Key facts
- Super Micro Computer expects first-quarter revenue between $18.5 billion and $19.5 billion.
- Analysts' average estimate for first-quarter revenue was $15.23 billion.
- The company expects gross margins between 12% and 12.5%.
- Prior gross margin expectation was 10.4% to 10.8%.
- Analysts' estimate for gross margins was 10.15%.
Super Micro Computer expects its first-quarter revenue and profit margin to significantly exceed Wall Street estimates, driven by robust demand for AI data centers. The server maker anticipates revenue between $18.5 billion and $19.5 billion, surpassing analysts' average forecast of $15.23 billion and its own previous guidance. The company also projects gross margins in the range of 12% to 12.5%, up from prior expectations and analyst estimates. This surge is attributed to strong customer demand and a favorable product mix. Big Tech companies like Microsoft, Google, Amazon, and Meta are expected to invest over $700 billion in AI infrastructure this year, benefiting firms such as Super Micro.