By Juby Babu
Feb 3 (Reuters) – Super Micro Computer raised its annual revenue forecast on Tuesday, anticipating a continued robust demand for its AI-optimized servers as companies expand their data center capacity.
Shares of the San Jose, California-based company rose over 5% in extended trading.
The server maker has established itself as a primary beneficiary of the generative artificial intelligence boom, working closely with chip designers like Nvidia and Advanced Micro Devices to quickly bring servers to market.
“Super Micro’s growth is tied to its importance as the integrator to large cloud and AI customers, said Gadjo Sevilla, technology analyst at Emarketer.
Sevilla added that by securing long-term engagements and aligning inventory to their rollout timelines, the company ensures demand is met before production and minimizes volatility.
Its ability to quickly deliver fully integrated systems featuring Nvidia’s latest GPUs has been critical to its success.
The company now sees revenue of at least $40 billion for fiscal year 2026, compared with its earlier projection of $36 billion.
“Order strength remains strong from large global data center and enterprise customers,” CFO David Weigand said on a post-earnings call.
Despite near-term pressures on margins from tariffs, facility costs and component shortages, Super Micro’s enterprise strategy, operational improvements and growth in the Datacenter Building Block Solution will support margin expansion over time, CEO Charles Liang said.
It reported revenue of $12.68 billion for the second quarter ended December 31, surpassing analysts’ average estimate of $10.23 billion, according to data compiled by LSEG.
The revenue included about $1.5 billion in delayed first-quarter shipments due to customer readiness.
For the third quarter, Super Micro expects revenue of about $12.3 billion, also ahead of an estimate of $10.17 billion.
(Reporting by Juby Babu in Mexico City; Editing by Vijay Kishore)
