Super Micro Computer Rallies After Raising Full-Year Revenue Guidance to $40 Billion From $33 Billion
Super Micro Computer(US:SMCI) Yahoo Finance·2026-02-04 15:28Quick Read Super Micro Computer (SMCI) delivered Q2 revenue of $12.7B, up 123%. SMCI raised its full-year guidance to at least $40B from $33B. Super Micro’s revenue beat came from $12B in delayed design wins that finally materialized from prior quarters. Surging demand for liquid-cooled AI servers built on Nvidia (NVDA) and AMD (AMD) platforms drove Super Micro’s growth. Investors rethink 'hands off' investing and decide to start making real money Yesterday we were watching whether Super Micro Co ...