Super Micro Q1 Revenue Jumps 298% YoY to $19.95B on AI Servers, Lifts FY27 Guide to $72-82B

Super Micro posted fiscal Q1 revenue of $19.95B, up 298% YoY from $5.0B and $3.56B above the $16.39B consensus, as Nvidia-powered AI server shipments continued to ramp. The company guided Q2 to $19.5-21.5B (vs. $17.14B consensus) and raised its fiscal 2027 outlook to $72-82B from $65-72B, with GAAP net income of $1.59B and diluted EPS of $1.75. SMCI jumped more than 7% after hours, dragging Dell and HPE sentiment with it.