Why Super Micro (SMCI) Shares Are Jumping Today

July 28 - Shares of Super Micro Computer SMCI surged around 8% on Monday as investors reacted to reports of a temporary pause in new U.S. technology export restrictions on China.

People familiar with the matter said the U.S. Commerce Department's Bureau of Industry and Security has slowed enforcement of additional controls in recent months. The step comes as senior economic officials from Washington and Beijing prepare to meet in Stockholm later this year to address trade tensions.

Super Micro, known for its AI-focused server systems, has benefited from increased technology spending this year. The stock has gained more than 90% since January, helped by rising demand from companies building large artificial intelligence workloads.

Separately, Digi Power X DGXX said its US Data Centers subsidiary filed a provisional patent for a modular data center platform called ARMS 200. The design, developed with Super Micro, can support up to 256 Nvidia NVDA B200 and B300 GPUs per pod and is being built at a facility in Alabama. Digi Power expects initial deployment in the fourth quarter of 2025, with plans to scale to 40 megawatts of capacity.

Digi Power previously reported a purchase order for Nvidia-powered systems from Super Micro in mid-July, a move aimed at preparing its Tier 3 AI infrastructure.

Despite strong growth, Super Micro has come under regulatory scrutiny in recent months after an auditor resignation last October delayed financial reporting. The company also adjusted its revenue forecast, citing uncertainty around tariffs and orders.