Super Micro Expands Its Role in Nvidia's AI Factories

By Rick Orford – Jan 21, 2026 at 7:45AM EST

NASDAQ: SMCI

Super Micro Computer

Market Cap

$19B

Today's Change

(-3.77%) $1.23

Current Price

$31.41

Price as of January 20, 2026 at 3:58 PM ET

Supermicro is scaling Nvidia-powered AI infrastructure at a massive scale, but margins will decide if the upside becomes reality

Super Micro Computer (SMCI 3.77%) sits at the heart of the AI server boom, with deep ties to Nvidia and a potential massive run-up in revenue. Margin recovery will determine whether this stock delivers its full upside potential.

Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 20, 2026.

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.

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