Super Micro now has more than $60B in unfilled orders. Ripple effects across the AI hardware stackDell has been building its own AI server franchise aggressively. Earlier in 2026, the company projected annual AI server revenue in the $50-60B range. Dell’s Q1 fiscal 2027 AI server revenue came in between $8.95B and $16.1B, reflecting hundreds of percent year-over-year growth. Legal clouds haven’t clearedIn March 2026, the Department of Justice issued an indictment related to allegations that Super Micro illegally exported AI servers equipped with NVIDIA technologies to China.