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Super Micro Just Doubled Its Margins: Rewriting the AI Playbook? - Super Micro Computer (NASDAQ:SMCI)
Super Micro's gross margin nearly doubled even as revenue landed at the low end of guidance, raising questions on AI infra valuations.
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channelnewsasia.com
Super Micro expects stronger quarterly margins, shares jump
July 21 : Super Micro Computer said on Tuesday it expects to post fourth-quarter gross margins above its previous forecast, driving its shares up 16 per cent in after-hours…
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Super Micro sees strong margins, books $60 billion in orders; shares jump
July 21 : Super Micro Computer said on Tuesday it had secured more than $60 billion in new orders in the fourth quarter, and now expects gross margin to exceed its previous…
