Supermicro quarterly revenue rises to record $19.9 billion
Supermicro reported in its earnings release record revenue of $19.9 billion for the fiscal first quarter ended September 30, 2026. Revenue increased from $5.0 billion a year earlier and $11.1 billion in the previous quarter.
Net income reached $1.59 billion, compared with $168 million a year earlier. Diluted earnings were $1.75 per share, while gross margin was 12.7%, compared with 9.3% a year earlier and 17.5% in the previous quarter. The company used $434 million in operating cash during the quarter.
Supermicro expects fiscal second quarter revenue of $19.5 billion to $21.5 billion and diluted earnings of $1.59 to $1.83 per share. Its fiscal 2027 revenue forecast is $72 billion to $82 billion.
We hope you enjoyed this article
Consider subscribing to one of our newsletters like Silicon Brief or Daily AI Brief.
Also, consider following us on social media:
More from Data Centers
Nov 5 Tenspresso Seeks $50 Million at $500 Million Valuation Nov 4 Arm second quarter revenue rises 27% to $1.44 billion Nov 4 Google Cloud Adds Security Controls for AI Agents Nov 4 Qualcomm Keeps $5 Billion Data Center Revenue Target for Fiscal 2027 Nov 4 Effingham County delays vote on OpenAI data center site planAI Funding Brief
Whitepaper
Tensordyne Napier: What If One Rack Could Do the Work of Nine?
Tensordyne
This Tensordyne whitepaper presents Napier, an inference-focused AI processor and rack-scale system based on the company’s TDN Math logarithmic number system. It examines infrastructure requirements for large mixture-of-experts and agentic models, compares major inference architecture approaches, and details the TDN AIP processor, TDN72 pod, TDN Link fabric, and Napier Ultra configuration. The paper reports simulation-based performance, cost, and accuracy-validation results, including Tensordyne’s projected comparison of one Napier rack with a nine-rack Nvidia Rubin plus Groq deployment; the chip is reported as taped out and in fabrication.
Read moreYou may also like
Lam Research Posts Record $8.22 Billion Revenue as AI Chip Demand Rises
Samsung quarterly profit tops KRW 100 trillion on AI memory demand
Qualcomm Keeps $5 Billion Data Center Revenue Target for Fiscal 2027
Intel Shares Plunge on Weak Q4 Forecast Despite 78% Data Center Growth
KLA Reports $4.14 Billion Quarterly Revenue as AI Chip Demand Grows
Daily AI Brief: the AI news that matters, in your inbox.