Massive News for Supermicro: Nvidia Blackwell AI Factory Clusters Could Reignite Growth

By Rick Orford – Dec 18, 2025 at 10:48AM EST

NASDAQ: SMCI

Super Micro Computer

Market Cap

$18B

Today's Change

(-1.57%) $0.47

Current Price

$29.37

Price as of December 18, 2025 at 4:00 PM ET

Discover Supermicro's Blackwell AI factory catalyst, the margin and insider-selling risks, and what has to happen next for SMCI to deliver a real comeback.

Super Micro Computer (SMCI 1.57%) is a major AI infrastructure builder, and its turnkey Nvidia Blackwell AI factory clusters could accelerate deployments as demand for private AI compute grows. But first-quarter margins compressed sharply, and insider selling headlines add narrative risk, so this stock is a high-stakes setup where a strong second-quarter ramp could flip sentiment quickly.

*Stock prices used were the market prices of Dec. 5, 2025. The video was published on Dec. 16, 2025.

Rick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is business, and he works tirelessly to deliver content in an easy-to-understand manner. In 2018, Rick wrote The Financially Independent Millennial to inspire his readers with his story about becoming financially independent at age 35 despite not learning about money when he was younger. His books are easy to read and often refer to key points that “He would tell his younger self.” When not thinking about business, Rick writes (mainly about cruise ship travel) for his travel blog and is an enthusiast of fast cars, technology, & cooking.

CMFrickorford