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# Supermicro has dodged drama and delivered datacenters

**[The Register](https://daily.dev/sources/theregister)** · 3 min read · 0 upvotes · 0 comments

## Summary

Supermicro reported strong Q2 2026 results with $12.7 billion in revenue, up $7 billion year-over-year, driven primarily by GPU-based AI infrastructure systems. A single customer accounted for 63% of revenue, though the company claims to have secured additional large-scale clients. The company's modular Data Center Building Block Solutions (DCBBS) offering represents a key growth opportunity, currently at 4% of revenue but expanding with new factories coming online. Despite lower gross margins due to Nvidia Blackwell component transportation costs, the company forecasts at least $40 billion in full-year revenue.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://go.theregister.com/feed/www.theregister.com/2026/02/04/for_once_supermicro_has_dodged/>

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---

Tags: [#ai](https://daily.dev/tags/ai), [#hardware](https://daily.dev/tags/hardware), [#nvidia](https://daily.dev/tags/nvidia)

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