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Tag

Super Micro Computer

3 articles

World7d 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.

Research & Analysis20d 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.

U.S. Equities20d 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.