[Market Movement Analysis] Supermicro surges on September 17: Server rebound, liquid cooling, and AI orders

1. On September 17, AI hardware stocks rebounded with the broader market. Supermicro’s adoption of liquid-cooled GPU architectures accelerated, aimed at high-density NVIDIA Blackwell and next-generation accelerator deployments, driving the stock price higher.
2. On September 16, Dell rose by 5%, Supermicro by 3%, and Hewlett Packard Enterprise by 2%. The server sector led technology stocks, with Supermicro advancing in sync with industry peers.
3. On September 10, company management stated that the AI order book reached $60 billion, and projected fiscal 2027 revenue between $65 billion and $72 billion. On August 31, it disclosed fiscal 2026 net sales of $39.063 billion, higher than fiscal 2025’s $21.972 billion.

(Disclaimer: This content is summarized from publicly available information using AI technology for reference only and does not constitute investment advice.)