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AI GPU Platforms Drive 75% of SMCI's Revenues: More Upside Ahead?
ZACKS· 2025-12-17 15:41
Key Takeaways SMCI's AI GPU platforms generated over 75% of first-quarter fiscal 2026 revenues.Super Micro Computer launched new liquid-cooled 4U and 2-OU systems, now ready for volume shipments.SMCI expects revenues to rebound in the second quarter of fiscal 2026 after order delaysSuper Micro Computer’s (SMCI) AI servers are primarily optimized for NVIDIA’s HGX B300, B200, GB300 NVL72 and RTX PRO 6000 Blackwell server systems containing NVIDIA Blackwell GPUs for AI factories, large-scale AI labs, hyperscal ...
Super Micro Computer(SMCI) - 2026 Q1 - Earnings Call Presentation
2025-11-04 22:00
FQ1 2026 Results November 4, 2025 Disclosures Cautionary Statement Regarding Forward Looking Statements Statements contained in this press release that are not historical fact may be forward looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward -looking statements can be identified by the use of forward-looking terminology such as "anticipate," "believe," "continue," "could," "es timate," "expect," "may," "pla ...