# Super Micro's AI Server Orders Surge Past $60 Billion, Fueled by New SpaceX Data Center Deal

*2026-07-23 02:02 UTC · Business · 2 min read*

> Super Micro disclosed over $60 billion in new AI server orders and a new SpaceX/xAI data center deal, sending shares up as much as 19%.

Super Micro Computer (SMCI) disclosed it has received more than $60 billion in new orders for its fiscal fourth quarter, which ended June 30 — up sharply from the $39 billion backlog it reported just a month earlier alongside a $7 billion fundraising round. The AI server maker also said gross margins for the quarter should land between 15% and 17%, nearly double its earlier guidance of 8.2% to 8.4%, citing a more favorable mix of customers and products.

CEO Charles Liang tied part of the surge to a new AI infrastructure partnership, saying Super Micro is proud to co-build another new gigawatt AI data center for SpaceX and Elon Musk's xAI — a joint venture some reports have dubbed SpaceXAI — within a year. The deal adds Super Micro to the growing list of hardware suppliers riding the AI data-center buildout led by SpaceX, xAI, and other hyperscale players.

Shares of Super Micro jumped as much as 19% in extended trading after the announcement, though the stock remains down roughly 16% over the preceding month amid broader volatility in AI-infrastructure names. Rivals Dell and HPE also rallied on the news, as investors read Super Micro's numbers as a bullish signal for AI server demand industry-wide.

## Sources

- [siliconangle.com](https://siliconangle.com/2026/07/21/ai-server-maker-supermicros-stock-gains-60b-order-backlog-stronger-margins/)
- [247wallst.com](https://247wallst.com/investing/2026/07/22/super-micro-jumps-13-on-record-60b-order-backlog-dell-hpe-rally-on-ai-server-read-through/)
- [cnbc.com](https://www.cnbc.com/2026/07/21/super-micro-stock-spacex-announcement.html)

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TechTools News · https://techtools.cz/tools/news/article/2055-super-micro-s-ai-server-orders-surge-past-60-billion-fueled-by-new-spacex-data
Česká verze: https://techtools.cz/tools/news/clanek/2128-objednavky-ai-serveru-supermicro-presahly-60-miliard-dolaru-diky-nove-dohode-se