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.

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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.