Super Micro Starts Vera Rubin Rack Shipments, Cites $60 Billion Order Book

Super Micro Computer began shipping NVIDIA Vera Rubin NVL72 racks with liquid cooling, each pairing 72 Rubin GPUs with 36 Vera CPUs. Shares rose about 1.6% to $42.19 in Friday premarket trading.

Management points to a $60 billion order book supporting fiscal 2027 revenue guidance of $65 billion to $72 billion, and says AI adoption is broadening across customers into what looks like a multiyear infrastructure cycle.

The stock trades about 33% above its 200-day average. Recent commentary has also flagged thin margins despite rapid revenue growth, a point investors are likely to keep watching.