Super Micro Computer Q4 Preliminary Results Announced
Super Micro Computer (NASDAQ: SMCI) expects fourth-quarter revenue for fiscal 2026 to be at the lower end of its previous guidance, estimating between $11 billion and $12.5 billion. However, the company anticipates gross margins to be between 15% and 17%, nearly doubling earlier projections. Notably, Super Micro reported over $60 billion in new orders during Q4, highlighting a record backlog and strong demand for its AI-oriented infrastructure solutions.
These results reflect Super Micro’s significant operational improvements and increased profitability, creating a positive outlook for Nvidia (NASDAQ: NVDA). Super Micro’s enhancements in margin and order volume suggest a healthy demand for Nvidia’s GPUs, further supporting the growth of AI infrastructure.
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