AI
Latest Pulse
- Aug 11, 2026Super Micro Guides to $72B Revenue on AI Server DemandSuper Micro Computer posted fiscal Q4 revenue of $11.1 billion and guided fiscal 2027 revenue as high as $72 billion, well above Wall Street's $54.4 billion consensus, on record AI server backlog.→
- Jul 21, 2026Super Micro Surges 15% on New Order Tied to SpaceXSuper Micro shares jumped 15% after disclosing a new order and improved margin outlook tied to a SpaceX-linked announcement, showing how tightly server supply chains are tethered to a few mega-cap customers.→
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AIFY27 revenue guide: $65B-$72B
Super Micro Guides to $72B Revenue on AI Server Demand
Super Micro Computer posted fiscal Q4 revenue of $11.1 billion and guided fiscal 2027 revenue as high as $72 billion, well above Wall Street's $54.4 billion consensus, on record AI server backlog.
DEEP DIVE
IPO
Super Micro Surges 15% on New Order Tied to SpaceX
IPO
Super Micro Surges 15% on New Order Tied to SpaceX
Super Micro shares jumped 15% after disclosing a new order and improved margin outlook tied to a SpaceX-linked announcement, showing how tightly server supply chains are tethered to a few mega-cap customers.