{"data":{"id":2055,"lang":"en","title":"Super Micro's AI Server Orders Surge Past $60 Billion, Fueled by New SpaceX Data Center Deal","summary":"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%.","category":"business","category_label":"Business","published_at":"2026-07-23T02:02:06Z","updated_at":"2026-07-23T02:02:06Z","url":"https://techtools.cz/tools/news/article/2055-super-micro-s-ai-server-orders-surge-past-60-billion-fueled-by-new-spacex-data","api_url":"https://techtools.cz/news-api/v1/articles/2055?lang=en","markdown_url":"https://techtools.cz/news-api/v1/articles/2055.md?lang=en","image_url":"https://d15shllkswkct0.cloudfront.net/wp-content/blogs.dir/1/files/2026/07/Screenshot-from-2025-08-06-08-23-13-768x511.png","word_count":203,"reading_time_minutes":2,"sources":[{"url":"https://siliconangle.com/2026/07/21/ai-server-maker-supermicros-stock-gains-60b-order-backlog-stronger-margins/","domain":"siliconangle.com"},{"url":"https://247wallst.com/investing/2026/07/22/super-micro-jumps-13-on-record-60b-order-backlog-dell-hpe-rally-on-ai-server-read-through/","domain":"247wallst.com"},{"url":"https://www.cnbc.com/2026/07/21/super-micro-stock-spacex-announcement.html","domain":"cnbc.com"}],"translation":{"lang":"cs","id":2128,"title":"Objednávky AI serverů Supermicro přesáhly 60 miliard dolarů díky nové dohodě se SpaceX","url":"https://techtools.cz/tools/news/clanek/2128-objednavky-ai-serveru-supermicro-presahly-60-miliard-dolaru-diky-nove-dohode-se","api_url":"https://techtools.cz/news-api/v1/articles/2128?lang=cs"},"content":"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.\n\nCEO 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.\n\nShares 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."}}