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超微电脑展望超预期,受人工智能驱动的服务器需求提振Super Micro Outlook Tops Estimates on AI-Fueled Server Demand

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超微电脑发布业绩展望,服务器需求推动其超出预期Super Micro Gives Outlook That Tops Estimates on Server Demand

微电脑公司(Micro Computer Inc.)预计本季度营收将超出分析师预期,表明该公司搭载人工智能芯片的服务器需求持续强劲。

Micro Computer Inc. forecast revenue for the current quarter that exceeded analysts’ estimates, signaling continued strength in demand for the company’s servers packed with artificial intelligence chips.

该公司周二在一份声明中表示,截至12月结束的季度营收将为195亿美元至215亿美元。不包括某些项目,每股盈利将为1.66美元至1.90美元。彭博社调查的分析师平均预计销售额为165亿美元,盈利为每股1.08美元。

Revenue will be $19.5 billion to $21.5 billion in the period ending in December, the company said Tuesday in a statement. Profit, excluding some items, will be $1.66 to $1.90 a share. Analysts polled by Bloomberg projected sales, on average, of $16.5 billion, and profit of $1.08.

总部位于加州圣何塞的超微电脑公司(Super Micro)正面临其搭载英伟达公司(Nvidia Corp.)芯片的服务器需求激增,因为人工智能实验室、云计算公司和金融机构正在建设数据中心以开发和运行人工智能模型。该公司还致力于控制成本以提升利润率,同时争取更多人工智能服务器订单并整合最新半导体。

Super Micro, based in San Jose, California, is seeing demand surge for its servers fitting with Nvidia Corp. chips as AI labs, cloud companies and financial firms build out data centers to develop and run AI models. The company has also been working to rein in costs to improve margins even as it works to win more AI server deals and integrate the latest semiconductors.

“通过关键企业合作伙伴关系和扩大全球生产能力,我们正在为客户群提供更快速部署、更高正常运行时间且更具成本效益的人工智能基础设施,”首席执行官查尔斯·梁(Charles Liang)在声明中表示。

“Through key enterprise partnerships and expanding global production capacity, we are making AI infrastructure faster to deploy, superior up-time and more cost-effective for our customer base.,” Chief Executive Officer Charles Liang said in the statement.

该股在纽约收于31.39美元后,盘后交易上涨约5%。截至周二收盘,该股今年已上涨7.2%。

Shares rose about 5% in extended trading after closing at $31.39 in New York. The stock gained 7.2% this year through Tuesday’s close.

上个月,这家服务器制造商发布了财政第一季度初步业绩,称截至9月30日结束的期间销售额将为185亿美元至195亿美元,高于分析师预期。超微电脑公司周二报告称,该季度营收为199亿美元。

Last month, the server maker issued preliminary fiscal first-quarter results, saying sales will be $18.5 billion to $19.5 billion in the period that ended Sept. 30, above analysts’ estimates. Super Micro reported Tuesday that revenue was $19.9 billion in the quarter.

该公司还上调了财政年度销售预测至720亿至820亿美元。超微电脑公司此前对截至2027年6月结束的财年给出的展望为650亿至720亿美元。

The company also raised its sales forecast for the fiscal year to $72 billion to $82 billion. Super Micro previously gave an outlook of $65 billion to $72 billion in the year ending in June 2027.

投资者近几周来日益担忧,为AI基础设施建设提供资金的大规模借贷。亚马逊公司和Alphabet旗下谷歌等大型云服务商上周发布的最新财报,更多地加剧了投资者的担忧,而非缓解了担忧。

Investors have grown increasingly concerned in recent weeks about the heavy borrowing financing the build-out of AI infrastructure. Recent earnings reports from large cloud companies like Amazon.com Inc. and Alphabet Inc.’s Google last week did more to worry investors than reassure them.

超微电脑也因一项调查而备受关注,该调查指控一名联合创始人和另外两人违反美国法律,非法将价值数十亿美元、装有英伟达芯片的服务器转移至中国。该公司未在该案中被起诉,一项独立调查得出结论,超微电脑现任高级管理层不知情所谓的计划。

Super Micro has also been in the spotlight because of a probe accusing a co-founder and two others of illegally diverting billions of dollars’ worth of servers containing Nvidia chips to China in violation of US law. The firm hasn’t been charged in the case and an independent probe concluded Super Micro’s current senior management had no knowledge of the purported scheme.

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