Yahoo Finance·2025-10-29 00:31Core Insights - Super Micro Computer Inc has set new world records in the STAC-M3 financial analytics benchmark through collaboration with Intel and Micron, showcasing its high-performance computing capabilities for quantitative trading [1][2] - The company has launched new Petascale servers powered by Intel Xeon 6 processors and Micron 9550 NVMe SSDs, achieving top benchmark results while optimizing space and CPU core usage [2][3] - Supermicro's stock has increased by 72% year-to-date, outperforming the Nasdaq 100 index, as its AI servers gain traction as a key supplier to Nvidia [3] Financial Performance - Supermicro has revised its first-quarter revenue forecast to approximately $5 billion, down from a previous range of $6–$7 billion, due to delivery timing shifts on over $12 billion in design wins expected in the next quarter [5] - The company is targeting $33 billion in revenue for fiscal 2026, driven by rising demand for its liquid-cooled systems [6] Product Development - Supermicro is expanding its server portfolio with the introduction of the MicroBlade multi-node system powered by AMD EPYC 4005 processors, aimed at helping cloud providers and enterprises modernize data centers with improved density and efficiency [4]