WS #12591

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Super Micro's gross margins unexpectedly double to 15-17%, driving stock surge and lifting Dell. Nvidia confirms Vera Rubin on schedule, Wistron opens Texas factory for Blackwell servers, reinforcing AI capex cycle.

Super Micro Margin Surprise

Super Micro's gross margins unexpectedly double to 15-17%, driving stock surge and lifting Dell.

Nvidia confirms Vera Rubin on schedule, Wistron opens Texas factory for Blackwell servers, reinforcing AI capex cycle.

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