SupermicroPrefer Sterling in Google
Add sterlingcharts.com as a preferred source so our charts can appear with a preferred badge in Google Top Stories, AI Mode, and AI Overviews.
Register for a premium account to gain access to Sterling AI.
Get StartedThings you can ask Sterling:
| Period | Printed AI / GPU share of revenue |
|---|---|
| Q2 FY25 | Over 70% |
| Q3 FY25 | More than 70% |
| Q4 FY25 | Over 70% |
| Q1 FY26 | Over 75% |
| Q2 FY26 | Over 90% |
| Q3 FY26 | Over 80% |
| Q4 FY26 | Approximately 60% |
| Period | Printed figure | What it is |
|---|---|---|
| CY2024 | 4,000 100 kW DLC AI racks | Actual shipments (prior-year print on the Q3 FY25 call) |
| Q1 FY26 | 6,000 racks/month including 3,000 DLC | Capacity target within FY26 |
| Q3 FY26 | More than 6,000 racks/month | Capacity on track |
| Q4 FY26 | Exceed 6,000 racks/month including more than 3,000 DLC | Capacity on track |
| Period | Printed new orders | Backlog comment |
|---|---|---|
| Q1 FY26 | Exceeds $13 billion | Not printed as a dollar backlog |
| Q4 FY26 | Over $60 billion | Ending backlog at record levels entering FY27 |