Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.

AMD continues to grab market share from Intel in PC and server processors, a Wall Street analyst says. AMD stock rose Friday.

Today, Feb. 4, 2026, investors are weighing blockbuster AI-server growth against margin pressure, mixed ratings, and ...

Datacenter expansion, the tendency toward industry standards, and consumer branding preferences are key growth drivers for this industry. Dell, HP, and Super Micro Computer are key players in the ...

Based on the table above, Supermicro’s revenue was predominantly driven by the Server and Storage Systems segment as it accounted for 94.4% of total revenue in 2023. The segment showed an average ...

Super Micro Computer (NasdaqGS:SMCI) reports strong revenue growth and rising demand for its AI server and data center solutions. The company highlights ongoing pressure on gross profit margins, which ...

Super Micro Computer’s SMCI third-quarter fiscal 2024 results, scheduled to be released on Apr 30, are likely to reflect strength in its Server and Storage Systems segment. The segment has been the ...

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 10 AI Stocks to Keep on Your Radar. On February 4, Barclays analyst ...

March 18 (Reuters) - Super Micro Computer, which joins the S&P 500 on Monday, enjoys a rare advantage among server makers that are trying to tap the generative AI boom - close ties with Nvidia that ...