Penguin Solutions (formerly SMART Global Holdings) designs, builds and manages AI and high-performance computing infrastructure together with advanced memory products. Its platform spans compute systems, differentiated memory (including CXL-oriented solutions), infrastructure software and deployment services aimed at enterprises, sovereign AI programs and specialist cloud providers. The company positions itself at the intersection of memory architecture and full-stack “AI factory” platforms rather than as a pure commodity component supplier.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q2 2025 | 324.3 | — | -0.4 | — |
| Q3 2025 | 337.9 | — | 5.8 | — |
| Q4 2025 | 343.1 | — | 2 | — |
| Q1 2026 | 343 | — | 30.8 | — |
| Q2 2026 | 478.7 | 47.6% | 37.2 | — |
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