Backlog Surge Triggers After-Hours Rally for Super Micro
TL;DR Summary
Super Micro Computer jumped in after-hours trading after flagging a record backlog above $60 billion and guiding for stronger gross margins (15%–17%), driven by AI-server demand powered by Nvidia chips; the company also said Q4 revenue would be at the low end of prior guidance ($11B–$12.5B) as it continues cost controls and capitalizes on AI growth.
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