Super Micro $SMCI jumped 8% after presenting a new datacenter blueprint at ISC 2026 built on the NVIDIA Vera Rubin NVL4 platform — a complete solution with up to 1,152 GPUs and 576 CPUs in a single liquid-cooled unit. It's technically impressive and nicely illustrates where SMCI sits: it's the company that takes Nvidia chips and packages them into turnkey, fully liquid-cooled racks that customers just "plug in".