Overview
- Super Micro reported Q2 FY2026 net sales of $12.68 billion, up 123% year over year, with net income rising 25% to $400.56 million.
- The company lifted its full‑year revenue outlook to at least $40 billion and projected Q3 sales of about $12.3 billion, implying 167% growth from a year earlier.
- Shares jumped 13.14% on Wednesday to close at $35.04 following the earnings beat and upgraded guidance.
- Management said the quarter benefited from surging demand for liquid‑cooled AI servers built on Nvidia and AMD platforms, with more than $12 billion of delayed design wins delivering.
- CEO Charles Liang emphasized the firm’s Data Center Building Block Solutions as a scaling advantage, while a bullish investor thesis cites deep partnerships with Nvidia, AMD, and Intel and points to reported involvement in xAI data center projects.