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what's kind of like the right way to think about how much incremental power you can bring in each quarter?
your implicit guidance for 2H is $135 million to $145 million.
the 256-qubit chip from SkyWater, that does not include integration of technology from Lightsynq, right?
Is that contemplated in the long-term road map that you guys had laid out a year ago
can you talk to the driver of gross margin being down about 600 basis points Q-on-Q.
Your pipeline is up 3.5x quarter-over-quarter in 1Q '26
how do you think about this?
Incremental ARR in September was around $12 million, down from $180 million the prior quarter and $159 million in March. Why is incremental ARR down?
how are we focusing on debt and asset-backed financing for large deals?
Can you maybe elaborate a little more on the MLPerf?
So really, as we think about ARR for the year, what are the dynamics around ARR?
But still do not have a good sense as far as, like, what percent of bookings or revenue that is.
Have you seen your AI win rate go up, or is this just a reflection of the increase in deal flow AI deal flow?
what was the FX impact in the quarter? And was your expectations for fiscal year 2026?
how long do you expect to before you can really introduce that and how heavy of a lift is this
the 36 median cubic gate fidelity did improve from 99.5% in the first quarter to 99.6% in the second quarter
do you see the value add that Super Micro can add to NVIDIA ecosystem being different from the x86 ecosystem
would you bucket that more towards DCBBS ramp or more towards a reduction in your 10% customer going from 63% to 27%
you mentioned that over the next 2 years, targeting 20% to Data Center Building Block Solutions, 20%. Was that gross profit? Or was that revenue
your 10% customer, -- was that the primary driver of the upside that you saw in the quarter? Do you expect them to remain a 10-plus percent customer in the March quarter
do you expect Super Micro to continue to bring to the market one generation faster the power efficiency advantages before NVIDIA makes it part of their reference architecture
Why is it necessary to basically do a routine repeat of this proof of Super Micro's engineering prowess
what is going to be the driver of the projected Q2 uptick to the September quarter revenue
is that being pushed more as a discrete service or the value of that discrete service is fractional to Gen AI factory or is it bundled
is there any expectation that there will be inventory reserve in the June quarter and is that part of 10% gross margin guidance
Can you tell us whether or not Backlog is up Q or Q for the December quarter
is historical year-over-year growth really a good indicator of future demand? Have you looked at the actual pipeline of demand
there's a strong feeling in the investment community that the Chairman and CEO roles, if separated, could be quite beneficial to Super Micro
any 10% customer exposures in the quarter and the upcoming quarter