Super Micro Computer projected fiscal 2027 revenue of $65 billion to $72 billion, well above analyst expectations, and guided for September-quarter revenue of $14.5 billion to $15.5 billion after reporting about $11.1 billion in June-quarter revenue and adjusted earnings of $1.70 a share. The company said short-term customer delays in power, cooling and networking pushed some shipments out, but cited more than $60 billion in new orders, record backlog and nine customers each generating more than $1 billion in annual revenue as evidence that AI server demand remains strong. Shares rose 13% to $35.81 in morning trading, while Dell Technologies, Hewlett Packard Enterprise and Nvidia also advanced; separately, memory-related stocks including Micron and the Roundhill Memory ETF gained as investors focused on continued AI infrastructure spending and comments from Intel's chief executive that memory makers are sold out for two years.