Supermicro’s fiscal 1Q results show strain beneath the AI surge

Supermicro's Fiscal 1Q Results

Supermicro reported lower revenue and profit for the fiscal first quarter of 2026 as gross margin narrowed sharply, signaling persistent cost and pricing pressures.

Despite this, the company raised its full-year sales forecast, betting on robust demand for artificial intelligence and data center infrastructure systems.

Supermicro’s fiscal 1Q results show strain beneath the AI surge

Author's summary: Supermicro faces challenges despite AI demand.

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DIGITIMES DIGITIMES — 2025-11-05

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