We’re at the Center of the AI Infrastructure Buildout
Super Micro Computer (SMCI) delivered Q2 FY2026 income of $12.68B towards a $10.34B estimate and non-GAAP EPS of $0.69 versus $0.49 anticipated, with $13B+ in Blackwell Ultra orders already collected and full-year steering raised to $40B from $36B. The firm is scaling its Data Center Building Block Solutions platform, packaging compute, cooling, energy, and networking…
