Supermicro set to unveil Q4 results amid AI data-center push

Supermicro (SMCI) is due to report fourth-quarter results after the bell, following a positive preliminary update that boosted shares. The company guided Q4 margins of 15%–17% (above prior 8.2%–8.4%), with orders exceeding $60 billion, and Bloomberg estimates call for about $1.33 in adjusted EPS on roughly $11.2 billion in revenue, up from $0.41 and $5.7 billion a year ago. The AI-data-center buildout includes plans with SpaceX and xAI, and the company has raised up to $7 billion in equity-linked financing while navigating a regulatory independent investigation into export controls.