# Supermicro

> Markdown twin of https://roboterminal.app/companies/supermicro · https://roboterminal.app/companies/supermicro.md

## On shared sources

- [Dell](https://roboterminal.app/companies/dell) (2)
- [HPE](https://roboterminal.app/companies/hpe) (2)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [AMD](https://roboterminal.app/companies/amd) (1)
- [Cisco](https://roboterminal.app/companies/cisco) (1)
- [Lenovo](https://roboterminal.app/companies/lenovo) (1)
- [Meta](https://roboterminal.app/companies/meta) (1)
- [Micron](https://roboterminal.app/companies/micron) (1)
- [SpaceX](https://roboterminal.app/companies/spacex) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)

## Pulse

- [@ricci_nov on X](https://x.com/ricci_nov/status/2113291876300472363)
  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.…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2113066157913854115)
  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 th…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112996348207440021)
  $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…

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Source: Roboterminal · https://roboterminal.app/companies/supermicro.md