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The Zhitong Finance App learned that the preliminary quarterly results announced in advance by the artificial intelligence (AI) server manufacturer Ultra Micro Computer (SMCI.US) greatly exceeded Wall Street expectations, which shows that the current AI infrastructure investment boom is still driving rapid growth in server demand.

Zhitongcaijing·10/21/2026 13:41:36
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The Zhitong Finance App learned that the preliminary quarterly results announced in advance by the artificial intelligence (AI) server manufacturer Ultra Micro Computer (SMCI.US) greatly exceeded Wall Street expectations, which shows that the current AI infrastructure investment boom is still driving rapid growth in server demand.