Advanced Micro Devices shares rose alongside Intel and NVIDIA as strong results and a record backlog at Super Micro Computer reinforced expectations for continued AI infrastructure spending across the server supply chain. AMD closed up 1.8% at $483, Intel gained 3.3% to $101, and NVIDIA advanced 3% to $224, extending a rebound that followed AMD's post-earnings selloff earlier this month. Super Micro jumped 19% after reporting fiscal fourth-quarter non-GAAP earnings per share of $1.70 versus a $0.96 consensus on revenue of $11.12 billion, up 93.2% year over year. GAAP gross margin expanded to 17.5% from 9.5%, and the company guided fiscal 2027 revenue to $65 billion to $72 billion after generating more than $60 billion in new orders during fiscal 2026. Chief Executive Officer Charles Liang said the company's Total AI/IT Solutions strategy added several hundred enterprise and other customers over the past year and produced a record backlog entering fiscal 2027. The results were viewed as a positive read-through for chipmakers whose processors and accelerators are deployed in AI servers. AMD earlier reported second-quarter data-center revenue of $6.72 billion, up 107% year over year and representing 58% of total revenue, while management guided third-quarter revenue to roughly $13 billion. Intel reported Data Center and AI revenue of $6.26 billion, up 59% year over year, and NVIDIA's most recent quarter showed data-center revenue of $75.25 billion, up 92% year over year. The sector is now looking to NVIDIA's fiscal second-quarter report as the next major catalyst, with prior guidance calling for roughly $91 billion in revenue excluding China data-center compute.