Super Micro logs record revenue from AI demand, and the stock surges

Core Insights - Super Micro's revenue surged to $12.7 billion as previously delayed orders were fulfilled, indicating a strong demand recovery in the market [1] - Despite the revenue growth, the company faced aggressive competition and rising costs, which resulted in a significantly reduced gross margin of 6.3% [1] Revenue Performance - The company's revenue reached $12.7 billion, reflecting a substantial increase due to the realization of delayed orders [1] - This revenue growth suggests a positive trend in order fulfillment and market demand [1] Margin Analysis - Gross margins were reported at a narrow 6.3%, highlighting the impact of competitive pressures and increasing operational costs [1] - The thin margin indicates potential challenges in maintaining profitability amidst rising expenses [1]