Super Micro Computer reported impressive Q3 2026 results with revenues of $10.24 billion, a 123% increase year-over-year, and a non-GAAP gross margin of 10.1%, surpassing analyst forecasts. The company projects even stronger Q4 revenue between $11 billion and $12.5 billion, with an adjusted EPS midpoint of $0.72, indicating sustained demand. Growth in its DCBBS and software segments suggests potential for margin expansion and higher valuation through 2027-2030, highlighting solid business fundamentals and positive future outlook.
Super Micro Computer has expanded its Rear Door Heat Exchanger (RDHx) portfolio, enhancing its liquid cooling solutions for high-density AI and HPC data centers. The new lineup includes ten models with cooling capacities from 10kW to 120kW per rack, ...
Dell Technologies' stock surged 248% from December 2025 to July 2026, driven by a massive 87.5% revenue increase and a 757% jump in AI-optimized server sales. This growth reflects a broader AI infrastructure boom benefiting semiconductor, networking,...
