Super Micro Computer, Inc.
OrganizationHeard in 27 episodes across 10 shows since Jul 2024
Super Micro Computer, Inc., doing business as Supermicro, is an American information technology company based in San Jose, California. It is one of the largest producers of high-performance, high-efficiency servers, and also provides server management software and storage systems for enterprise data centers, cloud computing, artificial intelligence, and edge computing.
Episodes
This week
Expert statements
Share of the conversation
Mentions of Super Micro Computer, Inc. per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.
Show the data
| Day | Share (7-day) | Mentions |
|---|---|---|
| Jul 21 | 1.04‰ | 1 |
| Jul 22 | 4.86‰ | 4 |
| Jul 24 | 5.91‰ | 1 |
| Aug 10 | 0.10‰ | 2 |
| Aug 11 | 0.26‰ | 4 |
| Aug 12 | 0.58‰ | 10 |
| Aug 25 | 0.03‰ | 1 |
| Aug 26 | 0.07‰ | 1 |
| Sep 4 | 0.03‰ | 1 |
| Sep 7 | 0.07‰ | 1 |
What experts have said about Super Micro Computer, Inc.
22 statements · 15 positive · 5 negative · 1 mixed · 1 neutral
Supermicrocomputer is a key indicator of AI demand.
“The company is a key tracker of AI demand”
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest ProjectionListen at 1:10
Supermicrocomputer is thriving as AI demand drives server sales.
“Supermicrocomputer sells computer servers and is thriving amid the AI mania”
Open the episode · CoreWeave Soars, Cava Rises, Super Micro Computer Jumps on Sales Outlook That Tops Rosiest ProjectionListen at 1:18
Supermicro shares are up about 9%.
“Supermicro, the ticker symbol there, SMCI, is having a good morning. It's up about 9%.”
Open the episode · Cava, Super Micro, and CoreWeave Push HigherListen at 1:30
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
27 episodes featuring Super Micro Computer, Inc., newest first
- Sep 7, 2026
AI shifts wealth toward infrastructure and automationThe Table with Anthony ONealSep 7, 2026 - Sep 4, 2026
AI spending tests the durability of the stock-market bull runThe Compound and FriendsSep 4, 2026 - Aug 26, 2026
Anthropic, Apple and Stability AI reshape the tech agendaClaude AI DailyAug 26, 2026 - Aug 25, 2026
Advanced AI users widen the productivity gapThe AI Daily Brief: Artificial Intelligence News and AnalysisAug 25, 2026 - Aug 12, 2026
AI infrastructure lifts tech stocks as cities plan smarter growthStock MoversAug 12, 2026 - Aug 12, 2026AI infrastructure leads a mixed pre-market rallyStock MoversAug 12, 2026