Super Micro Computer, Inc. opened its largest U.S. location—a 32.8‑acre, 714,000‑square‑foot campus in San Jose, California—on April 27 2026. The new facility is dedicated to advanced system design, manufacturing, testing, and service for the company’s Data Center Building Block Solutions (DCBBS) platform, which powers its AI infrastructure portfolio.
The expansion comes amid a surge in demand for AI‑optimized servers and racks. In the most recent quarter, Super Micro reported revenue of $12.7 billion, a 123% year‑over‑year increase, and a non‑GAAP earnings per share of $0.69, exceeding analyst expectations. The company has raised its full‑year revenue guidance to at least $40 billion, reflecting confidence in sustained AI market growth. However, gross margin contracted to 6.3% from 9.3% in the prior quarter, a result of pricing pressure and a shift toward lower‑margin product mix.
Charles Liang, President and CEO, said, "This new DCBBS campus, which becomes our largest in the U.S., is a direct investment in American innovation and manufacturing leadership. By growing our Silicon Valley footprint and deepening our U.S. roots in San Jose where we are creating high‑quality professional roles, we are able to advance domestic innovation, solution value, and production capacity. Our team will continue to drive the next wave of data center innovation, Time‑to‑Online (TTO) and build‑out efficiency, strengthening our ability to deliver new‑generation AI infrastructure at scale."
The company faces headwinds that temper the expansion’s positive impact. Legal scrutiny has intensified, with securities fraud class‑action lawsuits and an indictment related to export‑control violations. A recent cancellation of a large order from Oracle has highlighted customer concentration risk. These factors, combined with margin compression, underscore the challenges Super Micro must navigate while scaling its operations.
By expanding domestic manufacturing, Super Micro reduces lead times, lowers logistics costs, and gains tighter control over quality for its high‑margin DCBBS solutions. The campus also creates hundreds of high‑quality engineering and production jobs, reinforcing the company’s commitment to U.S. workforce development. The move strengthens Super Micro’s competitive advantage over rivals that rely more heavily on overseas production, positioning it to capture a larger share of the rapidly growing AI data‑center market.
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