NVIDIA’s stock surged 4% on Monday, reaching approximately $130 per share—its highest level since late August—after Super Micro Computer announced it is shipping more than 100,000 GPUs per quarter for AI data centers. The news bucked the broader market decline and added roughly $117 billion to NVIDIA’s market valuation in a single day.
Super Micro Computer, NVIDIA’s third-largest customer, saw its shares jump as much as 18% following the announcement. The company revealed it has “recently deployed more than 100,000 GPUs with liquid cooling solution for some of the largest AI factories ever built” in a press release highlighting its new liquid-cooling solutions for heat-intensive AI data centers.
According to Bloomberg data, Super Micro represents approximately 9% of NVIDIA’s total revenue, while about 70% of Super Micro’s cost of goods sold consists of NVIDIA products. This symbiotic relationship underscores the tight integration between the two companies in the rapidly expanding AI infrastructure market.
Investors interpreted Super Micro’s update as strong evidence that demand for NVIDIA’s GPU chips remains robust, particularly as the company transitions to its next-generation Blackwell architecture. The announcement follows recent comments from NVIDIA CEO Jensen Huang, who told CNBC last week that the company is experiencing “insane” demand for its latest AI-enabling chips.
“Blackwell is in full production, Blackwell is as planned,” Huang stated. “Everybody wants to have the most and everybody wants to be first.” NVIDIA is currently shipping its Blackwell GPUs, which Super Micro specifically referenced in describing its new liquid-cooling product as “specifically designed CDMs to enable the highest GPU per rack density with up to 96 NVIDIA B200 GPUs per rack.”
The market reaction demonstrates continued investor confidence in AI infrastructure spending, with Super Micro’s market valuation increasing by approximately $4 billion on Monday alone. The strong performance suggests that concerns about AI chip demand may be overblown, as major customers continue to place massive orders for GPU-powered AI data centers.
Key Quotes
Supermicro recently deployed more than 100,000 GPUs with liquid cooling solution for some of the largest AI factories ever built.
Super Micro Computer announced this in a press release about its liquid-cooling solutions, providing concrete evidence of massive AI infrastructure buildouts and validating strong demand for NVIDIA’s chips.
Blackwell is in full production, Blackwell is as planned. Everybody wants to have the most and everybody wants to be first.
NVIDIA CEO Jensen Huang made these remarks to CNBC last week, characterizing demand for the company’s next-generation AI chips as “insane” and highlighting intense competition among customers to secure the latest technology.
Specifically designed CDMs to enable the highest GPU per rack density with up to 96 Nvidia B200 GPUs per rack.
Super Micro described its new liquid-cooling product capabilities, demonstrating how the Blackwell architecture enables unprecedented computing density for AI workloads in data centers.
Our Take
The synchronized surge in NVIDIA and Super Micro stock prices reveals an important dynamic in the AI infrastructure market: supply chain transparency is becoming a key market signal. Super Micro’s willingness to disclose specific GPU shipment numbers provides rare visibility into AI infrastructure spending, which investors clearly value. The 100,000 GPUs per quarter figure is particularly striking—it represents billions of dollars in quarterly hardware deployment and suggests that major tech companies are racing to build AI capacity at unprecedented scale. What’s most significant is the timing: this surge comes amid broader market concerns about AI investment returns, yet the data shows enterprise customers are doubling down rather than pulling back. The transition to Blackwell, with its improved power efficiency and density, may actually accelerate this trend as companies seek to maximize AI capabilities within existing power and space constraints.
Why This Matters
This development signals sustained momentum in AI infrastructure investment despite broader economic uncertainties and market volatility. The fact that Super Micro is deploying over 100,000 GPUs quarterly—and building “some of the largest AI factories ever built”—demonstrates that enterprise AI adoption is accelerating rather than slowing down.
For the AI industry, this news validates the massive capital expenditures tech companies are making in AI infrastructure. The transition to NVIDIA’s Blackwell architecture, with its ability to pack 96 GPUs per rack, represents a significant leap in computing density that will enable more powerful AI models and applications.
The market’s strong reaction—adding over $120 billion in combined market value—reflects investor confidence that AI remains a transformative technology with sustained demand. For businesses, this suggests that AI capabilities will increasingly become a competitive necessity, driving continued investment in GPU-powered infrastructure. The “insane” demand Huang described indicates we’re still in the early stages of AI adoption, with significant growth potential ahead.
Recommended Reading
For those interested in learning more about artificial intelligence, machine learning, and effective AI communication, here are some excellent resources: