.
Is SMCI a buy or sell?
Full signal analysis for SMCI is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is SMCI in?
SMCI is in Layer 3: Infrastructure. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Super Micro Computer, Inc.'s AI revenue exposure?
Super Micro Computer, Inc. derives approximately 61% of its revenue from AI-related activities. It has a market capitalization of $18.6B and sits in the midstream tier of the AI supply chain.
Who are SMCI's AI supply chain partners?
SMCI does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Super Micro Computer, Inc. when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.