Supermicro +11% $SMCI Preannounced F1Q27 revs/GMs (full results 11/3) well above guidance: revenue of $18.5-19.5B (vs $14.5-15.5B guide) and GM of 12-12.5% (vs 10.5-10.8% guide) on increased demand for AI platforms. They don't disclose any of their customers but mgmt characterized recent demand as mainly emerging neoclouds and cloud service providers, as well as some enterprise. Read through is strength in the neocloud/AI lab buildout.
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