Super Micro Computer

Q4 FY2024 (June 2024) is the annual 10-K. The filing was delayed due to EY auditor resignation and Special Committee review (ultimately cleared). FY2024 total revenue was $14.94B (from $7.12B in FY2023 -- more than doubling). The 10-K now describes SMCI as a provider of 'total IT solutions which address demanding workloads' with 'rack-scale solutions optimized for various workloads, including artificial intelligence (AI) and high-performance computing (HPC), where acceleration is critical.' The filing explicitly states these are 'turn-key solutions designed, developed, validated and installed for leading AI datacenters' and includes 'liquid cooling technologies.' US revenue was 68% of total. No AI segment reporting exists. Given the revenue doubling and explicit AI datacenter focus, estimate 65% AI. Q4 FY2024 revenue ~$5.31B implied. ~$3,454M AI / $5,310M total = ~65%.