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Stock impact report

Super Micro CEO: We're at the Center of the AI Infrastructure Buildout [Yahoo! Finance]

Super Micro Computer, Inc. (SMCI) 
Last super micro computer, inc. earnings: 8/3 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.supermicro.com/investor-relations
Company Research Source: Yahoo! Finance
Quick Read Super Micro Computer (SMCI) delivered Q2 FY2026 revenue of $12.68B against a $10.34B estimate and non-GAAP EPS of $0.69 versus $0.49 expected, with $13B+ in Blackwell Ultra orders already accumulated and full-year guidance raised to $40B from $36B. The company is scaling its Data Center Building Block Solutions platform, packaging compute, cooling, power, and networking into deployable units for hyperscalers and enterprises, while expanding large-scale data center customers from four to six to eight in FY2026. Super Micro is sacrificing GAAP gross margin, which fell to 6.3% from 11.8% year-over-year, to win market share during the peak AI infrastructure buildout, betting that margin recovery will follow once product mix shifts toward higher-value DCBBS solutions. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE Super Micro Computer ( NASDAQ:SMCI ) just posted one of the most striking revenue beats in recent memory, and CEO C Show less Read more
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