AI GPU servers and Super Racks

Main revenue driver. Hyper Servers, GPU and Super Racks sales rose 83.4% in fiscal 2026, and the company guides fiscal 2027 net sales to $65 billion to $72 billion.

SMCI market data

The numbers

Hyper Servers, GPU and Super Racks sales increase$15.3BFY2026 (year ended June 30, 2026) · +83.4% year over year · source ↗

Company net sales$11.1BQ4 FY2026 (quarter ended June 30, 2026) · Up from $5.8B a year earlier · source ↗

FY2027 net sales outlook$65.0B to $72.0BFY2027 guidance · source ↗

What it is

Rack-scale and multi-GPU servers built on NVIDIA platforms and sold to cloud providers, AI labs and enterprises. Liquid-cooled and air-cooled configurations are sold, and GB200 and GB300 systems drove most of fiscal 2026 growth.

Why it matters to the stock. This line sets Supermicro's revenue, gross margin and order book. Traders watch its growth and margin against the fiscal 2027 outlook.

News

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