Super Micro Sees Record Backlog
Super Micro reports over $60 billion in new Q4 orders, supporting a fiscal 2027 revenue target of $65-$72 billion
1 billion in fiscal 2026. The Details: · Customer demand: The company had nine customers generating more than $1 billion each in fiscal 2026, up from four in fiscal 2025. · Enterprise demand: Q4 demand increased from enterprise and channel customers upgrading compute, storage, and networking infrastructure. 4%.
· AI mix: Management expects more than 80% of revenue to be AI-related, based on the current backlog. · Production: Manufacturing capacity is expected to exceed 6,000 racks per month, including more than 3,000 direct-liquid-cooled rack