Super Micro Computer Inc. (SMCI) reported a significant growth in fiscal 2026, with revenues nearly doubling to $39.1 billion and over $60 billion in new orders in Q4, resulting in record backlog levels for fiscal 2027. AI solutions contributed approximately 60% to these Q4 revenues, with expectations to increase to >80% based on current orders.
The company anticipates first-quarter fiscal 2027 net sales between $14.5 billion and $15.5 billion, and aims for full-year revenues of $65 billion to $72 billion. SMCI is focused on integrating AI technologies into its Data Center Building Block Solutions and enhancing its liquid cooling capabilities to meet rising demands in AI data centers.
Key customers include NVIDIA Corp., Advanced Micro Devices Inc., and Intel Corp., and the company expects revenue growth rates of 71.8% and earnings growth of 22% for the current year ending June 2027.
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