Aug. 12 at 2:44 PM
$SMCI vs the AI infrastructure field 👀🔥
While competitors fight for incremental growth, Supermicro is operating at hyperscale speed.
🚀 Q4 revenue:
$11.12B — +93% YoY
🚀 FY27 guide:
$65B–
$72B
🚀
$60B+ new orders + RECORD backlog
🚀 Hundreds of new enterprise customers
🚀 Direct exposure to the
$NVDA /
$AMD AI compute arms race
$DELL and
$HPE are diversified legacy giants. SuperMicro is the pure-play AI infrastructure rocket built around accelerated computing, rack-scale integration and liquid cooling.
And here’s the crazy part: Wall Street is STILL debating valuation while SMCI is talking about potentially
$72 BILLION in annual revenue.
The peers have size. SMCI has velocity. 🔥
When the market finally prices that growth correctly, today’s valuation could look ridiculous.
🐂 SuperMicro— the AI infrastructure re-rating is just getting started. 🚀