COMPANIES · SERVERS & AI FACTORIES
Supermicro
In the AI Economy Index: Minor, 0.28% (as of 2 October 2026)
Builds server, storage and rack-scale infrastructure for cloud and AI workloads.
Builds server, storage and rack-scale infrastructure for cloud and AI workloads.
It has become one of the fastest-moving server builders translating NVIDIA's newest chip platforms into shippable rack-scale systems.
Sells server, storage and rack-scale infrastructure, largely built around NVIDIA and AMD accelerators.
United States
Servers and AI factories. The companies that assemble chips, memory and networking into complete servers and racks, turning individual components into the working computers that actually train and run AI models.
Same-layer peers share an editorial stack classification. That alone does not establish direct competition.
Earnings
Tier Tier 2.
Supermicro
SMCI
Q1 FY2027
- Quarter
- Q1 FY2027, ended 30 Sep 2026
- Revenue (estimated range)
- $18.5 billion to $19.5 billion (company guidance was $14.5 billion to $15.5 billion)
- Revenue change, year on year
- Not available. The release gives no prior year figure, so no YoY is calculated
- Gross margin (estimated range)
- 12.0% to 12.5% (guidance 10.4% to 10.8%)
- Net income / EPS
- Not given in the preliminary update
- AI line
- Company says the revenue lift is "primarily due to increased demand for AI platforms"
- Caveat (company)
- Unaudited, preliminary, "subject to revision"
- Full results
- Call Tue 3 Nov 2026, 5:00pm ET
Supermicro, which builds the server racks that AI chips live in, gave a preliminary, unaudited estimate for the quarter that ended 30 September. The company estimates revenue of $18.5bn to $19.5bn, against its own forecast of $14.5bn to $15.5bn, "primarily due to increased demand for AI platforms." That is vs $15.23bn expected, LSEG consensus as reported by Reuters (Reuters, 20 Oct 2026). The low end of $18.5bn is about 21% above the $15.23bn expected, by our arithmetic. Gross margin, the share of each sales dollar left after the cost of making the product, is estimated at 12.0% to 12.5%, against a forecast of 10.4% to 10.8%. This is an unaudited estimate that can still change. Full results come Tue 3 Nov. Why it matters to you: when the rack builders run ahead of their own forecast, it shows AI spending kept rolling this season. Filing: Super Micro Computer 8-K, filed 20 Oct 2026
Connections (5)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated. It does not necessarily provide independent confirmation.
Current relationships (5)
Source: 2026-08-25 · reviewed 2026-09-20
Evidence: Primary-source statement · Newly announced, current three-way go-to-market partnership
Limits: Confirms a joint go-to-market and technical partnership; does not disclose revenue, deployment volumes, or customer commitments.
Cisco Expands Secure AI Factory with NVIDIA for the Rack-Scale Era ↗Source: 2024-07-06 · reviewed 2026-09-24
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: Liang's quoted post praises Musk's use of liquid cooling but does not itself name a contract; the supply claim is the publication's. This does not establish contract value, what share of Cortex's cooling Supermicro provides, or that Supermicro supplies Tesla's servers as well as cooling.
Elon Musk's liquid-cooled 'Gigafactory' AI data centers get a plug from Supermicro CEO ↗Source: 2023-12-06 · reviewed 2026-09-20
Evidence: Primary-source statement · Current product line
Limits: The release describes product support and specifications; it does not disclose sales volume, named customers, or the proportion of Supermicro servers shipped with AMD versus NVIDIA accelerators.
Supermicro Extends AI and GPU Rack Scale Solutions with Support for AMD Instinct MI300 Series Accelerators ↗Source: Source undated · reviewed 2026-09-17
Evidence: Primary-source statement · Product documented
Limits: Product catalog evidence. It does not establish purchase volume, exclusivity or customer delivery.
Supermicro NVIDIA accelerators and systems ↗Source: Source undated · reviewed 2026-09-20
Evidence: Primary-source statement · Completed initial buildout; Supermicro-branded case study still published
Limits: Supermicro's case study describes the technical infrastructure it built for Colossus; it does not disclose contract value, exclusivity, or whether Supermicro continues to supply subsequent Colossus expansions.
xAI Colossus | Supermicro ↗Supermicro investor overview ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures. Data last updated .