Home / Business and Economy / Super Micro Computer Targets One-Third of Data Center Market by 2026
Super Micro Computer Targets One-Third of Data Center Market by 2026
23 Aug
Summary
- Super Micro Computer expands market share from 3.5% to 22% in 4 years
- Forecasts revenue to exceed $33 billion by fiscal 2026, up over 50%
- Aims to add 2-4 large-scale customers by 2026 to strengthen revenue base
As of 2025-08-24, Super Micro Computer Inc. (NASDAQ:SMCI) has emerged as a dominant player in the data center market. The company has significantly expanded its market share from just 3.5% in 2021 to 22% today, and it now aims to capture about one-third of the market by fiscal 2026.
According to Michael Stager, SVP of Corporate Development at Super Micro Computer, the company's revenue is projected to exceed $33 billion by fiscal 2026, implying a growth of more than 50% from current levels. Stager also highlighted that the company is targeting gross margins in the 15-17% range during this period.
One of the key growth areas for Super Micro Computer is the sovereign cloud market, which the company believes presents a potential $20 billion opportunity linked to Databol. Additionally, the company intends to add two to four large-scale customers by 2026 to further strengthen its revenue base.
However, the company's recent fiscal Q4 results fell short of expectations, as noted by JP Morgan analyst Samik Chatterjee. Chatterjee attributed the shortfall to tighter capital availability and hesitation from customers, which slowed order activity. He also pointed out that Super Micro Computer's execution continues to lag the goals set by management.
Despite these challenges, Super Micro Computer remains well-positioned to capitalize on the growing demand for high-performance server and storage systems in the data center industry.
