Super Micro Plans to Boost European AI Server Investments, Eyes Expansion in Region

Super Micro Computer (SMCI) plans to boost investments in Europe to meet growing demand for AI servers, particularly in the Netherlands. The company, which utilizes NVIDIA chips, aims to expand manufacturing capabilities in the region. CEO highlights the rapid growth in European demand for AI servers and potential expansion to other regions.

Super Micro Computer Inc. (SMCI), a leading provider of high-performance server and storage solutions, has announced plans to increase its investment in Europe to meet the surging demand for artificial intelligence (AI) servers. The company's CEO, Charles Liang, revealed during a CNBC interview that Super Micro intends to expand its manufacturing capabilities in the region, with a focus on the Netherlands [1].

The decision to bolster manufacturing in Europe comes amidst a rapid growth in demand for AI infrastructure. Super Micro's servers, which are equipped with NVIDIA chips, are a key component in providing the computing power necessary for generative AI models. Liang highlighted the fast-growing demand in Europe and noted that the company is already planning to invest more in the region, including manufacturing [1].

Super Micro's shares have experienced a significant rebound this year, trading up about 63% in 2025. However, they remain down roughly 60% from their early-2024 record high, reflecting concerns over accounting and financial statements that were initially raised but later assuaged by the filing of the 2024 financial report [1].

The company's expansion into Europe is part of a broader trend in the AI server market. TrendForce reports that global AI server shipments are projected to maintain double-digit growth in 2025, driven by sustained demand from North American CSPs and OEM customers. However, geopolitical tensions and US export restrictions have led to a slight revision in the forecast, projecting a 24.3% year-over-year increase in global AI server shipments for the year [4].

Super Micro's focus on expanding manufacturing in Europe aligns with broader EU initiatives aimed at boosting data center capacity and addressing energy impacts. The EU's 2020 digital strategy called for data centers to become climate neutral by 2030, and upcoming EU initiatives, such as the Cloud and AI Development Act, aim to triple EU data center capacity in the next 5-7 years [3].

References:

[1] Investing.com, "Super Micro to Ramp Up Europe Manufacturing Amid AI Demand" [https://www.investing.com/news/stock-market-news/super-micro-to-ramp-up-europe-manufacturing-amid-ai-demand-ceo-liang-tells-cnbc-4127426](https://www.investing.com/news/stock-market-news/super-micro-to-ramp-up-europe-manufacturing-amid-ai-demand-ceo-liang-tells-cnbc-4127426)

[4] PR Newswire, "Geopolitical Tensions and US Export Restrictions Slightly Temper AI Server Shipment Growth in 2025" [https://www.prnewswire.com/news-releases/geopolitical-tensions-and-us-export-restrictions-slightly-temper-ai-server-shipment-growth-in-2025-says-trendforce-302496811.html](https://www.prnewswire.com/news-releases/geopolitical-tensions-and-us-export-restrictions-slightly-temper-ai-server-shipment-growth-in-2025-says-trendforce-302496811.html)