Supermicro Delivers Record Q1 Results, Raises FY27 Revenue Outlook to as Much as $82 Billion
Supermicro reported $19.9B in Q1 revenue and $1.81 non-GAAP EPS, then lifted its FY27 outlook, sending shares higher.
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Super Micro Lifts Q1 Revenue Outlook to $18.5–$19.5 Billion on Strong AI Server Demand
Super Micro expects Q1 revenue of $18.5-19.5B, well above guidance, on strong AI server demand. Gross margins also improve to 12-12.5%.
Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
Oracle Spending Hold Lifts Server and Rack Stocks
Oracle kept its $90–95B AI capex plan as Microsoft targets 38 GW by 2032. HPE and Dell jumped on the infrastructure read-through.
Cisco and Supermicro Partner to Deliver Rack-Scale AI Infrastructure with NVIDIA
Cisco and Supermicro are joining forces to make powerful, secure AI systems easier for companies to deploy and manage.
Supermicro Completes Independent Investigation into March 2026 Export-Control Matter
No evidence of senior management knowledge or company-level wrongdoing found.