Super Micro says Q4 orders have topped $60B and expects gross margins of 15% to 17%, up from its prior forecast of 8.2% to 8.4%; SMCI jumps 13%+ after hours (Juby Babu/Reuters)

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Super Micro reported $60B in Q4 orders and sharply higher margin guidance, signaling continued demand for AI server infrastructure.

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<a href="https://www.reuters.com/technology/super-micro-says-fourth-quarter-orders-topped-60-billion-2026-07-21/"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260721/i45.jpg" vspace="4" /></a> <p><a href="https://www.techmeme.com/260721/p45#a260721p45" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Juby Babu / <a href="http://www.reuters.com/">Reuters</a>:<br /> <span style="font-size: 1.3em;"><b><a href="https://www.reuters.com/technology/super-micro-says-fourth-quarter-orders-topped-60-billion-2026-07-21/">Super Micro says Q4 orders have topped $60B and expects gross margins of 15% to 17%, up from its prior forecast of 8.2% to 8.4%; SMCI jumps 13%+ after hours</a></b></span>&nbsp; &mdash;&nbsp; Super Micro Computer (SMCI.O) said on Tuesday it has received orders in excess of $60 billion in the fourth quarter &hellip; </p>