WS #12592
SMCI stock surges after-hours on doubled gross margins to 15-17%, lifting Dell and HP Enterprise on AI server demand. Nvidia confirms Vera Rubin on schedule, Wistron opens Texas factory for Blackwell AI servers, reinforcing AI capex cycle.
Super Micro Computer margin surprise
SMCI stock surges after-hours on doubled gross margins to 15-17%, lifting Dell and HP Enterprise on AI server demand.
Nvidia confirms Vera Rubin on schedule, Wistron opens Texas factory for Blackwell AI servers, reinforcing AI capex cycle.