{"id":408079,"date":"2026-02-04T21:14:10","date_gmt":"2026-02-04T21:14:10","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/408079\/"},"modified":"2026-02-04T21:14:10","modified_gmt":"2026-02-04T21:14:10","slug":"supermicro-has-dodged-drama-and-delivered-datacenters-the-register","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/408079\/","title":{"rendered":"Supermicro has dodged drama and delivered datacenters \u2022 The Register"},"content":{"rendered":"

In recent years, Supermicro\u2019s regulatory filings often have delivered dramas such as losing its listing<\/a> on the NASDAQ stock exchange, an admission<\/a> its books may not be accurate, another possible delisting<\/a>, and missing the AI boom<\/a>.<\/p>\n

On Tuesday, the company delivered something pleasingly different: a no-dramas update in which it reported that AI infrastructure builders are queuing up to buy its products with pens poised over chequebooks, and revenue is therefore growing fast.<\/p>\n

In its report on Q2 2026 revenue, Supermicro revealed $12.7 billion revenue, $7 billion up from Q2 2025 and $7.7 billion higher than Q1\u2019s haul.<\/p>\n

GPU-based systems used for AI applications delivered 84 percent of Q2 revenue, up up 151 percent year-over-year, and accounted for 90 percent of revenue.<\/p>\n

A single un-named customer delivered 63 percent of revenue, but founder, CEO and president Charles Liang said Supermicro has won comparable clients and isn\u2019t worried it\u2019s too reliant on a single buyer. \u201cWe are very happy that now we have many more large-scale customers,\u201d he said.<\/p>\n

Gross margins fell to 6.3 percent, an outcome Liang attributed in part to the need to pay top dollar to transport new Nvidia Blackwell parts to Supermicro\u2019s factories. Liang said those costs will ease, and that tariffs have also become less of a concern.<\/p>\n

The CEO thinks better days lie ahead, because builders of AI infrastructure are in a hurry to bring their systems online and Supermicro\u2019s Data Center Building Block Solutions (DCBBS) offering \u2013 a modular system that sees the company deliver racked-and-ready-to-run compute, storage, networking, power, and cooling systems \u2013 is designed for fast implementation. Liang said DCBBS accounted for just four percent of Q2 revenue, but said it is the company\u2019s big growth prospect, and Supermicro is therefore developing new modules including transformers, next-generation power generators, an energy backup device, and grid power replacement.<\/p>\n

Supermicro has four new factories ramping up, and Liang said they\u2019ll help to meet demand for DCBBS and to reduce costs.<\/p>\n

The CEO forecast Q3 revenue of $12.3 billion, and full year revenue of \u201cat least $40 billion.\u201d That figure suggests Q4 revenue could be just $10 billion, a dip he didn\u2019t explain but which didn\u2019t spook investors who sent Supermicro\u2019s share price up 6.5 percent in after-hours trading. \u00ae<\/p>\n","protected":false},"excerpt":{"rendered":"In recent years, Supermicro\u2019s regulatory filings often have delivered dramas such as losing its listing on the NASDAQ…\n","protected":false},"author":2,"featured_media":408080,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[554,733,4308,86,56,54,55],"class_list":{"0":"post-408079","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-technology","12":"tag-uk","13":"tag-united-kingdom","14":"tag-unitedkingdom"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/408079","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=408079"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/408079\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/408080"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=408079"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=408079"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=408079"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}