Super Micro Computer aims to produce up to 8,000 racks per month! Will the margin suffer?
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Expectations significantly exceeded: Revenue reached $19.9 billion in Q1 2027, and the adjusted EPS stands at $1.81, above the expected $1.23 Margin picture with two sides: The adjusted gross margin climbed 330 basis points to 12.8%, but declined noticeably sequentially Technological expansion: The new Nvidia Vera CPU rack and the Nokia partnership aim for agentic AI workloads and edge networks Super Micro Computer (SMCI) has surpassed analysts' consensus estimates for Q1 of fiscal year 2027, recording a post-market share increase of...
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