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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.
가입 June 2024
124 팔로잉 중    4.6K 팬
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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