Supermicro just revealed a $36 billion sales outlook for 2026 — and I’ll break down why this could be the most overlooked AI hardware story of the year.
Super Micro Computer (SMCI 3.41%) just projected up to $11 billion in next-quarter sales and a minimum of $36 billion for fiscal 2026. Investors are watching closely as the company turns short-term margin pressure into a setup for major growth in the AI hardware race.
Stock prices used were the market prices of Nov. 10, 2025. The video was published on Nov. 11, 2025.
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