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Supermicro Expands U.S. Manufacturing to Deliver Nvidia Vera Rubin Systems as Platform Enters Full Production

Investor risk persists following 2024 control weaknesses plus an auditor resignation.

Overview

  • Supermicro announced expanded U.S.-based manufacturing and advanced liquid-cooling capabilities to accelerate rack-scale deployments built for Nvidia’s Vera Rubin and Rubin platforms.
  • Company leadership said it is positioned to rapidly deliver the flagship Vera Rubin NVL72 and HGX Rubin NVL8 using its modular Data Center Building Block Solutions approach and in-house design and production.
  • Nvidia CEO Jensen Huang said at CES 2026 that Vera Rubin is in full-scale production, signaling shorter delivery timelines for partners and customers.
  • Supermicro described the NVL72 as a rack-scale system integrating 72 Rubin GPUs and 36 Vera CPUs with NVLink 6 and direct liquid cooling, with performance figures characterized as vendor-provided.
  • Despite the product push, Supermicro’s shares remain pressured as the company continues remediation of previously disclosed financial-control weaknesses following Ernst & Young’s 2024 resignation as auditor.