Super Micro Computer shares jumped more than 15% after reporting a record order backlog exceeding $60 billion（約9.6兆円）, driven by strong demand for its Nvidia-equipped AI servers. The server maker's fiscal fourth-quarter revenue will come in at the low end of its $11 billion（約1.8兆円） to $12.5 billion（約2兆円） guidance, and the company projects gross margin of 15% to 17%, indicating improved profitability as it manages costs in a competitive AI infrastructure market.
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Super Micro Computer shares rose more than 15% in extended trading after the server maker reported a record order backlog in excess of $60 billion（約9.6兆円）. Fiscal fourth-quarter revenue will fall on the low end of prior guidance at $11 billion（約1.8兆円） to $12.5 billion（約2兆円）, the company said Tuesday.
Why it matters
Super Micro's backlog growth reflects sustained demand for its AI servers equipped with Nvidia chips, a key indicator of strength in the artificial intelligence infrastructure market. The company also reported gross margin guidance of 15% to 17%, signaling improved profitability as it works to control costs after aggressive spending to capture market share.
What to watch
The company's stock has declined 13% this year through the close, including a 28% drop on a single day last month after Super Micro announced a plan to raise $7 billion（約1.1兆円） through equity offerings. The preliminary results suggest execution progress, but investor skepticism from recent volatility remains a factor.
Super Micro Computer issued preliminary fiscal fourth-quarter results on Tuesday showing an order backlog exceeding $60 billion（約9.6兆円）, a new record for the server maker. The announcement drove shares up more than 15% in extended trading. For the fiscal fourth quarter itself, the company said revenue will land on the low end of its prior guidance range of $11 billion（約1.8兆円） to $12.5 billion（約2兆円）.
The strong backlog reflects sustained demand for Super Micro's servers equipped with Nvidia Corporation chips, which are designed for artificial intelligence workloads. However, the broader stock picture has been volatile: shares have fallen 13% this year through the trading close, including a dramatic 28% decline on a single day last month when Super Micro announced its plan to raise $7 billion（約1.1兆円） through equity offerings.
Superimposed on this volatility, Super Micro said it expects gross margin of 15% to 17% for the quarter—a range the company characterized as better-than-forecast. This margin improvement signals progress in the company's effort to control costs after a period of rapid spending aimed at delivering servers to customers and capturing share in the growing AI market.
Super Micro's record backlog signals sustained momentum in the market for AI infrastructure, a sector that has driven significant growth for server makers since enterprises began scaling artificial intelligence deployments. The company's preliminary results show that despite earlier investor concerns—including a sharp single-day drop triggered by its equity raise announcement—the underlying demand for Nvidia-equipped servers remains robust. The 15% to 17% gross margin guidance is particularly noteworthy because it indicates Super Micro is moving past a costly growth phase in which it spent aggressively to deliver products and win business, suggesting the company has shifted toward a more disciplined operating model that prioritizes profitability alongside volume.
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