Blackwell Ultra systems
The CEO cited more than $13 billion of Blackwell Ultra orders in November 2025, the order book behind the current growth.
The numbers
Blackwell Ultra orders (CEO statement)More than $13BAs of Nov 4, 2025 · source ↗
What it is
NVIDIA Blackwell Ultra (GB300) rack and server systems sold through Supermicro's rack-scale line. They are the largest current order category the company has cited.
Why it matters to the stock. Blackwell Ultra orders show how much of the current AI build-out Supermicro can capture before the next generation ramps.
News
No stories tagged to this project yet.