SMCISuper Micro Computer, Inc.

“The revenue from this new software product line is finally growing at a tremendous pace, increasing from less than $10 million per quarter just a few quarters ago to $34 million last quarter, and more than $46 million booked for this quarter.”

“Orders and backlog remains strong across our customer base, driven by AI infrastructure demand with AI GPU-related platforms contributing over 80% of revenue.”

“In next 2 years, I personally expect at least 20% of our net income will be from DCBBS, including the management software.”

“And I believe our DCBBS will soon contribute more than 25% of our total profit in the coming few years.”

“we are on track to produce more than 6,000 of the world's most powerful [ AOR ] rack per month.”

“Our data center end-to-end management software. We see significant demand for the Super Micro data center and cloud software suite. including our SuperCloud Composer that manage tens of thousands of systems or racks in real time. It provides comprehensive control over system and rack level power usage, cooling status, safety condition and device utilization alongside many other critical features. Our management software feature also include advanced CPU and GPU workload orchestration, which is a critical function for today's AI data center.”

“Super Micro is evolving from a U.S.-based server designer and manufacturer into a total data center solution provider. We expand our business to help customer planning, building, deploying and servicing data center infrastructure for global enterprise and NeoCloud provider, especially. Our DCBBS business is essential to this transformation, providing almost everything a customer needs to build an AI factory, including cooling units, networking, power cell, battery backup, management software and many other data center subsystems.”

“we are currently shipping many SKUs of the latest rack scale systems, including GB300 NVL72, [ MNB-300 HGXQ ], B200 NVL4 and inferencing application optimized RTX product lines. And we are preparing to be among the first to market with the new Vera Rubin systems, including the NVL72 SuperCluster.”

“we are working closely with Intel and Arm on the development of upcoming Xeon 6+ platforms and a new addition to our portfolio, including Arm AGI GPU-based solutions. This system will deliver exceptional performance per watt, specifically optimized for the growing demand of agentic AI workloads.”

“We continue to build on strong momentum of our AMD MI350 platform as we prepare for the next generation of AMD Helios solutions, featuring EPYC Venice and MI400 series of products.”

“we have more and more partnership that we not just build the AI server, not just the storage, but we have customer deployment and build a whole data center with DCBBS total solution.”

“Our focus remains on delivering the fastest time to online, TTO, in the industry, ensuring our customers can scale their AI factories quickly and most efficiently.”

“We start to grow many more enterprise customer, and we will continue that direction. So that will improve our gross margin and net margin as well.”

“for AI enterprise, I mean, a lot of gen AI kind of inferencing application. So we see a very strong demand there.”

“Business remains very strong in the NeoCloud, sovereign AI and Agent AI segment.”

“keeping Super Micro at the center of our AI revolution. With that, I remain very bullish about our growth in the AI and data center market.”