The Super Micro Stock Rises by 20%. Order Intake Skyrocketed to $60 Billion and the Margin Forecast has Been Raised!
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Super Micro Computer recorded a record order intake of over $60 billion in the fourth quarter of 2026. The 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 by 2028 supports the fundamental growth scenario. Order intake of over $60 billion shatters all records Super Micro Computer is experiencing unprecedented demand for its AI and server solutions....
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