Jul 22, 2026 · 12:14 AM
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Supermicro books $60 billion in orders in a single quarter as AI server backlog hits record high
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Supermicro books $60 billion in orders in a single quarter as AI server backlog hits record high
Supermicro disclosed a record $60 billion in new orders for Q4 FY2026 and gross margins of 15-17%, nearly double prior guidance, sending shares surging up to 20% after hours on July 21. The preliminary update signals continued AI infrastructure acceleration ahead of the full earnings call on August 11.
Janet Harrison
5 min read
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