Super Micro 预计销售额在 147 亿至 155 亿美元之间，这得益于对人工智能基础设施的巨大需求。与此同时，CoreWeave 公布其 2026 财年第二季度营收达到 26 亿美元，同比增长 112%，并因此上调了全年财务业绩预期。 AI
影响 Super Micro 和 CoreWeave 强劲的财务业绩凸显了企业对人工智能基础设施的采用和投资正在加速。
排序理由 该集群报告了人工智能基础设施领域两家关键公司的强劲财务业绩和前景，表明市场增长和需求显著。
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Super Micro forecasts sales of up to $15.5 billion, driven by demand for AI infrastructure Source: The Business Times Singapore https://www. businesstimes.com.sg/companies -markets/super-micro-forecasts-sales-us15-5-billion-topping-rosiest-projection # AI
CoreWeave reports second-quarter fiscal 2026 revenue of $2.6 billion, a 112% year-over-year increase, and raises its full-year outlook as AI infrastructure demand outstrips supply Source: DigiTimes Asia https://www. digitimes.com/news/a20260812VL 207/coreweave-cloud-demand-expans…