Supermicro’s AI boom comes with a risk: one customer, 63% of revenue

Digitimes
Feb 3, 2026, 8:26 pm94 ptsTrending
Supermicro reported record quarterly revenue while acknowledging that a single customer accounted for 63% of its sales. The company is now implementing a strategy to diversify its client base and expand high-margin data center solutions to stabilize long-term profitability and reduce reliance on large-scale…

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