Supermicro lifts preliminary quarterly sales range well above its earlier forecast
Super Micro Computer ($SMCI) now expects fiscal first-quarter revenue of $18.5–19.5 billion, substantially above its earlier $14.5–15.5 billion forecast. Preliminary gross margin is expected to fall between 12% and 12.5%, compared with previous guidance of 10.4–10.8%. The company attributed the stronger outlook to demand for AI infrastructure and a more favorable product mix during the quarter ended September 30. The revisions indicate materially higher anticipated sales and profitability than m
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