Rigetti Computing makes some of the most capable quantum computers in the world, with its latest Cepheus-1-108Q system achieving a gate fidelity of 99.9%. Nevertheless, even the best quantum computers ...
I'll cut straight to the call. Super Micro Computer (NASDAQ:SMCI) has been one of the most punished AI infrastructure names of the past year, but our proprietary model sees the recent washout as ...
Quantum computers might be further away from commercialization than initially thought.
Super Micro Computer (SMCI) posted Q2 FY2026 revenue of $12.68B, up 123% year-over-year and crushing estimates by $2.34B, while holding a $13B+ order book for Blackwell Ultra servers despite a ...
Super Micro Computer (SMCI) reported Q2 FY2026 revenue of $12.68B (up 123% YoY), crushed the $10.34B consensus, and raised FY2026 guidance to at least $40B from $36B, driven by more than $13B in ...