Super Micro Computer posts record $60 billion orders, margins double, shares surge

Super Micro Computer released a preliminary fourth‑quarter report that lifted its gross‑margin outlook from the prior 8.2‑8.4% range to 15‑17%, reflecting higher profitability on AI‑server sales. The company also disclosed more than $60 billion in new orders, a record backlog that underscores strong demand for data‑center hardware used in generative‑AI workloads. On the news, the Nasdaq‑listed shares jumped over 20% in early trading, boosting other AI‑hardware stocks.

In parallel, Supermicro announced a new H15 server portfolio powered by AMD’s 6th‑Gen EPYC CPUs and AMD Instinct GPUs, as part of a broader partnership that includes the AMD Helios rack‑scale platform for large‑scale AI training. The combined financial and product announcements highlight the firm’s rapid response to the AI boom and its expanding role in the global AI‑infrastructure market.