Super Micro guides FY27 Q1 revenue to $18.5–19.5B on AI demand, crushing prior guidance
firstadopter · x · 2026-10-21
Investor firstadopter rounds up AI infra tailwinds: Super Micro guided FY2027 Q1 revenue to $18.5–19.5B versus prior guidance of $14.5–15.5B, citing surging AI platform demand.
- He also points to SpaceX's 2027 AI infra buildout plans — incredible even at 7GW rather than 10GW, all on Nvidia GPUs.
- The attached chart shows AI-exposed names rallying: DELL +5.51%, SPCX +4.11%, NVDA +2.35%, DRAM ETF +2.22%, SMH +1.91%.
Related event: Super Micro Guides Q1 Revenue Up to $19.5B, Shares Surge(2 posts)→
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