Supermicro partners with Nokia and NVIDIA on AI‑RAN and lifts Q1 2027 revenue outlook
Super Micro Computer announced a collaboration with Nokia and NVIDIA to deliver AI‑RAN solutions that embed accelerated compute into 5G networks and prepare for AI‑native 6G. The partnership combines Supermicro’s AI‑optimized servers, Nokia’s radio‑network software and NVIDIA’s Aerial RAN Computer platform. At the same time, Supermicro raised its fiscal Q1 2027 revenue guidance to $18.5 billion‑$19.5 billion, up from its prior $14.5 billion‑$15.5 billion outlook.
Why it matters
The higher revenue guidance reflects stronger AI demand and could boost Supermicro’s earnings, while Rosenblatt’s raised price target to $57 signals analyst optimism. The partnership may open new market opportunities in telecom edge infrastructure for Supermicro, Nokia and NVIDIA.
Key facts
- 1Supermicro announced the AI‑RAN partnership with Nokia and NVIDIA on Oct. 21 2026. prnewswire.com
- 2Supermicro estimates first‑quarter fiscal 2027 revenue of $18.5 billion to $19.5 billion. finance.yahoo.com
- 3The new guidance is above the previous range of $14.5 billion to $15.5 billion. finance.yahoo.com
- 4Supermicro raised its estimated gross‑margin range to 12%‑12.5%, from 10.4%‑10.8% previously. finance.yahoo.com
- 5Rosenblatt increased its price target for Supermicro to $57 from $51. finance.yahoo.com
- 6Supermicro shares were trading more than 12% higher in pre‑market trading on the day of the announcement. finance.yahoo.com
Summary written by AlphAI AI Desk from 6 of 6 sources. Not investment advice. Figures are as stated by the linked sources.