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Super Micro AI Server Boom Fuels Optimism for Tech Hardware and NVDA

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The Story

News Summary

  • Super Micro Computer reported 78% revenue growth in FY26 and secured a record $60 billion in Q4 orders.
  • AI infrastructure accounts for over 80% of expected revenue, signaling robust enterprise demand and strong continued momentum for the AI hardware supply chain.
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NVDA price history

218.29 +19.87% over the displayed period

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