SMCI's Server and Storage Segmental Revenues Surge: What Lies Ahead?

Super Micro Computer's server and storage revenues surged 50.2% year-over-year to $21.31 billion in fiscal 2025, driven by the rising demand for AI servers. The segment now accounts for 97% of total revenues, highlighting its dominance. The company plans to expand its production facilities in the United States, Taiwan, Malaysia, the Netherlands, and the Middle East. Super Micro Computer projects $36 billion in total revenues for fiscal 2026, indicating a 64% year-over-year growth. The company also enters the client-edge consumer AI markets with its AI portfolio.