Super Micro Computer
SMCIQ1 2023(SMCI Q2 FY2023)Estimated15% AI
AI Revenue %
15%
AI Fair Value
$810.6M
AI Revenue (Q)
$192.5M
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (Dec 2022) revenue was $1,803M. Net sales up 53.8% YoY. The 10-Q adds language about 'AI/ML applications' in the overview: 'we increasingly focus on AI/ML applications and larger enterprise customers.' This signals growing AI awareness but ChatGPT was only launched Nov 30, 2022, so the actual revenue impact is nascent. No AI-specific revenue figures disclosed. Single-segment reporting. Maintaining 15% AI estimate. ~$270M AI / $1,803M total = ~15%.
Analyzed by claude-opus-4-6
Quoted Figures
we increasingly focus on AI/ML applications and larger enterprise customers
10-Q Q2 FY2023, MD&A Overview
Net sales increased by 53.8% in the three months ended December 31, 2022 as compared to the three months ended December 31, 2021
10-Q Q2 FY2023, MD&A Financial Highlights
AI Products Identified (Ring 1)
GPU server systemsHPC server configurations
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Server Building Block Solutionsrack-scale solutions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix