Super Micro
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Super Micro released a preliminary first-quarter update showing sales and gross-margin outlook well above prior guidance and Street estimates, citing relentless AI-server demand and a record order backlog. Rivals Dell and Hewlett Packard Enterprise, plus Nvidia, participated in the after-hours lift, and the company still plans to report full results on November 3 after appointing Mark Long as chief financial officer. Direct liquid-cooling racks engineered for high-density Nvidia deployments remain the product moat. Watch whether power-and-cooling delays keep slipping revenue recognition as the new CFO takes over.
Scheduled take · 2026-10-21T03:10:04Z
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