Key Takeaways SMCI gains from AI-driven demand but faces margin pressure and customer delays.HPE's server revenues hit an all-time high with 16.1% growth in fiscal Q3 2025.HPE raised its EPS outlook, with consensus estimates revised upward recently.Super Micro Computer (SMCI) and Hewlett Packard Enterprise (HPE) are both leading the server market, enabling organizations with server-based capabilities and serving their high computing power requirements.Per a report by Grand View Research, the Global Server m ...