New Delhi, Aug. 12 -- SAN JOSE - Super Micro Computer's stock jumped 18 percent in after-hours trading Tuesday after the AI server maker reported fourth-quarter revenue of $11.1 billion, more than doubling year-over-year, and issued full-year guidance of $72 billion for fiscal 2027 that left Wall Street analysts reassessing how quickly AI infrastructure demand can compound.

The company known by its Nasdaq ticker SMCI posted non-GAAP diluted earnings per share of $1.70, crushing the consensus estimate of $0.92. Net income for the quarter reached $1.18 billion. Gross margins, which collapsed to single-digit territory in 2024 amid an accounting crisis that nearly cost the company its exchange listing, have since recovered to levels that bea...