Super Microcomputer announced that new orders exceeded $60 billion in the fourth quarter of fiscal year 2026, and the order backlog as of the end of fiscal year reached a record high, causing its stock price to soar 15%. Sales are expected to be around $11 billion, the lower end of the existing guidance range of $11 billion to $12.5 billion. However, profitability improved significantly, with expected gross margin and adjusted gross margin reaching 15% to 17% in the June quarter, up from the May forecast of 8.2% to 8.4%, due to improved product composition and customer mix. The market attributed the surge in orders to expanded investment in AI data centers, notably Elon Musk’s “SpaceXAI” project merging SpaceX and xAI. CEO Charles Liang stated on social media in June, “We are proud to build another gigawatt (GW) AI data center for SpaceX and xAI in a year.” Supermicro shares jumped 15% in after-hours trading, while Dell Technologies rose about 5% and Hewlett-Packard Enterprise rose about 4%.