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The Venture Codex

Supermicro

980 Rock Ave, San Jose, CA, 95131, United States

Overview

Super Micro Computer, Inc. or Supermicro® (NASDAQ: SMCI), a global leader in high-performance, high-efficiency server technology and innovation is a premier provider of end-to-end green computing solutions for HPC, Data Center, Cloud Computing, Enterprise IT, Hadoop/Big Data and Embedded Systems worldwide. Supermicro's advanced server Building Block Solutions® offers a vast array of modular, interoperable components for building energy-efficient, application-optimized, computing solutions. This broad line of products includes servers, blades, GPU systems, workstations, motherboards, chassis, power supplies, storage technologies, networking solutions, server management software and SuperRack® cabinets/accessories. Architecture innovations include Twin Architecture, FatTwin™, SuperServer®, SuperBlade®, MicroCloud, Super Storage Bridge Bay (SBB), Double-Sided Storage®, Battery Backup Power (BBP®) modules, Universal I/O (UIO) and WIO expansion technology all of which deliver unrivaled performance and value. The company's market leadership is based on first-to-market advantages with the most optimized, scalable new technologies coupled with an extraordinarily wide selection of high performance server products offering customers lower TCO. System solutions cover a broad range of applications across world-class data center and cloud services, large scalable server farms, scientific and research supercomputing clusters, businesses with complex computing requirements (such as those in financial services, oil and gas exploration, and media and entertainment companies) industrial applications, medical equipment and digital security and surveillance. Supermicro combines 20 years of advanced engineering experience with efficient production and integration expertise to develop first-to-market green computing solutions. The company is committed to protecting the environment through its "We Keep IT Green®" initiative. Founded in 1993 and headquartered in San Jose, California, Supermicro has been profitable every year since its inception. With Operations centers in Silicon Valley, the Netherlands and its Science & Technology Park and Logistics Center in Taiwan, Supermicro is well positioned to further scale its business worldwide.

Total investments
6
Lead investments
1
Investments · 12mo
5
Active investors
9

Sector focus

  • Artificial Intelligence (AI)
  • Cloud Computing
  • Cloud Infrastructure
  • Embedded Systems
  • Manufacturing
  • Software
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Investment portfolio

  • Turing

    Participated · Series A · Jul 2026

    Turing develops fully autonomous driving technology originating in Japan. The company is scaling its computing infrastructure and commercial operations as it moves toward real-world deployment. In its Series A and extension rounds the company has raised a cumulative ¥27.89 billion (about $174 million), including ¥12.62 billion (about $79 million) in the recent extension. Turing plans to use the new funding to expand compute capacity, strengthen its business organization for deployment, and hire additional staff. The company’s stated goal is to accelerate realization of Japan-developed fully autonomous driving systems.

  • Argentum AI

    Led · Convertible Note · Jun 2026

    Argentum AI is an AI company that has attracted high-profile investor attention and capital. The firm secured over $100 million in investment from Supermicro and previously completed a pre-seed round led by Sam Awrabi and Banyan Ventures nine months prior. Press coverage linked the company to one of Europe’s largest deals and referenced $7.8 billion in related deals, and noted strong demand for Nvidia chips in the same context. Reported information focuses on the company’s rapid fundraising and investor backing; articles do not provide product specifics, revenue, user metrics, founding year, or location. Public statements from investors emphasize conviction in the founding team and rapid progression from pre-seed to large institutional backing.

  • Deep Infra

    Participated · Series B · May 2026

    DeepInfra operates a vertically integrated inference cloud that owns and manages GPU infrastructure across eight U.S. data centers and supports more than 190 open-source models via OpenAI-compatible APIs. The platform processes nearly five trillion tokens per week and offers enterprise features including zero data retention, SOC 2 and ISO 27001 certification. The company says its stack is optimized for high-throughput, agent-driven workloads and works closely with NVIDIA on performance optimizations including early deployment of Blackwell GPUs and NVIDIA Dynamo software. DeepInfra reported that revenue has tripled since the start of 2026 and is expanding global capacity to meet growing demand. Founded in 2022 and headquartered in Palo Alto, the company plans to use the Series B proceeds to grow compute capacity, improve developer tooling, and support next-generation models.

  • Panthalassa

    Participated · Series B · May 2026

    Panthalassa builds self-propelled, autonomous floating nodes that capture wave energy to generate continuous clean electricity and run AI inference computing onboard, transmitting results to land via low-Earth-orbit satellites. The company has spent about a decade developing its power generation, propulsion, autonomy, and at-sea computing technologies and demonstrated capabilities with Ocean-1, Ocean-2, and Wavehopper prototypes in 2021 and 2024. Panthalassa plans to deploy its Ocean-3 pilot node series in the northern Pacific in 2026 to demonstrate AI inference at sea and to refine manufacturing ahead of commercial deployments in 2027. The platform uses the ocean for free supercooling to extend chip lifetimes and avoids transmitting power to shore by performing computing onboard. The company is a public benefit corporation headquartered in Portland, Oregon, and recently raised $140 million in a Series B to complete a pilot manufacturing facility and accelerate initial deployments.

  • Crusoe Energy Systems

    Participated · Series E · Oct 2025

    Crusoe Energy Systems develops and operates vertically integrated, energy-sourced data centers optimized for artificial-intelligence computing. Its flagship offering, Crusoe Cloud, provides high-performance GPU resources to customers such as Cursor, Decart, Fireworks, Odyssey and Together AI. The company combines rapid energy sourcing, proprietary data-center design, and a managed AI cloud platform to deliver lower-cost and lower-emission compute. To expand service breadth, Crusoe recently acquired Atero, a GPU management and memory-optimization firm, accelerating its managed AI services roadmap. Geographic expansion is underway: the firm is adding capacity in Norway and Iceland and has opened offices in Dublin, Sunnyvale, and Tel Aviv. Major build-outs include a 1.2-gigawatt data-center campus in Abilene, Texas, and a newly announced 1.8-gigawatt campus in Wyoming, with additional multi-gigawatt sites planned across the U.S. Following its latest financing, the company’s valuation is expected to exceed $10 billion, underscoring strong investor confidence in its growth trajectory.

Team

  • Charles Liang

    Founder, President, Chief Executive Officer and Chairman of the Board

  • Sara Liu Liang

    Operations

    LinkedIn
  • Wally Liaw

    Senior VP of Sales

    LinkedIn
  • Jack Waites

    Marketing Specialist

    LinkedIn