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Super Micro Computer (SMCI) delivered Q2 FY2026 revenue of $12.68B against a $10.34B estimate and non-GAAP EPS of $0.69 versus $0.49 expected, with $13B+ in Blackwell Ultra orders already accumulated and full-year guidance raised to $40B from $36B. The company is scaling its Data Center Building Block Solutions platform, packaging compute, cooling, power, and networking into deployable units for hyperscalers and enterprises, while expanding large-scale data center customers from four to six to eight in FY2026.
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Super Micro is sacrificing GAAP gross margin, which fell to 6.3% from 11.8% year-over-year, to win market share during the peak AI infrastructure buildout, betting that margin recovery will follow once product mix shifts toward higher-value DCBBS solutions.
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Super Micro Computer (NASDAQ:SMCI) just posted one of the most striking revenue beats in recent memory, and CEO Charles Liang is not shy about what it means for the company’s future.
The numbers first: Q2 FY2026 revenue came in at $12.68 billion, against an estimate of $10.34 billion. Non-GAAP EPS of $0.69 came in above the $0.49 estimate estimate, while revenue compared to $5.68 billion in the prior year period.
Liang framed the moment this way:
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“With our leading AI server and storage technology foundation, strong customer engagements, and expanding global manufacturing footprint, we are scaling rapidly to support large AI and enterprise deployments while continuing to strengthen our operational and financial execution.”
The more revealing signal came a quarter earlier, when Liang disclosed that Supermicro had already accumulated more than $13 billion in Blackwell Ultra orders. That backlog gave him confidence to raise full-year FY2026 revenue guidance from $36 billion to $40 billion after this quarter’s results, up from an original target of $33 billion set just two quarters ago.
Liang’s second key quote centers on what Supermicro is actually selling beyond individual servers:
“Our DCBBS, Data Center Building Block Solutions, enable customers to scale faster, greener, and at lower cost. Supermicro is well positioned to capture the next wave of AI and IT infrastructure demand.”