US EditionSuper Micro Computer raises annual revenue forecast amid strong demand for its servers
Supermicro's AI-optimized GPU servers drove 84% of Q2 revenue, boosting the 2026 forecast to $40 billion amid strong orders from data-center and enterprise clients.
- On Tuesday, Supermicro reported $12.7 billion in Q2 2026 revenue and forecast Q3 revenue of $12.3 billion, with at least $40 billion for the year.
- AI infrastructure builders queued to buy Supermicro products, with GPU-based systems delivering 84 percent of Q2 revenue and rising 151 percent year-over-year.
- A single unnamed customer supplied 63 percent of Q2 revenue against the $12.7 billion haul, while Data Center Building Block Solutions accounted for just four percent.
- Market response came even as gross margins fell to 6.3 percent because Liang said costs will ease, with investors sending Supermicro shares up 6.5 percent in after-hours trading.
- Supermicro is ramping four new factories to meet demand for Data Center Building Block Solutions and reduce costs, amid regulatory filings that often contained dramas in recent years.
13 Articles
13 Articles
Super Micro Computer Rallies After Raising Full-Year Revenue Guidance to $40 Billion From $33 Billion
Quick Read Super Micro Computer (SMCI) delivered Q2 revenue of $12.7B, up 123%. SMCI raised its full-year guidance to at least $40B from $33B. Super Micro’s revenue beat came from $12B in delayed design wins that finally materialized from prior quarters. Surging demand for liquid-cooled AI servers built on Nvidia (NVDA) and AMD (AMD) platforms drove Super Micro’s growth. Are you ahead, or behind on retirement? SmartAsset's free tool can matc…
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BizTocSuper Micro logs record revenue from AI demand, and the stock surges
Super Micro’s revenue exploded to $12.7 billion as delayed orders finally materialized, but aggressive competition and rising costs pushed gross margins to a razor-thin 6.3% Article Attribution | Read More at Article Source The post Super Micro logs record revenue from AI demand, and the stock surges appeared first on RocketNews.
Super Micro Computer (SMCI) Stock: Revenue Soars Past $12B on AI Server Boom
TLDR Revenue hit $12.7 billion, crushing $10.42 billion estimate and up 123.4% year-over-year EPS of $0.69 beat consensus $0.49 by 40.8% in fiscal Q2 Q3 guidance projects at least $12.3 billion revenue versus $10.25 billion estimate Full-year outlook raised to minimum $40 billion from $36.27 billion consensus Gross margin dropped to 6.4% from 11.9% last year, single client represents 63% of revenue Super Micro Computer crushed expectations in i…
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