Super Micro Computer, Inc. (NASDAQ: SMCI) announced its unaudited financial results for the second quarter of fiscal year 2026, which ended December 31, 2025. The company reported strong performance driven by increasing demand for AI infrastructure, cloud computing, and data center solutions. Net sales for the quarter reached $12.68 billion, a significant increase from $5.68 billion in the same period of the prior year. Gross profit rose to $798.6 million, up from $670.0 million, reflecting improved operational efficiency and higher volume. The company’s gross margin was 6.3% for the quarter, with non-GAAP gross margin at 6.4% after adjusting for stock-based compensation. Operating expenses totaled $324.3 million, including $90.5 million in stock-based compensation. Income from operations was $474.3 million, compared to $368.6 million in the prior-year quarter. Net income for the quarter was $400.6 million, or $0.60 per diluted share, up from $320.6 million, or $0.51 per diluted share, in the same period last year. For the full fiscal year 2026, Supermicro expects net sales of at least $40.0 billion. The company also provided guidance for the third quarter of fiscal year 2026, projecting net sales of at least $12.3 billion, GAAP net income per diluted share of at least $0.52, and non-GAAP net income per diluted share of at least $0.60. The outlook assumes a GAAP tax rate of approximately 19.6% and a non-GAAP tax rate of 20.2%, with a fully diluted share count of 684 million for GAAP and 699 million for non-GAAP. As of December 31, 2025, Supermicro held $4.1 billion in cash and cash equivalents and had total debt, including convertible notes, of $4.9 billion. The company emphasized its expanding global manufacturing footprint and continued investment in its DCBBS (Data Center Building Block Solutions) platform, which enables scalable, energy-efficient, and cost-effective infrastructure for AI and enterprise workloads. Charles Liang, Founder, President, and CEO of Supermicro, highlighted the company’s leadership in AI server and storage technology, stating that its solutions are enabling faster, greener, and more cost-effective scaling for large-scale deployments. The company plans to host a live webcast on Tuesday, February 3, 2026, at 5:00 p.m. ET to discuss the results. A replay will be available on the investor relations website for one year. Supermicro cautioned that forward-looking statements are subject to risks and uncertainties, including fluctuations in quarterly results, customer concentration, pricing pressures, and macroeconomic factors such as tariffs. Actual results may differ materially from projections. The full financial statements and reconciliations of GAAP to non-GAAP measures are available in the company’s press release and on its investor relations website.