AI servers

2 stories filed under AI servers.

Semiconductors & infrastructure Supermicro AI servers Data centers Semiconductor Infrastructure Liquid cooling DCBBS Server Market Earnings Release Gross margin ratio Operating Cash Flow AI infrastructure

Supermicro Reports Quarterly Revenue of $19.9 Billion and Challenges to AI Server Profitability

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

Nov 4, 20266 min read

Semiconductors & infrastructure AMD Meta Helios EPYC InstinctGPU ROCm AI servers Muse AI agents Semiconductor investment Data centers Rack scale AI infrastructure

AMD's Meta investment of $1 billion and Helios AI server up and running

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,

Oct 30, 20267 min read