Aug. 28 at 4:02 PM
$SMCI 🚨 — AI INFRASTRUCTURE IS MOVING DIRECTLY INTO SUPERMICRO’S SWEET SPOT.
Cisco + NVIDIA + Supermicro are expanding Cisco’s Secure AI Factory, pairing Cisco networking with SMCI liquid-cooled servers for NVIDIA’s next-gen Vera Rubin NVL72 and HGX Rubin NVL8.
Liquid-cooling penetration:
🔥 33% in 2025
🔥 53% in 2026
🔥 60% projected in 2027
Meanwhile, SMCI’s numbers:
💰 Q4 FY26 revenue:
$11.1B
💰 Q4 net income:
$1.18B
📈 Q1 FY27 guidance:
$14.5B–
$15.5B
🚀 FY27 guidance:
$65B–
$72B
$NVDA builds the engines.
$CSCO connects them. SMCI helps turn them into deployable AI factories.
Technology + financial growth are pointing in the same direction. 🔥
$AMD $SPY