Business
Super Micro's sales quadrupled to $19.9 billion and it raised its year to $82 billion. One customer was 44% of it
Super Micro reported preliminary fiscal Q1 revenue of $19.9 billion, up 298%, and lifted its full-year forecast to $72–82 billion on AI rack demand. The fine print matters as much as the headline. Margins are down sharply, operating cash flow was negative, and a single data center customer bought 44% of everything it sold.