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AI and Data Centre Chips

Supermicro's sales nearly quadruple to US$19.9 billion as it targets more than 4,000 liquid cooled racks a month by December

. Source published 3 Nov 2026. Original reporting: Supermicro (Business Wire) and earnings call transcript (The Motley Fool) (opens in a new tab).

What changed

Supermicro reported preliminary, unaudited net sales of US$19.9 billion for the quarter to 30 September 2026, against US$5.0 billion a year earlier and US$11.1 billion in the April to June quarter. Gross margin was 12.7%, against 17.5% in the previous quarter, and net income was US$1.59 billion. Operating cash flow was minus US$434 million as receivables and inventory grew, partly offset by customer prepayments. Supermicro expects US$19.5 billion to US$21.5 billion of sales for October to December and raised its fiscal 2027 outlook to US$72 billion to US$82 billion (company forecasts). On the call, chief executive Charles Liang said the company is on track to build more than 8,000 racks a month, including more than 4,000 direct liquid cooled racks, by December, and that one large data centre customer made up 44% of revenue.

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Read the original: Supermicro (Business Wire) and earnings call transcript (The Motley Fool): Supermicro's sales nearly quadruple to US$19.9 billion as it targets more than 4,000 liquid cooled racks a month by December (opens in a new tab)
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