Supermicro
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-14 · ✍️ RoboterminalThe Pi API Beta Is a Four-Day Loop. The Demo Is Not the Rate.
- 🗓️ 2026-10-13 · ✍️ RoboterminalDeepSeek's First Robot-Brain Bet Is Priced at $400 Million. Skild AI Is Worth $14 Billion.
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Timeline
What changed, and what is the evidence.
Oct 22, 2026 · Post · posted
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At GTC Berlin, Nvidia launched OpenShell: Vera Rubin NVL72 + BlueField-4 + Sentry to isolate and kill misbehaving AI agents in milliseconds. Dell, Cisco, HPE, Lenovo and Supermicro are building to it. Agent runtime is becoming a rack SKU.… |
SMCI 8-K: FY27 Q1 revenue seen at $18.5–19.5bn vs $14.5–15.5bn guide, on AI platform demand. Gross margin 12.0–12.5% vs 10.4–10.8% guide. Earnings call Nov 3, 5pm ET. AI box demand is showing up in the print, not just the backlog story.… |
$SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after raising its fiscal first quarter… |
$SPY finished nearly flat today, down about 0.06% and closing near $778 after dipping as low as about $777. Here are the top stories you need to know. 1. $MSFT announced Maia 300, calling it its biggest bet yet on custom silicon, and said… |