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Super Micro Computer on Pulse

Semiconductors

The full thread of our Super Micro Computer coverage — a running record of every development we've tracked, with the VC take on each.

2
Stories
1
With a headline figure
Jul 21, 2026
Since

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Coverage Timeline

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  1. Aug 11, 2026AISuper Micro Guides to $72B Revenue on AI Server DemandFY27 revenue guide: $65B-$72B→
  2. Jul 21, 2026IPOSuper Micro Surges 15% on New Order Tied to SpaceX→

All Coverage

AI· Aug 11, 2026

Super Micro Guides to $72B Revenue on AI Server Demand

Illustration for: Super Micro Guides to $72B Revenue on AI Server Demand
AIFY27 revenue guide: $65B-$72B

Super Micro Guides to $72B Revenue on AI Server Demand

Super 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.

Aug 11, 2026DEEP DIVE
IPO· Jul 21, 2026

Super Micro Surges 15% on New Order Tied to SpaceX

Illustration for: Super Micro Surges 15% on New Order Tied to SpaceX
IPO

Super Micro Surges 15% on New Order Tied to SpaceX

Super 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.

Jul 21, 2026
@Trace_Cohen·t@nyvp.com