EU weighs tougher AI rules as SMCI draws investor scrutiny

At a closed-door meeting on September 28, 2026, the European Commission, led by President Ursula von der Leyen, discussed priorities for the coming year with AI high on the agenda. Newly appointed AI affairs chief Jim Hagemann Snabe highlighted the technology’s potential economic benefits for Europe while acknowledging safety concerns tied to its rapid development.

The EU is weighing stricter regulation, particularly if other countries do not adopt similar measures. The outcome could carry economic and geopolitical implications for technology companies that provide infrastructure for AI workloads, including Super Micro Computer Inc, a San Jose-based maker of high-performance server and storage systems for data centers, cloud providers and enterprises.

Super Micro Computer has a market capitalization of approximately $28.42 billion and a current Price-to-Sales ratio of 0.56, below its historical median. GuruFocus lists SMCI’s GF Score™ at 86/100, with strength in growth and profitability, while insiders sold shares worth $15.44 million over the past three months. The company remains cash-flow-negative, making traditional earnings-based valuation metrics less useful in assessing its position.