NewsHK
Against the backdrop of an accelerating capex cycle in AI infrastructure, order volumes at server and systems vendors have stretched to record lengths.
Super Micro Computer (SMCI) reported fiscal 2026 full-year revenue of $39.1 billion, a 78% year-over-year increase, and said it secured more than $60 billion in new orders by the end of its fourth quarter.
Management guided Q1 fiscal 2027 revenue at $14.5 billion to $15.5 billion, implying roughly 200% year-over-year growth at the midpoint, a figure that came in ahead of expectations.
SMCI stock has gained about 23% over the past month following the results. Q4 fiscal 2026 revenue reached $11.1 billion, up 93% year-over-year and 9% sequentially.
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