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Supermicro supplies AI data-center hardware as demand surges

Supermicro logoSupermicro
Sig2.94Sen+6.71Env0.00Soc0.00Gov0.00
CoreWeave logoCoreWeave
Sig2.73Sen+5.57Env0.00Soc0.00Gov0.00

Supermicro provides the servers, cooling, and networking equipment that power AI data centers used to run workloads on platforms like CoreWeave. The company ended fiscal 2026 with $39.1 billion revenue, up 78% YoY, cash of $7.5 billion, and $1.2 billion net debt. Enterprise and channel revenue rose 172% YoY, and backlog reached $104 billion.

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