Is this your company? Get featured or correct your listing →
Recent changes
- Aug 11, 2026Aug 11, 2026Super Micro Guides to $72B Revenue on AI Server Demand Pulse story
- Jul 21, 2026Jul 21, 2026Super Micro Surges 15% on New Order Tied to SpaceX Pulse story
- Jul 21, 2026Jul 21, 2026Super Micro Surges 15% on New AI Server Orders Tied to SpaceX Pulse story
Latest Pulse
- Sep 14, 2026Chips Sank And Hyperscalers Rose On Amodei's AI EssayMarkets repriced the AI trade along a single fault line after Dario Amodei's pacing essay: semiconductor names fell hard while Alphabet, Microsoft and Meta gained.→
- Sep 13, 2026Why The AI Bosses Started Warning About AIA cluster of safety warnings from the people running the largest AI labs arrived within days of each other, and the reasons are commercial, regulatory and technical at once rather than a single change of heart.→
- Sep 2, 2026Dell's AI Order Backlog Hits a Record $95BDell posted a record $60.9 billion in AI server orders and raised full-year guidance well above Wall Street's prior estimate, extending a rally that has lifted the stock about 20% in a month.→
- Aug 24, 2026Taiwan Indicts 9 Over Nvidia AI Server SmugglingTaiwan's Keelung prosecutors indicted nine people, including a distribution manager at Nvidia's Taiwan office, over an alleged scheme to illegally resell Super Micro AI servers with Nvidia B300 GPUs to buyers in China.→
- Aug 13, 2026Lenovo Posts Record Quarter as AI Revenue Jumps 60%Lenovo posted an all-time quarterly revenue high of $26.9 billion with AI-related sales up 60% year-on-year, sending its Hong Kong-listed shares to a record and reigniting the read-through trade for Nvidia demand.→
- Aug 12, 2026Cisco Stock Falls Despite Record Earnings on AI Order SurgeCisco reported record fourth-quarter revenue of $17.25 billion and $4 billion in AI orders from hyperscalers, but shares fell nearly 5% after hours as hardware-heavy orders dragged margin guidance down.→
- Aug 11, 2026Super Micro Guides to $72B Revenue on AI Server DemandSuper Micro Computer posted fiscal Q4 revenue of $11.1 billion and guided fiscal 2027 revenue as high as $72 billion, well above Wall Street's $54.4 billion consensus, on record AI server backlog.→
- Jul 28, 2026Taiwan Detains Nvidia Employee In Chip Smuggling ProbeTaiwan's Keelung District Prosecutors Office detained a senior Nvidia business-development manager as part of an expanding investigation into AI chip smuggling to China, tied to allegedly falsified paperwork for exporting servers.→
- Jul 21, 2026Super Micro Surges 15% on New AI Server Orders Tied to SpaceXSuper Micro shares jumped 15% after disclosing new AI server orders topped $60 billion and gross margins would nearly double, with CEO Charles Liang citing a new gigawatt data center build with SpaceX and xAI.→
- Jul 21, 2026Super Micro Surges 15% on New Order Tied to SpaceXSuper Micro shares jumped 15% after disclosing a new order and improved margin outlook tied to a SpaceX-linked announcement, showing how tightly server supply chains are tethered to a few mega-cap customers.→
Coverage Timeline
newest firstAll Coverage
REGULATION
Taiwan Indicts 9 Over Nvidia AI Server Smuggling
Taiwan's Keelung prosecutors indicted nine people, including a distribution manager at Nvidia's Taiwan office, over an alleged scheme to illegally resell Super Micro AI servers with Nvidia B300 GPUs to buyers in China.
DEEP DIVE
Super Micro Surges 15% on New AI Server Orders Tied to SpaceX
IPO+15% on $60B orders
Super Micro Surges 15% on New AI Server Orders Tied to SpaceX
Super Micro shares jumped 15% after disclosing new AI server orders topped $60 billion and gross margins would nearly double, with CEO Charles Liang citing a new gigawatt data center build with SpaceX and xAI.
Related Companies
Same sector