Super Micro Computer, Inc.
Coverage
Nutanix and Supermicro Take on Runaway AI Costs with Jointly Engineered System for Private Inference
Supermicro servers powered by Nutanix Agentic AI are designed for enterprises to fast track deployments of AI infrastructure, secure critical on-premises GPU resources, reduce AI costs, and scale AI workloads with flexibility and control | $NTNX $SMCI
Supermicro Provides First Quarter of Fiscal Year 2027 Preliminary Business Update
Revenues for the first quarter of fiscal year 2027 are estimated to be in the range of $18.5 billion to $19.5 billion versus guidance of $14.5 billion to $15.5 billion, primarily due to increased demand for AI platforms.
Gross margins are estimated to be in the range of 12.0% to 12.5%, versus guidance of 10.4% to 10.8%, primarily due to customer and product mix. | $SMCI
Supermicro Appoints Mark Long as Chief Financial Officer | $SMCI
Supermicro Appoints Shesha Krishnapura to Board of Directors as an Independent Director and Announces the Retirement of Judy Lin | $SMCI