"In recent years, Supermicro's regulatory filings often have delivered dramas such as losing its listing on the NASDAQ stock exchange, an admission its books may not be accurate, another possible delisting, and missing the AI boom. On Tuesday, the company delivered something pleasingly different: a no-dramas update in which it reported that AI infrastructure builders are queuing up to buy its products with pens poised over chequebooks, and revenue is therefore growing fast."
"In its report on Q2 2026 revenue, Supermicro revealed $12.7 billion revenue, $7 billion up from Q2 2025 and $7.7 billion higher than Q1's haul. GPU-based systems used for AI applications delivered 84 percent of Q2 revenue, up up 151 percent year-over-year, and accounted for 90 percent of revenue. A single un-named customer delivered 63 percent of revenue, but founder, CEO and president Charles Liang said Supermicro has won comparable clients and isn't worried it's too reliant on a single buyer."
Supermicro revenue reached $12.7 billion in Q2 2026, $7 billion higher than Q2 2025 and $7.7 billion higher than Q1. GPU-based systems for AI delivered 84% of Q2 revenue, rising 151% year-over-year and contributing 90% of sales. One unnamed customer accounted for 63% of revenue, while additional large-scale customers were gained to diversify the customer base. Gross margin declined to 6.3%, partly due to premium freight costs for transporting Nvidia Blackwell parts and lingering tariff issues. Data Center Building Block Solutions (DCBBS) made up 4% of revenue and is targeted for modular expansion. Four new factories are ramping.
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