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SMCI compared with AG: revenue, margins and what each company keeps, and the suppliers and customers both name
SMCI
Super Micro Computer, Inc.
Change
Mkt cap
Revenue
Revenue
AG
First Majestic Silver Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
SMCI
Super Micro Computer, Inc.
vs
AG
First Majestic Silver Corp
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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SMCI
Super Micro Computer, Inc.
Change
32.94
▼
−4.33%
· post 33.03
Mkt cap
$21.6B
Revenue
$11.1B
Q4 FY26
Revenue
$39.1B
FY26
AG
First Majestic Silver Corp
Change
14.26
▼
−6.97%
· post 14.26
Closed
Oct 30 '26
Mkt cap
$7.0B
Revenue
—
Revenue
—
vs
Compare
Closed
Oct 30 '26
SMCI
Super Micro Computer, Inc.
vs
AG
First Majestic Silver Corp
32.94
▼
−4.33%
post 33.03
Price
14.26
▼
−6.97%
post 14.26
$21.6B
Mkt cap
$7.0B
Q4 FY26
$11.1B
Revenue
—
FY26
$39.1B
Revenue
—
Change
Change
SMCI
32.94
▼
−4.33%
vs
AG
14.26
▼
−6.97%
Closed
Oct 30 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
SMCI, solid
AG, dashed
Supply-chain overlap
Revenue flow
AG: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only SMCI
8
—
Undisclosed supplier (63.1% of total purchases in fiscal year 2026)
unlisted
supplier
NVDA
NVIDIA
supplier
NTNX
Nutanix
customer
RBRK
Rubrik
customer
4 more · SMCI chain
›
Shared
0
No disclosed counterparties: AG.
Only AG
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR