Supermicro AI Server Sales Surge as Profitability Test Begins
Supermicro’s AI server business reported $39.1B in fiscal 2026 sales, rising from $22B, and logged a record backlog after winning over $60B in new orders. Full-year gross margin slipped to 10.8% from 11.1%, while the latest quarter lifted gross margin to 17.5% with $11.1B revenue and $1.70 adjusted EPS. The company forecasts $65B–$72B revenue for fiscal 2027.