Data Center Infrastructure
Penguin Solutions
Penguin Solutions is a provider of memory and AI infrastructure solutions for enterprises, sovereign AI initiatives, and neocloud providers, offering pre-validated GPU cluster architectures (including NVIDIA DGX B300 and RTX PRO 6000-based systems) and its ClusterWareAI software for managing AI factory operations. Q3 fiscal 2026 net sales hit a record $479 million, up 48% year-over-year, with AI-driven businesses now 74% of sales and growing 104%; the company raised full-year 2026 guidance to about 22% net sales growth as Integrated Memory sales more than doubled and its customer base diversified away from hyperscaler concentration.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Dell Technologies
“Recognized as Dell Technologies Global Alliances Americas AI Partner of the Year, highlighting Penguin s role in delivering full-stack AI Factory Platforms that combine infrastructure software, advanced memory technologies, compute systems, and services.”
SEC 8-K exhibit (0001616533-26-000041) · Jul 7, 2026
Mentions NVIDIA
“Became an NVIDIA AI Factory Specialized Partner, recognizing Penguin s expertise in designing, building, deploying, and managing full-stack AI factory infrastructure for enterprise, sovereign AI, and neocloud environments.”
SEC 8-K exhibit (0001616533-26-000041) · Jul 7, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
4 sources · 1 government/SEC filing · 63% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Penguin Solutions FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- BusinessWire — Penguin Solutions offers pre-validated AI clusters with NVIDIA DGX B300 GPUs54% source confidence
- HPCwire — Penguin Solutions expands ClusterWareAI with AI-driven operations50% source confidence
- BusinessWire — Penguin Solutions Reports Q3 Fiscal 2026 Financial Results54% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Penguin Solutions depends on below, and who depends on Penguin Solutions above — click any node to make it the new center, 3 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.