en.Wedoany.com Reported - On July 21, U.S. Super Micro Computer announced through its preliminary earnings release that its new orders for the fourth quarter of fiscal year 2026 (April to June) exceeded $60 billion, with the order backlog at the end of the quarter reaching a record high. The company stated that these newly acquired orders will be gradually converted into sales over the coming quarters.

Market analysts believe that the expansion of investment in AI data centers is the main driver behind the rapid growth in orders. Super Micro Computer primarily supplies AI servers equipped with NVIDIA GPUs, and as generative AI technology becomes more widespread, demand for related servers is rapidly increasing.

Of particular note is the "SpaceXAI" project following the merger of Elon Musk's aerospace company SpaceX and AI company xAI. Super Micro Computer CEO Charles Liang stated on social media platform X in June that he was deeply proud to once again jointly build a new GW-level AI data center for SpaceX and xAI after a year. The market widely believes that this large-scale project has positively contributed to recent order growth.

In terms of profitability, Super Micro Computer's expectations have also significantly improved. The company expects its gross margin and adjusted gross margin for the June quarter to reach 15% to 17%, far exceeding the forecast of 8.2% to 8.4% proposed in May. The company explained that more favorable changes in customer composition and product sales mix than expected are the main reasons for the profitability improvement, with analysts pointing out that an increased share of high-value-added products such as AI servers has boosted profit margins.

In terms of sales, Super Micro Computer expects this quarter's sales to reach the lower end of its existing guidance range, at $11 billion. The company previously provided a sales forecast range of $11 billion to $12.5 billion, while according to data from market research firm LSEG, the average market forecast is $11.67 billion.

Investors have responded positively to the performance. Super Micro Computer's stock price rose 15% in after-hours trading that day. Meanwhile, competitor Dell Technologies' stock rose about 5%, and Hewlett Packard Enterprise's stock rose about 4%, reflecting the market's shared expectations for expanding demand for AI servers.