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Can SMCI's Cooling Platforms Emerge as the Next Revenue Pillar?
ZACKS· 2025-09-05 00:21
Key Takeaways SMCI's cooling platforms generated over 70% of revenues in Q4 fiscal 2025.DCBBS cuts installation time to 3-6 months, speeding SMCI's revenue recognition.SMCI targets $33B fiscal 2026 revenues, up 48% from the prior year estimate.Super Micro Computer’s (SMCI) next-generation air-cooled and liquid-cooled GPU and AI platforms are experiencing massive growth in traction, leading to more than 70% contribution to its top line in the fourth quarter of fiscal 2025. Both the enterprise and cloud servi ...