$SUPER MICRO COMPUTER INC(SMCI)$ SuperMicro just raised its Q1 revenue guidance from $14.5B–$15.5B to $18.5B–$19.5B. The new midpoint is $19 billion, which is 26.7% above the prior guidance and about $4.1 billion above Wall Street's consensus estimate. If that holds, it implies up to $78 billion in annualized revenue.
There's been a lot of talk about AI slowing down, but SuperMicro just lifted its quarterly revenue outlook by $4 billion. That looks like real AI infrastructure demand showing up in guidance, not hype.
If margins and execution follow, the market may have to seriously rethink SuperMicro's valuation. The numbers seem to be making the case here. $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Dell Technologies Inc.(DELL)$
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