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Tag

Super Micro Computer

4 articles

Dell, HPE Earnings Validate AI Server Demand Surge
Research & Analysis38d ago
Dell, HPE Earnings Validate AI Server Demand Surge
Record backlogs and margin expansion at Dell and HPE confirm sustained enterprise AI infrastructure spending, though Super Micro faces credibility headwinds.
Taiwan Indicts Nine Over AI Server Smuggling to China
World47d ago
Taiwan Indicts Nine Over AI Server Smuggling to China
Taiwan's Keelung District Prosecutors Office charged nine people, including Nvidia and Super Micro employees, after 74 servers with advanced chips were illegally shipped to China.
Super Micro's Pre-Earnings Rally Exposes AI Server Demand and NVIDIA Dependency Risk
Research & Analysis60d ago
Super Micro's Pre-Earnings Rally Exposes AI Server Demand and NVIDIA Dependency Risk
SMCI shares rose 4 percent ahead of its Aug. 11 fiscal Q4 2026 report, as investors weigh a record $60 billion backlog and margin recovery against structural NVIDIA supply-chain risk.
Super Micro, CoreWeave Rally on AI Demand; H&R Block Jumps on FY27 Outlook
U.S. Equities60d ago
Super Micro, CoreWeave Rally on AI Demand; H&R Block Jumps on FY27 Outlook
Super Micro beat Q4 estimates and issued strong Q1 guidance; CoreWeave posted 112% revenue growth and a $104 billion backlog; H&R Block surged on its FY27 forecast.