Supermicro announced its results for the first quarter of fiscal year 2027, that is, July to September 2026. Revenue was about $19.9 billion, almost quadrupling from about $5 billion in the same period last year. Net profit was about $1.594 billion. You can see in the sales that the demand for building servers and data centers for AI is strong. But the gross margin went down from 17.5% to 12.7% in the last quarter. with more server orders and with each order, and how much profit you leave
AMD recorded revenue of $13.377 billion in the third quarter of 2026. That's a 45% increase from the same period last year. GAAP operating profit was $2.832 billion and net profit was $2.428 billion. At the center of this performance is the data center business. Our quarterly revenue in this segment was about $8.5 billion, up 97% from the same period last year, which drove our overall growth. AI over the traditional image of the manufacturer of processors for PC As an infrastructure provider,
Open Time: October 27, 2026, 22:15 KST AMD has announced that it is investing $1 billion in a public offering of shares in Meta. At the same time, he disclosed that the rack-unit AI system Helios is already running on the Meta infrastructure, and that EPYC server processors are supporting Muse AI agents. The key point of this announcement is that we have moved from the cooperation plan to the actual system operation. In large AI infrastructures, GPU-unit performance, as well as CPU, network,
Open Time: October 27, 2026, 15:08 KST NVIDIA has announced that it will invest $3 billion in a public offering of shares in Meta. At the same time, we decided to expand technical cooperation with Meta's AI agent Muse to learn and execute related models more efficiently. As important as the investment itself is, the server configuration required to operate the AI agent on a large scale has been specified. Vera Rubin, Vera CPU, Spectrum-X Ethernet, B
