Weekly Recap: Fiscal 2026 sales surge and NVL72 rack shipments
Super Micro Computer, Inc. (NASDAQ:SMCI) is doubling down on AI data-center gear—shipping NVIDIA Vera Rubin NVL72 racks, scaling factories to ~6,000 racks monthly and guiding fiscal 2027 revenue of $65B—$72B on a record backlog—while trading at ~0.56 P/S amid $15.4M insider sales and an ITC patent…