Super Micro sees up to $19.5B quarterly revenue as AI demand jumps

Super Micro Computer said it expects revenue of $18.5 billion to $19.5 billion for the quarter ending September 30, the first period of its fiscal 2027 and about $4 billion above the midpoint of its previous guidance. The server maker, which builds AI data-center systems with chips from Nvidia and AMD, raised its gross-margin forecast to 12.0% to 12.5% from 10.4% to 10.8%, citing a better customer and product mix. It also reported a record order backlog above $60 billion. The forecast comes amid allegations that its AI servers were illegally shipped to China; Super Micro has not been charged, and an independent investigation found no evidence senior leadership knew of the alleged scheme beforehand.