Particle.news
Download on the App Store
3 ARTICLES
·
last wk.

Super Micro Tightens Focus on AI Factories With $33 Billion FY2026 Outlook

Analysts point to liquid‑cooled rack‑scale platforms as the engine of the company’s next growth phase.

Image
Image

Overview

  • Super Micro reported $22 billion in fiscal 2025 revenue, a 47% increase year over year.
  • The company guided to at least $33 billion in fiscal 2026 sales, signaling sustained AI infrastructure demand.
  • More than 70% of fourth‑quarter fiscal 2025 revenue came from AI platforms, reflecting a pivot to rack‑scale systems.
  • Management expects volume shipments of Nvidia Blackwell B200 and GB300 systems through fiscal 2026, supporting margin recovery and operating leverage.
  • Analysts cite liquid cooling, rapid rack integration and expanded manufacturing as advantages, while some remain cautious due to past accounting issues and market‑share sustainability concerns.