Super Micro Computer said preliminary September-quarter revenue should be $18.5 billion to $19.5 billion, above prior guidance of $14.5 billion to $15.5 billion. It forecast $19.5 billion to $21.5 billion for the December quarter and announced a collaboration with SambaNova on inference racks.
Super Micro Computer said on October 20 that preliminary September-quarter revenue should be $18.5 billion to $19.5 billion. That compares with the company's earlier guidance of $14.5 billion to $15.5 billion for the period, which is the first quarter of fiscal 2027.
Super Micro forecast revenue of $19.5 billion to $21.5 billion for the quarter ending in December, which exceeded analysts' estimates. Analysts had expected sales of $16.35 billion for that quarter.
Super Micro announced a strategic collaboration with SambaNova on November 3 to build inference racks pairing SambaNova SN50 chips with NVIDIA GPUs. SambaNova said the work would start with a plan for 10,000 chips.
