Aug. 31 at 6:53 PM
$SMCI 🚨 — THE 10-K JUST STRENGTHENED THE BULL CASE.
FY2026:
$39.1B revenue, +77.8% YoY,
$2.23B net income and
$3.26 diluted EPS. Supermicro says AI-driven data-center demand has substantially increased demand for its products and expects that trend to continue. smci-20260630(1).pdf
And look at the ecosystem SMCI is building around:
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$NVDA — Blackwell, Blackwell Ultra, GB300/GB200 and upcoming Vera Rubin systems
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$AMD — EPYC, Instinct MI350 and next-gen Helios support
🔥 Supermicro says it works closely with NVIDIA and AMD development teams to align new systems with their product roadmaps and accelerate time-to-market. smci-20260630(1).pdf
🔥 DCBBS now integrates servers, networking, racks, power, liquid cooling, software and services into complete AI-factory deployments. smci-20260630(1).pdf
Then add the broader AI ecosystem relationships and deployments involving names like xAI, Microsoft and Cisco outside this specific 10-K disclosure, and the picture gets even bigger.
This isn’t just a server company anymore.
SMCI is becoming an end-to-end AI infrastructure platform sitting directly in the middle of the NVIDIA/AMD compute boom.
$39 BILLION in revenue says the opportunity isn’t theoretical anymore.
The 10-K is filed. The numbers are audited. AI demand is exploding. The partnerships are elite.
Still think SuperMicro deserves a valuation discount forever? 👀🚀🔥
$SPCX $CSCO #xAI #AI
