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 ...