Key points
- Liang says Supermicro's SpaceXAI work is moving "full speed ahead"
- He teased a "surprise xmas gift" before year-end
- Musk separately outlined Colossus 2's chip expansion
- Liang disclosed no deal value, site, or firm delivery schedule
Super Micro Computer (SMCI) CEO Charles Liang said Friday that the company is moving "full speed ahead" on data center work for SpaceXAI, the combined SpaceX and xAI. He also teased a "surprise xmas gift" before year-end without explaining what it would be.
Supermicro shares were up 3.9% at $43.12 as of 3:06 p.m. ET. The stock was already higher that morning, before Liang posted at 1:50 p.m.
In his post on X, Liang said Supermicro was working to meet SpaceXAI's time-to-online goal, meaning how quickly a data center becomes operational. He referred to the company's Data Center Building Block Solutions, or DCBBS, which combine servers, cooling, and power equipment.
Liang thanked Nvidia (NVDA) and CEO Jensen Huang "for powering this amazing momentum with GB300 and more," then wrote: "Please get ready for a surprise xmas gift before year-end!"
The post gave no deal value, location, or firm delivery schedule. Supermicro has not issued a press release or filed an 8-K about it.
Liang had described the work before. In a June post, he said Supermicro was "proud to co-build another new Gigawatt AI datacenter for @SpaceX and @XAI within a year."
Musk outlines the Colossus expansion
About 14 hours before Liang's post, Elon Musk detailed the chips in xAI's Colossus clusters in a separate reply on X.
"Colossus 2 is 110k GB200 and 440k GB300," Musk wrote. "Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December."
Musk did not mention Supermicro. Neither post explicitly connected Liang's year-end teaser to those additions.
Supermicro has worked on Colossus before. Liang told Fortune in March 2025 that the company and xAI built the first Colossus in Memphis in 122 days.
The stock
On Wednesday, the company said it had started shipping racks built on Nvidia's Vera Rubin NVL72 platform.
In its August 11 earnings release, Supermicro guided fiscal 2027 revenue to $65 billion to $72 billion, and $14.5 billion to $15.5 billion for the quarter ending September 30. Its annual report, filed August 31, carried a third straight adverse opinion on its internal controls from auditor BDO. We covered the company's backlog and margin picture in July.
