Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade

Super Micro Computer jumped 11% and Dell rose 5% as new NVIDIA Vera Rubin system reveals fueled a renewed AI server trade ahead of and during ISC High Performance 2026 in Hamburg. The rally was tied to NVIDIA’s launch of the Vera Rubin platform for scientific supercomputing, where NVIDIA highlighted more than 7 exaflops of AI for science, 5 petaflops of native FP64 performance, and up to 144 GPUs per rack. Super Micro Computer and Dell were named among global system builders launching custom Vera Rubin NVL4 racks. Super Micro introduced Data Center Building Block Solutions Blueprint for HPC based on Vera Rubin NVL4, scaling to 1,152 NVIDIA Rubin GPUs and 576 NVIDIA Vera CPUs per unit, using liquid cooling. Dell unveiled the PowerEdge XE8812 to power “Doudna,” the next U.S. Department of Energy flagship supercomputer at Lawrence Berkeley National Laboratory, and cited more than 5,000 AI Factory customers. Financial context included Dell Q1 FY27 revenue of $43.84 billion and 757% year-over-year AI-optimized server growth to $16.13 billion, plus Super Micro’s Q3 FY26 revenue of $10.24 billion and a recent $7 billion financing package for a $39 billion backlog.