One Stop Systems introduced a new line of PCIe 6.0 CopprLink cable adapters—model HIB6110 and HIB6310—at the SuperComputing Conference in St. Louis. The adapters deliver ultra‑low latency and high bandwidth, with the HIB6110 supporting up to 256 GB/s and the HIB6310 up to 1,024 GB/s. The 4UPro‑Max expansion accelerator, an extension of the company’s 4UPro family, can host up to eight 675‑W dual‑width accelerators in a single 4‑U chassis, enabling customers to build denser, higher‑performance systems for AI training, inference, and high‑performance computing workloads.
The product launch follows a strong Q3 2025 earnings report. Consolidated revenue rose 36.9% year‑over‑year to $18.8 million, and gross margin improved to 35.7% from a negative 12.5% in Q3 2024, largely due to the elimination of prior‑year inventory charges and a more profitable product mix. Net income turned positive at $0.3 million, and adjusted EBITDA reached $1.2 million. Management raised its full‑year 2025 revenue guidance to $63–$65 million from $59–$61 million and reiterated expectations of positive annual EBITDA.
The earnings beat can be attributed to disciplined cost management and a favorable product mix. The company’s focus on high‑margin PCIe expansion products, combined with the elimination of one‑time inventory write‑downs, lifted gross margin and offset modest increases in operating expenses. Revenue growth was driven by strong demand in both the commercial and government segments, with the new PCIe 6.0 adapters positioned to capture the expanding AI and edge‑computing markets.
Analysts had projected Q3 2025 revenue of $16.24 million and EPS of $0.01. The company exceeded both expectations, reporting $18.8 million in revenue and a GAAP net income of $0.3 million, translating to an EPS of $0.01. The beat reinforced confidence in the company’s execution and its ability to capitalize on the growing demand for high‑bandwidth, low‑latency compute solutions.
CEO Mike Knowles emphasized the strategic significance of the launch: “For over 20 years, OSS has been first to market with the latest generation PCIe large‑scale expansion products, leading our customers into each new wave of high‑performance compute and storage. With our new PCIe 6.0 cable adapters and the 4UPro‑Max, we are once again extending that leadership.” The announcement signals OSS’s continued focus on delivering rugged, enterprise‑class compute solutions that combine extreme performance with durability for defense, industrial, and edge‑AI applications.
The combination of a product launch that meets the bandwidth demands of next‑generation AI accelerators and a strong earnings performance positions One Stop Systems to capture a larger share of the high‑growth AI/HPC market. The raised revenue guidance reflects management’s confidence in sustained demand, while the improved gross margin indicates that the company is successfully leveraging its high‑margin product mix and cost controls to drive profitability.
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