Wall St Engine(@wallstengine):$SMCI CFO Mark Long on AI buildouts: “A single deployment today can exceed our total quarterly revenue from just one year ago.” One data center customer accounted for 44% of Q1 revenue, up from 28% in FY26. SMCI's quarterly revenue a year ago was $5.0B.

Wall St Engine

@wallstengine

Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.

Joined March 2022

996 Following 215.1K Followers

Wall St Engine@wallstengine

2026.11.03 23:22

$SMCI CFO Mark Long on AI buildouts: “A single deployment today can exceed our total quarterly revenue from just one year ago.” One data center customer accounted for 44% of Q1 revenue, up from 28% in FY26. SMCI's quarterly revenue a year ago was $5.0B.