SMCI compared with AG: revenue, margins and what each company keeps, and the suppliers and customers both name

SMCISuper Micro Computer, Inc.

Mkt capRevenueRevenue

AGFirst Majestic Silver Corp

Mkt capRevenueRevenue

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SMCISuper Micro Computer, Inc.

AGFirst Majestic Silver Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only SMCI 8

—Undisclosed supplier (63.1% of total purchases in fiscal year 2026)unlistedsupplier

NVDANVIDIAsupplier

NTNXNutanixcustomer

RBRKRubrikcustomer

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

SMCISuper Micro Computer, Inc.

30.89▼−6.25%

Mkt cap$21.6BRevenue$11.1BQ4 FY26Revenue$39.1BFY26

AGFirst Majestic Silver Corp

14.41▲+1.07%

Regular sessionNov 2 '26

Mkt cap$7.0BRevenue—Revenue—

Compare

Regular sessionNov 2 '26

SMCISuper Micro Computer, Inc.

AGFirst Majestic Silver Corp

30.89▼−6.25%

Price

14.41▲+1.07%

$21.6B

Mkt cap

$7.0B

Q4 FY26$11.1B

Revenue

—

FY26$39.1B

Revenue

—

SMCI30.89▼−6.25%vsAG14.41▲+1.07%Regular sessionNov 2 '26