Super Micro stock rises 20%. Order intake exploded to 60 billion USD and margin forecast increased!
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Super Micro Computer recorded a record order intake of over 60 billion USD in the fourth quarter of 2026. Gross margin jumps to up to 17% primarily due to a favorable customer and product mix, significantly exceeding the initial forecast. An expected increase in global AI infrastructure spending by hyperscalers to nearly 1.4 trillion USD by 2028 supports the fundamental growth scenario. Order intake of over 60 billion USD shatters all records Super Micro Computer is experiencing unprecedented demand for its AI and server solutions....
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