Super Micro sees up to $19.5B quarterly revenue as AI demand jumps

Super Micro Computer (SMCI) expects its quarterly revenue to hit $18.5 billion to $19.5 billion, about $4 billion above the midpoint of its previous guidance. This stronger outlook led to a surge of almost 16% in after-hours trading, with demand for AI data center infrastructure driving even more growth. Beat measured in billions, not percentages Super Micro Computer expects quarterly revenue to exceed its earlier forecast by a wide margin, with preliminary figures at approximately $4 billion above the midpoint of its guidance. Results cover the three months ending September 30, representing the first quarter of the company’s 2027 fiscal year. Analysts had previously dropped predictions that had expected revenue figures of around $15 billion and Super Micro’s preliminary figures had come in well above these estimates.

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