GoKawiilSuper Micro Computer CEO Charles Liang speaks at the Raise summit in Paris on July 8, 2025.
Shares of Super Micro Computer jumped 15% after the server maker said Tuesday it now sees higher margins than previously projected for the June quarter, with a surge in new orders.
The company said its gross margin and adjusted gross margin should come in between 15% and 17%, a step up from the range of 8.2% to 8.4% that management provided in May.
The revision is "primarily due to a favorable customer and product mix," Super Micro said in a preliminary business update.
Demand for servers containing Nvidia graphics processing units that run artificial intelligence models has been surging for Super Micro, as well as rivals Dell and Hewlett Packard Enterprise . Dell stock moved up 5% in extended trading after hours on Tuesday, while HPE gained 4%.
In June, Super Micro CEO Charles Liang wrote on X that he was "proud to co-build another new Gigawatt AI datacenter for @SpaceX and @XAI within a year." Elon Musk's SpaceX also controls the X social network.