AI Compute Deal Ledger · SMCI · Free Dataset · CC BY 4.0

Super Micro Computer: The AI Deal Record

Every Super Micro Computer deal in the ledger, with the source on every row. Binding base-term value: none recorded. Snapshot disclosures (backlog restatements, order intake, program envelopes) are listed but never summed.

Binding value

·

0 binding deals, base terms

Binding capacity

·

contracted IT load with disclosed MW

Not binding

·

0 LOI / framework / reported

Deal by Deal

2026-07-22BindingSnapshot, not summed

Super Micro Computer (Provider) · Various AI developers (Buyer)

Value
at least $60B
Capacity / term
n/a
First revenue
not disclosed

SNAPSHOT ROW, excluded from summed aggregates: more than $60B of new AI server orders received in fiscal Q4, taking Super Micro's backlog to a record, per the company's preliminary FQ4 update (which also roughly doubled gross margin guidance to 15-17%). Order intake across unnamed customers, not a single contract; orders deliver over multiple future quarters.

Read our coverage →

Company-Stated Totals

$60B (order intake, as of 2026-07-22) as stated by the company. These snapshots overlap the discrete deals above, which is exactly why the ledger never adds them to anything.

Our Coverage

Part of the free AI Compute Deal Ledger by Regards of Wallstreet, licensed CC BY 4.0. Cite it, chart it, link it.