Super Micro Computer
SMCIQ3 2022(SMCI Q4 FY2022)Estimated15% AI
AI Revenue %
15%
AI Fair Value
$726.6M
AI Revenue (Q)
$270.5M
Total Revenue (Q)
$1.8B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
SMCI reported full-year FY2022 revenue of ~$5.2B. The 10-K lists AI as one of several target markets: 'enterprise data centers, cloud computing, artificial intelligence, 5G and edge computing.' SMCI operates as a single segment with no AI revenue breakout. At this time (June 2022, pre-ChatGPT), GPU servers for AI/ML workloads were a growing but still minority portion of SMCI's business -- the majority of revenue came from traditional enterprise and cloud servers. Industry estimates put AI server share at roughly 15% of SMCI's mix at this time. No specific AI revenue figure is disclosed. Estimate: ~$780M AI / $5,196M total = ~15%.
Analyzed by claude-opus-4-6
Quoted Figures
application-optimized high-performance and high-efficiency server and storage systems for various markets, including enterprise data centers, cloud computing, artificial intelligence, 5G and edge computing
10-K FY2022, Item 1 Business
The Company operates in one operating segment that develops and provides high performance server solutions
10-K FY2022, Note 17 Segment Reporting
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 solutionsstorage systems
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix