Super Micro says Q4 orders have topped $60B and expects gross margins of 15% to 17%, up from its prior forecast of 8.2% to 8.4%; SMCI jumps 13%+ after hours
THE SO WHAT
$60B in Q4 orders and nearly doubling margin guidance shows AI server demand is still outpacing most forecasts. If you're a downstream infra buyer, expect continued lead-time pressure and consider locking in multi-quarter capacity and pricing where you can.
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