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Super Micro Computer, Inc.

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X4A MarketWire @marketwire

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

X4A MarketWire @marketwire

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

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ARTICLE 5 MIN READ
ARTICLE · 5 MIN READ

Foxconn’s Silent Reckoning: From Assembly Lines to AI Backbone | $FITGF

In the high-stakes arena of AI infrastructure, where hyperscalers are pouring hundreds of billions into data-center buildouts, one name keeps surfacing in the most strategic deals yet rarely commands the multiple it arguably deserves: Foxconn. Traded over-the-counter as $FITGF (with its parent Hon Hai Precision Industry listed as TW:2317), the company is no longer the pure-play iPhone assembler of legend. It is quietly positioning itself as a full-spectrum AI infrastructure manufacturer: servers, racks, interconnects, and even the orbital connectivity layer that will keep tomorrow’s models talking to the edge.
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