Super Micro Computer forecasts first‑quarter revenue between $18.5 billion and $19.5 billion, a range that exceeds analysts’ average estimate of $15.23 billion and the company’s prior outlook of $14.5 billion to $15.5 billion. The company also raised its projected gross margin to 12 %–12.5 %, up from an earlier range of 10.4 %–10.8 % and above the consensus estimate of 10.15 %. Executives attribute the upward guidance to strong demand for AI‑focused data‑center servers.

The announcement sent Super Micro’s shares 11.3 % higher in after‑hours trading. Rival server manufacturers Dell and Hewlett Packard Enterprise saw gains of 3.5 % and 4.9 % respectively, while Nvidia, the dominant AI‑chip supplier, edged up 1.5 %.

Super Micro’s outlook reflects broader spending patterns among major technology firms. Microsoft, Google, Amazon and Meta are collectively projected to invest more than $700 billion in AI infrastructure this year, a figure that has positioned companies like Super Micro as key beneficiaries of the AI expansion.

The company appointed Mark Long, a former Western Digital executive, as chief financial officer, filling a position that has been open for nearly two years while the firm faced scrutiny over its financial and accounting practices.

Last week, shares of firms tied to AI data‑center buildouts declined after CoreWeave’s stock and bond sell‑off and concerns about higher interest rates potentially delaying returns for heavily leveraged operators. S&P Global noted that the world’s largest technology companies may be carrying more AI‑related liabilities than currently disclosed.