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Supermicro, which builds and ships AI server racks for data centres, reported net sales for the quarter ended 30 September 2026 of $19.9 billion, up from $5.0 billion a year earlier, with net income of $1,594 million
Verified 2026-11-12
Track with InsiderWhy it matters
Server builders are capturing a big share of AI spending, but thin margins on assembling racks mean investors watch profit as closely as sales growth.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Hardware
- AMD's Data Center segment, which sells Instinct GPUs and EPYC server processors, more than doubled revenue year-over-year in the quarter to 28 June 2026, reaching $6.7 billion, up 107% year-over-year
- AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue
- AMD made its 6th Gen EPYC 'Venice' server CPUs generally available on 10 November 2026, pitching them at agentic AI workloads, and its top EPYC 9996 chip packs 256 cores at 600W default CPU power
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