Supermicro to report Q4 results in latest test for AI infrastructure company

Supermicro (SMCI) is set to announce its Q4 earnings on Tuesday, following a preliminary update that boosted its shares. The company anticipates significantly higher margins and new orders totaling over $60 billion, partly driven by a planned data center co-build with SpaceX and xAI. Despite positive projections, Supermicro's stock has underperformed rivals like HPE and Dell Technologies over the past year, and it faces regulatory scrutiny regarding a cofounder's legal issues.