
Hardware
•2 min read
Super Micro Reports Preliminary Q1 Sales of $18.5B to $19.5B, Beating $15B Estimate
Zubiqo Take
“Moving nearly $19B worth of Nvidia-packed server racks in a single quarter proves the AI infrastructure buildout is still running hot, even if 12% gross margins remind everyone that assembling the boxes is a brutal volume game.”
AI: BullishMag 7
Bloomberg