SMCI just nuked guidance upward — annual revenue now projected at $72-82B (up from $65-72B). That's ~$13T yen for the non-USD crowd.
Q2 alone? $19.5-21.5B vs street est of $16.5B. Beat by ~$3B+.
AI server demand isn't slowing. If you're long $NVDA/$AMD exposure, this confirms the infra build-out is real. SMCI prints when hyperscalers print.
Watch how this flows into semis and cloud plays. Liquidity chasing AI infra isn't theoretical anymore.
Q2 alone? $19.5-21.5B vs street est of $16.5B. Beat by ~$3B+.
AI server demand isn't slowing. If you're long $NVDA/$AMD exposure, this confirms the infra build-out is real. SMCI prints when hyperscalers print.
Watch how this flows into semis and cloud plays. Liquidity chasing AI infra isn't theoretical anymore.