Supermicro Launches Seven NVIDIA-Powered AI Platforms with Q2 Revenue Up 123%
Supermicro introduced seven AI infrastructure solutions using NVIDIA RTX PRO 6000 and 4500 Blackwell GPUs, Spectrum-X networking and NIM microservices in collaboration with Cloudian, DDN, IBM, Nutanix, VAST and WEKA. Q2 FY2026 revenue rose 123% to $12.68B, beat consensus by 22% and guidance to $40B as OPEX-to-sales fell to 1.9%.
1. Supermicro Debuts AI Data Platform Solutions
Supermicro unveiled seven fully integrated AI infrastructure solutions built around NVIDIA RTX PRO 6000 and 4500 Blackwell Server Edition GPUs, Spectrum-X Ethernet networking and NVIDIA NIM microservices. These platforms, developed with partners Cloudian, DDN, IBM, Nutanix, VAST Data and WEKA, unify compute, storage, networking and AI software into turnkey systems designed to accelerate enterprise AI deployment from data ingestion to inference.
2. Q2 FY2026 Revenue Surges and Guidance Raised
The company reported Q2 FY2026 revenue of $12.68 billion, a 123% increase year-over-year and 22% above street consensus, driven by robust demand for its AI and data center solutions. In response to strong results, Supermicro raised its full-year revenue outlook to $40 billion while reducing its OPEX-to-sales ratio to 1.9%, reflecting improving operating leverage.