Supermicro Guides Fiscal 2027 Sales Up to $72B on AI Backlog
Super Micro Computer’s AI infrastructure exposure remains a key growth driver. The company guided fiscal 2027 sales of $65 billion to $72 billion and first-quarter sales of $14.5 billion to $15.5 billion. It highlights early availability of new AI systems integrated with NVIDIA, AMD and Intel chips, while Dell and Hewlett Packard Enterprise compete in the space. Shares are up 20.1% year to date, with earnings estimates implying 22% and 18.7% growth.