AI Servers
SUPER MICRO COMPUTERSMCI.US
Founded in 1993 and based in San Jose, Supermicro builds high density, high efficiency servers and storage systems used in AI training, cloud computing and data centers. It became one of the fastest growing names in AI infrastructure hardware, though its stock has swung sharply on both AI demand headlines and past accounting concerns.
CEO Charles Liang · Founded 1993 · HQ San Jose, USA · Exchange NASDAQ · Website supermicro.com
Bull 2Watch 1
Predictions & track record (3)
- Awaiting grading Supermicro says next year it will sell 1.75 times this year's revenueScore at the August 2027 annual results whether Supermicro's FY2027 revenue clears the $65 billion low end of its guidance.
- Awaiting grading Supermicro shares jump 20% on record $60 billion order backlog despite soft revenueCheck Supermicro's audited fourth quarter and fiscal 2026 results on August 11, 2026, to see if the 60 billion dollar backlog and 15 to 17 percent margin guidance hold up.
- Awaiting grading Foxconn cracks the Dell-Supermicro server duopoly with a $52B SpaceX AI orderScore when Hon Hai reports 2026 H2 results or updates guidance: did it raise its outlook citing AI-server orders like this SpaceX deal?
3 related posts
- Watch Supermicro says next year it will sell 1.75 times this year's revenue Serenity (@aleabitoreddit) · 2026-08-11
- Bull Supermicro shares jump 20% on record $60 billion order backlog despite soft revenue The Kobeissi Letter (@KobeissiLetter) · 2026-07-21
- Bull Foxconn cracks the Dell-Supermicro server duopoly with a $52B SpaceX AI order Jukan (@jukan05) · 2026-07-19