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Super Micro Computer, Inc. (SMCI) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 2:10 PM EDT
Company Participants
Michael Staiger - Senior Vice President of Corporate Development
Conference Call Participants
Samik Chatterjee - JPMorgan Chase & Co, Research Division
Presentation
Samik Chatterjee
JPMorgan Chase & Co, Research Division
Good afternoon, everyone. Welcome. I'm Samik Chatterjee. I cover the hardware and networking companies at JPMorgan. For the next fireside chat, I have the pleasure of hosting Super Micro and from Super Micro, Michael Staiger, who is the Senior Vice President of Corporate Development.
Michael, thanks for being here at the conference. Thank you for your time.
Question-and-Answer Session
Samik Chatterjee
JPMorgan Chase & Co, Research Division
Maybe let's start with the broader question. Super Micro initially to investors was known as a server vendor with the advent of AI, the company moved into being a rack vendor, you now do fully liquid cooling integration. You've now rolled out plans to do DCBBS, which is your data center building block solutions, which includes compute rack, switching, et cetera. So a broad range of capabilities, and that's expanded over time. Just highlight to us or maybe talk -- flesh out a bit more how you're thinking about the addressable market and expanding those? What's the strategy going forward on that front?
Michael Staiger
Senior Vice President of Corporate Development
Yes. Great. Thanks for having me. So it's interesting that the evolution of the company has been growth and empowering customers and bringing solutions to the market. And if you were to take the view of our platform providers that the market is a $2 trillion to $4 trillion in the short term. And right now, we're 8%, 9% in supplying our customers of that market, and you apply that math to the out years, it implies a $200 billion revenue
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