For once, Supermicro has dodged drama and just delivered datacenters

In recent years, Supermicro’s regulatory filings often have delivered dramas such as losing its listing on the NASDAQ stock exchange, an admission its books may not be accurate, another possible delisting, and missing the AI boom.

On Tuesday, the company delivered something pleasingly different: a no-dramas update in which it reported that AI infrastructure builders are queuing up to buy its products with pens poised over chequebooks, and revenue is therefore growing fast.

In its report on Q2 2026 revenue, Supermicro revealed $12.7 billion revenue, $7 billion up from Q2 2025 and $7.7 billion higher than Q1’s haul.

GPU-based systems used for AI applications delivered 84 percent of Q2 revenue, up up 151 percent year-over-year, and accounted for 90 percent of revenue.

A single un-named customer delivered 63 percent of revenue, but founder, CEO and president Charles Liang said Supermicro has won comparable clients and isn ...