Penguin Solutions

Penguin Solutions’ OriginAI® has been named “AI-Powered Enterprise Solution of the Year” in the 2026 Tech Ascension Awards! 🎉 As enterprises move AI beyond experimentation and into production, they need infrastructure designed to handle the complexity of AI at scale. OriginAI delivers a complete, production-ready, high-performance AI factory, helping organizations simplify deployment, reduce risk, and accelerate the path from AI investment to business value. This recognition is a testament to the innovation, engineering expertise, and hard work of teams across the company. Congratulations to everyone who helped make this achievement possible! 🎉🏆 https://lnkd.in/gjBvFXbJ

Save the date! Join us Tuesday, October 6, 2026 at 1:30 pm PDT for our Q4 and full fiscal year 2026 earnings call. Hear from our leadership team as we share our latest financial results and discuss the opportunities ahead as AI moves from training to inference, driving growing demand for AI infrastructure and memory solutions. Register here: https://lnkd.in/g4P_fpvC

GPU memory is becoming the biggest bottleneck in enterprise AI inference—not compute. If your teams are seeing latency spikes, idle GPU cycles, or degraded token generation at scale, the memory architecture is likely the problem. Sign up to explore how Penguin Solutions MemoryAI™ KV Cache Server and disaggregated memory architectures efficiently scale large-context, high-concurrency workloads.

Scaling AI inference and token generation gets expensive fast as GPUs are added. At the same time, memory bottlenecks are slowing large scale deployments and leaving GPU capacity underused. Sign up and learn how leading enterprises are adopting new memory architectures including the Penguin Solutions MemoryAI™ KV Cache Server to improve performance and lower cost.

We've all used AI as an advisor. Ask a question, get an answer. The next phase is different: AI is becoming an operator. So, what does that mean for the data center? Our CEO Kash Shaikh joined Morgan Brennan on CNBC's Morning Call this morning to break it down. His point: agentic AI doesn't just answer questions, it performs tasks, automates workflows, and runs 24/7. That expands infrastructure demand across the entire stack, and enterprises, governments, and neo cloud providers are racing to build AI factories to support it. That's where we come in. Our Full-Stack AI Factory Platform is built to deliver the best token economics and measurable ROI, with momentum reflected in strong Q3 results, new partnerships, and key customer wins. Last quarter, our AI-driven businesses grew more than 104% year over year, with backlog now extending multiple quarters. This shift is also reshaping hardware priorities. As Kash put it: "The way I would describe memory is that it is becoming the new compute, especially with agentic AI. We believe demand for memory will continue to increase, especially in the data center." Watch the full CNBC interview: https://lnkd.in/g9TKpXFe

📈 Q3 FY26: Record net sales, record Q3 operating income, another beat and raise to our full-year net sales and EPS outlook. Penguin Solutions delivered an exceptional quarter with record results, disciplined execution, and clear proof that our AI Factory Platform strategy is working. Key highlights: · Record net sales of $479 million, up 48% versus the year-ago quarter · Record Q3 GAAP operating income of $51 million, up 417% versus the year-ago quarter · Record Q3 Non-GAAP operating income of $64 million, up 67% versus the year-ago quarter · Non-GAAP diluted EPS of $0.84 versus $0.47 in the year-ago quarter, an increase of 79% “Penguin Solutions delivered a record quarter, exceeding expectations for both net sales and EPS. This profitable growth acceleration demonstrates that our AI Factory Platform strategy is working. Our AI-driven businesses represented 74% of total company net sales and grew 104% year over year,” said Kash Shaikh, President and CEO of Penguin Solutions. Read the full results and webcast: https://lnkd.in/g_ymAVem #PenguinSolutions #AIFactory #ArtificialIntelligence #AIInfrastructure #Earnings #Memory