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StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
Joined June 2024
124 Following    4.6K Followers
Supermicro now expects fiscal Q1 2027 revenue of $18.5–19.5 billion, well above its original guidance of $14.5–15.5 billion. The company cited stronger demand for AI platforms. Gross margin is expected to reach 12.0%–12.5%, above the 10.4%–10.8% previously forecast. Supermicro attributed the improvement to customer and product mix. The figures for the quarter ended Sept. 30 are preliminary and unaudited. Full results are due Nov. 3.
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