Recent years have seen Supermicro’s compliance documents reveal a series of challenges including the loss of its NASDAQ valuation, inaccuracies in financial records, potential delisting threats, and missing out on the AI growth phase. However, on Tuesday, the company provided a refreshing shift with an update showing AI infrastructure providers keenly purchasing its offerings, leading to robust revenue growth.

In its Q2 2026 performance report, Supermicro announced a revenue of $12.7 billion, marking an increase of $7 billion from Q2 2025 and $7.7 billion compared to Q1. Systems utilizing GPU technology tailored for AI applications contributed to 84% of Q2 revenue, doubling year-on-year, and represented 90% of the total income.

Although a single unnamed entity generated 63% of the income, CEO Charles Liang expressed confidence, having gained several comparable clients, showing no concern of overdependence. Liang assured, “We are very happy that now we have many more large-scale customers.”

Despite experiencing a decline in gross margins, now at 6.3%, due to increased costs for transporting Nvidia Blackwell components, Liang foresees a reduction in these costs and tariffs in the future. Supermicro’s Data Center Building Block Solutions (DCBBS) — a modular service offering fully-equipped compute, storage, network, and power solutions — was highlighted as a growth prospect given its rapid deployment capability. Although DCBBS accounted for only four percent of Q2 revenue, its potential is being pursued through new module developments.

With four new factories becoming operational, Liang anticipates these will support the demand for DCBBS while also lowering expenses. He projects Q3 revenue at $12.3 billion and annual revenue exceeding $40 billion—a figure indicating a potential Q4 drop to $10 billion but that didn’t unsettle investors as Supermicro’s stock rose 6.5% in post-market trading.