Supermicro announces Fiscal Year 2027 Q1 financial results. “Supermicro’s transformation into a Total AI and IT Datacenter Solution provider continues to accelerate, delivering record revenue of $19.9 billion for the first quarter fiscal 2027,” said @charlesliang, Founder, President, and CEO of Supermicro. “DCBBS is driving significant value for our customers—from gigawatt-scale datacenters down to single-container PODs—which, including our expanding software, proactive service, and networking solutions, is enhancing profitability and long-term shareholder value. Through key enterprise partnerships and expanding global production capacity, we are making AI infrastructure faster to deploy, superior up-time and more cost-effective for our customer base.” Thanks to our customers, partners, and the Supermicro team for making this quarter an extraordinary success! Learn more:

SUPERMICRO $SMCI Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $19.9B; +298% YoY 🔹 Adj. EPS: $1.81 (Est. $1.62) 🟢; +417% YoY FY27 Guide: 🔹 Revenue: $72.0B-$82.0B (Est. $69.17B) 🟢 Q2 Guide: 🔹 Revenue: $19.5B-$21.5B 🔹 GAAP EPS: $1.59-$1.83 🔹 Adj. EPS: $1.66-$1.90 Other Q1 Metrics: 🔹 Gross Margin: 12.7% GAAP; 12.8% Non-GAAP 🔹 Adjusted EBITDA: $2.2B 🔹 Cash Flow Used in Operations: $434M 🔹 Cash & Equivalents: $6.9B Comments: 🔸 “Supermicro’s transformation into a Total AI and IT Datacenter Solution provider continues to accelerate, delivering record revenue of $19.9 billion for the first quarter fiscal 2027,” said Charles Liang, Founder, President, and CEO of Supermicro. 🔸 “DCBBS is driving significant value for our customers—from gigawatt-scale datacenters down to single-container PODs—which, including our expanding software, proactive service, and networking solutions, is enhancing profitability and long-term shareholder value.”

Supermicro's latest @nvidia Vera CPU Rack natively supports NVIDIA OpenShell Reference Architecture to continuously monitor and govern agent behavior, extending Supermicro’s support for secure AI agents. NVIDIA OpenShell runs on NVIDIA Vera CPUs to apply least-privilege, policy-based controls to agents at runtime, while NVIDIA Sentry runs on NVIDIA BlueField-4 DPUs as an out-of-band monitor that enforces policy, provides attested telemetry, and can quarantine an agent that moves outside its permitted boundaries in milliseconds. Learn more:

Supermicro's DCBBS is supported by the industry-leading DLC-2 direct liquid cooling stack with cooling-tower, in-rack or in-row CDU, RDHx, and L2A sidecar options. Join Philip and Margaret as they dive into the advantages of using liquid cooling for AI factories. Learn more:

Supermicro, @AMD and @spectrocloudinc partnered together to deliver the AMD Instinct™ Coder solution designed to moves suitable inference onto infrastructure the customer controls, while preserving frontier access for the hardest tasks. Join our webinar and learn how Supermicro AI servers with AMD Instinct™ GPUs, along with Spectro Cloud's PaletteAI Inference Launchpad, deliver a more cost effective, pre-integrated, ready-to-deploy appliance for enterprise agentic coding. 📅Oct 27, 2026 ⏰10:00am PT Save your spot:

Supermicro translates EPYC™ capabilities into a broad H15 portfolio that helps customers choose systems for different enterprise and AI workloads. Join Andrew and Ron at OCP summit as they dive into this topic along with @AMD's newly announced Helion, an open, rack-scale blueprint for agentic AI. Learn more:

Supermicro is now working with @Nokia to deploy Artificial Intelligence-Radio Access Networks (AI-RAN) from distributed cell sites to centralized network hubs. The solution combines Nokia’s RAN technology and network expertise with the @nvidia Aerial RAN Computer platform, supported by Supermicro’s AI-optimized infrastructure. Watch the full video: Press Release:

Supermicro now expects fiscal Q1 2027 revenue of $18.5–19.5 billion, well above its original guidance of $14.5–15.5 billion. The company cited stronger demand for AI platforms. Gross margin is expected to reach 12.0%–12.5%, above the 10.4%–10.8% previously forecast. Supermicro attributed the improvement to customer and product mix. The figures for the quarter ended Sept. 30 are preliminary and unaudited. Full results are due Nov. 3.