Aug. 13 at 12:29 PM
$SMCI $LNVGY $DELL 🚀 Lenovo just gave AI infrastructure bulls another MASSIVE confirmation.
🔥 Revenue:
$26.9B, +43% YoY vs.
$22.53B expected
🔥 Adjusted profit:
$1.1B, +176% vs.
$716M expected
🔥 AI revenue: +60%, now 35% of total revenue
🔥 Lenovo shares: +20%
This matters for SMCI. Lenovo’s results show AI servers, GPUs and infrastructure demand isn’t slowing, it’s accelerating across the industry.
And look at the read-through: the article specifically notes DELL gaining following Supermicro’s results.
When Lenovo, Dell AND Supermicro are all benefiting from the AI infrastructure buildout, the “AI spending is about to collapse” bear thesis gets harder to defend.
The difference? SMCI is still being valued like the market doesn’t believe the growth story.
Lenovo’s blowout is another data point saying AI infrastructure demand is REAL. That’s bullish for SMCI.🔥🚀