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 bullish with none conviction, driven primarily by quarterly factors.
Learn more about our signal methodology. View Signal History → Super Micro Computer, Inc. AI Visibility →
Analysis as of Apr 19, 2026 07:03 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 19, 2026 07:03 UTC (8.9h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bullish with none conviction. Based on the latest quarterly run.
Primary driver appears to be quarterly factors for this ticker.
Latest Recommendation
No recent recommendation is currently published for this ticker in the latest completed runs.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
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.