Super Micro Soars on Q4 Blowout and FY2027 Revenue Guidance Well Above Consensus
Record backlog and >$60B in new orders drove SMCI’s after-hours jump. FY2027 revenue guided to $65–72B, far above the $52.5B consensus.
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Super Micro Shocks Market with Record $60B Orders and Sharply Higher Profit Margins
Super Micro expects gross margins nearly double previous guidance at 15-17%. Strong AI demand pushes backlog to record levels.
Evercore ISI Boosts Dell Price Target to $500, Cites Diversifying AI Demand
Stronger AI server demand, NVIDIA integration, and enterprise focus drive optimism amid supply constraints.
Super Micro Offices Raided in Taiwan as Chip Smuggling Probe Widens
Taiwan raided Super Micro offices on June 29, 2026, as part of an expanding investigation into alleged smuggling of Nvidia AI chips to China.
Dell and Super Micro Launch Nvidia Vera Rubin AI Servers, Sparking Fresh Market Buzz
Early shipments and bullish analyst targets signal strong 2026 growth.
Supermicro Raises $7 Billion to Fuel Massive AI Server Orders
Supermicro announced a $7 billion equity and equity-linked offering to fund $39 billion in new AI server orders from over 20 customers.