Microsoft & Supermicro
15 shared events · Importance 8 · Last updated Jun 25, 2026
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Business
Microsoft: Microsoft's cloud revenues grew 38% year-on-year, reflecting strong AI demand. The company is a major hyperscaler investing in AI infrastructure.
Supermicro: Super Micro forecast 2027 revenue above expectations, with shares jumping 19%. Its gross margin improved significantly, indicating strong AI server demand.
Aug 05, 2026 · 65 articles
Tech
Microsoft: Microsoft collaborated with Nvidia on the DGX Station for Windows, enhancing the Windows platform's AI capabilities and strengthening its enterprise offerings.
Supermicro: Supermicro will be a partner offering the DGX Station for Windows, which could lead to increased sales and market visibility for its server and workstation products.
Jun 01, 2026 · 6 articles
Tech
Microsoft: Microsoft is collaborating with Nvidia on new AI superchips for PCs, which will 'reinvent the PC' for the AI era, indicating a significant partnership that could boost both companies' positions in the AI PC market.
Supermicro: Supermicro is a top partner manufacturing Vera Rubin servers, which positions it to benefit from the growing demand for AI infrastructure and strengthens its product offerings.
May 31, 2026 · 28 articles
International
Microsoft: Microsoft>>> gained after reports indicated the company would release a new coding model, contributing to the tech sector's rally.
Supermicro: Supermicro saw gains, aligning with the strong performance of other chip stocks and AI enthusiasm.
May 27, 2026 · 101 articles
Business
Microsoft: Less directly impacted; part of hyperscaler spending.
Supermicro: Tumbled 28% after announcing $7B stock and convertible preferred stock offering.
Apr 20, 2026 · 344 articles
unfocused
Microsoft: Microsoft climbed 5.4%, adding to the tech sector's rally and reflecting positive sentiment in software services.
Supermicro: Supermicro gained 11.6%, contributing to the tech sector's strong performance amid renewed optimism around AI.
May 19, 2026 · 199 articles
International
Microsoft: Bill Gates>>>, co-founder of Microsoft>>>, testified in the Jeffrey Epstein>>> investigation.
Supermicro: Supermicro rose 6.3%, reflecting positive sentiment in the AI server market.
May 18, 2026 · 316 articles
International
Microsoft: Microsoft's AI investments are paying off, supporting market sentiment.
Supermicro: Supermicro's earnings also supported tech sentiment.
Aug 11, 2026 · 27 articles
Business
Microsoft: Microsoft software licenses are the subject of a $9.7 billion contract awarded to a Dell Technologies unit by the United States — United States Department of Defense.
Supermicro: Supermicro is a supplier of server and data center equipment, benefiting from the increased demand for AI infrastructure alongside Dell Technologies.
May 28, 2026 · 8 articles
Tech
Microsoft: Microsoft is listed as a technology partner supporting the Nutanix Cloud Platform solution.
Supermicro: Supermicro is a partner with Nutanix, collaborating to deliver open, highly efficient solutions for AI workloads.
Apr 07, 2026 · 13 articles
Business
Supermicro: Supermicro gained 11.6%, contributing to the tech sector's strong performance amid renewed optimism around AI.
May 26, 2026 · 9 articles
Tech
Supermicro: Supermicro showed attention to ACON Optics' AI data center interconnect solutions.
Jun 16, 2026 · 7 articles
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