SMCI

AI Research

FY2026 revenue guidance raised to $40B+ → 82% YoY growth; CNode-X AI platform launched

Super Micro Computer raised FY2026 revenue guidance to at least $40 billion, implying 82% year-over-year growth as the company capitalizes on AI infrastructure demand, with partnerships including 1,000+ Supermicro servers to SK Telecom. The company launched CNode-X with VAST Data on February 25, a turnkey enterprise AI platform pairing GPU/storage servers with VAST AI OS, and showcased expanded AI-RAN and sovereign AI infrastructure solutions at MWC Barcelona. The stock jumped 3.61% on March 16 to $31.86, with average analyst price target of $41.31.