Supermicro at Goldman Sachs conference: bold AI growth push

On Thursday, 10 September 2026, Supermicro (SMCI) presented a bullish outlook on its AI infrastructure business during the Goldman Sachs Communacopia + Technology Conference 2026. The company forecasted fiscal 2027 revenue to be between $65 billion and $72 billion, up from $1.5 billion just a few years earlier. Supermicro disclosed a $60 billion order book, supporting this growth projection.

Gross margins in the latest quarter were 17.5%, with management anticipating stable double-digit margins in fiscal 2027. The company is promoting its Data Center Building Block Solution (DCBBS) strategy, which involves selling complete systems instead of individual components, aiming to accelerate deployment times and reduce costs.

About half of Supermicro's workforce is dedicated to engineering, focusing on packaging solutions for customers' needs. Supermicro also highlighted its flexibility in supporting various chip platforms, including NVIDIA, AMD, Intel, and Arm-based processors. The company is expanding manufacturing capacity, currently at 6,000 racks per month, with new facilities being built in Johor, Malaysia.

Supermicro aims to capture about 10% of the AI infrastructure market, valued between $2 trillion and $4 trillion. The company sees growth opportunities in enterprise demand, sovereign deployments, and agentic AI workloads. Supermicro expects continued demand from AI infrastructure adoption, software and services revenue, and a broader upgrade cycle in enterprise general compute systems.

Management expressed confidence in the fiscal 2027 plan and managing working capital carefully to achieve self-funding status in the future.