# Supermicro’s collaboration with Verda focuses on providing NVIDIA GPU-accelerated, rack-scale systems designed for AI cloud infrastructure.

*genai, business · news · 2026-05-27 · Benzinga*

## Key points

- Supermicro is partnering with Verda to deploy NVIDIA GPU-accelerated AI cloud systems in Europe.
- Jensen Huang emphasized Supermicro's responsibility to strengthen compliance after export-control violations involving AI servers.
- Supermicro's next earnings call is scheduled for August 4, 2026, with EPS estimated at 69 cents.
- Revenue estimates for Supermicro have more than doubled to $11.73 billion from previous projections.
- SMCI's heavy ETF inclusion increases its exposure to forced buying or selling via passive fund flows.

This partnership aims to enhance the deployment of high-performance, energy-efficient AI systems across Europe, which could be driving investor interest in the stock. Supermicro’s collaboration with Verda focuses on providing NVIDIA GPU-accelerated, rack-scale systems designed for AI cloud infrastructure. This initiative is expected to support a wide range of applications, including large language model training and enterprise AI, further solidifying Supermicro’s position in the growing AI market. Jensen Huang Presses Super Micro On Compliance Huang said the company remains “rigorous” in explaining export-control regulations to partners, following the detention of three people accused of filing fraudulent declarations tied to Super Micro AI servers. Huang said Super Micro ultimately remains responsible for managing its own operations and expressed hope the company would strengthen its compliance procedures to prevent similar incidents in the future. SMCI Technical Outlook: Key Levels And Momentum The stock has shown a mixed performance over the past year, down 10.75%. Currently, it trades at $38.20, which is 21.9% above its 20-day simple moving average (SMA) of $31.54 and 37.1% above its 50-day SMA of $28.03. The moving average convergence divergence (MACD) is above its signal line, indicating that downside pressure is easing, which suggests improving momentum compared to previous trends. Key Resistance: $45.00 — a nearby level where rebounds can stall. Key Support: $31.00 — a nearby level where buyers previously stepped in. SMCI Earnings Date And Analyst Estimates Super Micro Computer is slated to provide its next financial update on August 4, 2026 (estimated). EPS Estimate: 69 cents (Up from 41 cents) Revenue Estimate: $11.73 billion (Up from $5.76 billion) Valuation: P/E of 19.5x (Indicates fair valuation) Analyst Consensus & Recent Actions: The stock carries a Hold rating with an average price target of $31.90. Recent analyst moves include: Mizuho: Neutral (Raises Target to $36.00) (May 12) Barclays: Equal-Weight (Lowers Target to $34.00) (May 7) Rosenblatt: Buy (Raises Target to $40.00) (May 6) SMCI ETF Exposure And Passive Flow Risk Significance: Because SMCI carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock. SMCI Stock Price Activity: Super Micro Computer shares were up 0.04% at $37.11 at the time of publication on Wednesday, according to Benzinga Pro data. Photo via Shutterstock

**Companies:** Supermicro
**Countries:** United States, Europe

[Read the full story on Benzinga](https://www.benzinga.com/markets/large-cap/26/05/52815111/supermicro-stock-rises-on-new-ai-infrastructure-partnership-in-europe)

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