Supermicro's record US$60 billion orders, tied to SpaceX, overshadow soft revenue

Jingyue Hsiao

, DIGITIMES, Taipei

Jul 22, 2026, 08:44 0

Credit: AFP

Supermicro's preliminary fourth-quarter results suggest the server maker's bet on rack-scale AI infrastructure is beginning to pay off in profitability, not just volume — and that a new class of "neocloud" buyers led by Elon Musk's SpaceX is reshaping its...

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