Super Micro expects fiscal Q1 2027 revenue of $18.5–19.5 billion, far above its previous $14.5–15.5 billion outlook, due to strong demand for AI platforms; the figures are preliminary and unaudited. The author argues this strengthens the case for Nvidia, since Super Micro puts Nvidia's Blackwell platforms first in its AI lineup, and Nvidia has beaten its own revenue outlook in each of the last two quarters. Nvidia forecasts fiscal Q3 revenue of $108.0 billion (±2%), while its data center revenue rose 117% year over year to $89.0 billion in fiscal Q2. The stock, near $220, trades at about 14 times analysts' average fiscal 2028 earnings estimate, and the article notes growth could fade fast if the largest AI spenders pull back.
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NVDAartificial intelligencedata centersearnings
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NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/21/2026 | 221.97 |
| Change that session | +2.54% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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