AI Financials

Super Micro Computer, Inc.

SMCIpublicserver

AI servers

What this company owes, to whom, at what cost and when it comes due. Every figure is the one the company itself states. cohort: server · verified 2026-09-28 How these figures are built →

Off the balance sheet
$240M
Leases signed, not yet commenced at 2025-06-30, each fact counted once
how it is counted

what the filer owes that is not on its balance sheet at this date: leases not yet commenced plus unrecorded purchase obligations, counted once. A filer that reports the same figure under both (Meta, Alphabet, Equinix, Arm, Applied Digital, Astera Labs) has stated one fact twice, and offBalanceNote says so

Notes priced since 2024 · 0 →each tranche in the ledger as the company itself states it
how it is counted

principal in USD billions — native for USD, spot rate on the pricing date otherwise (fx recorded)

—
Loans and credit facilities · 8 →as signed; the figure counts new facilities, the count amendments too
how it is counted

the commitment as the company states it — a ceiling for revolvers and delayed-draw facilities, not an amount drawn; new facilities only: an amendment restates a commitment already counted.

$4.3B
Debt due in 12 months →its own schedule, as of 2026-06-30
how it is counted

the company's own maturity schedule for all its long-term debt, as its latest report states it: principal due in the next twelve months, years two to five and after; USD billions

$2.0B
Long-term debt on the balance sheet →on its balance sheet at 2026-06-30
how it is counted

long-term debt including its current portion, read line by line off the company's own balance sheet (ADR-0044), an asset manager's consolidated funds' debt apart where it is reported apart; its derivation says when the notes to the accounts gave a part, when the date came from the next report's prior-period column, or when finance leases sit inside a line

$8.7B
Cost of debt · 2026 Q2 →interest cover 18.65× · capex over operating cash flow 0.04×
how it is counted

4 × the quarter's interest cost ÷ average funded debt (borrowings + finance lease liabilities when the company states them apart; rateBasis says which) — interest cost is the interest expense plus the interest capitalised into what the company builds where it states that for the quarter; none when it states it only for a year in which it capitalised a tenth or more of its interest; interest expense under US GAAP includes finance-lease interest, so funded debt is the cleaner basis; a manager's consolidated VIEs' debt taken out of its debt line is added back where its interest expense pays for it

3.65%

When it comes due

Left, the company's own five-year schedule — not our arithmetic. Right, the notes (orange) and facilities (grey) since 2024 that we have placed by maturity year: notes in the ledger since 2024 plus loans as signed since 2024, summed by maturity year and company — recent borrowing only, not the whole balance sheet. Both are in the tables of question 4.

Its own schedule, as of 2026-06-30

next 12 months$2.04B
year 2$6M
year 3$5M
year 4$5M
year 5$2.00B
after year 5—

Notes and facilities since 2024, by maturity year

2025 · facilities$500M
2030 · facilities$3.00B
1

What has it committed to?

Obligations as the company states them — leases and purchase obligations as it reports them, long-term debt read off its balance sheet — each at the date it last stated it. The off-balance-sheet total is what it owes that its balance sheet does not carry.

Obligations as stated

3 rows
Off the balance sheet$240M2026-06-30Leases signed, not yet commenced at 2025-06-30
Leases signed, not yet commenced$242M2025-06-30read from the company's own words
leases signed but not yet commenced — read from the company's own text by a deterministic rule, the sentence quoted (status amount | immaterial | table_row | no_unit; `unitNote` when the sentence gave no unit and the unit the report states for its figures was applied)
Long-term debt on the balance sheet$8.7B2026-06-30
long-term debt including its current portion, read line by line off the company's own balance sheet (ADR-0044), an asset manager's consolidated funds' debt apart where it is reported apart; its derivation says when the notes to the accounts gave a part, when the date came from the next report's prior-period column, or when finance leases sit inside a line

Obligations created, as announced

20 rows
The announcements that state an amount. Kind: the kind of commitment announced: a material definitive agreement entered into, or a direct financial obligation created. Instrument: the first financing phrase the announcement uses, if any.
2026-06-12material definitive agreement$1.3Bunderwriting agreementSuper Micro Computer, Inc., J.P. Morgan Securities LLC, Goldman Sachs & Co. LLC, Citigroup Global Markets Inc., JPMorgan Chase Bank, N.A.
2026-01-26material definitive agreement$2.4Bcredit agreementSuper Micro Computer, Inc., CTBC Bank Co., Ltd., Investment Bank, E.Sun Commercial Bank, Ltd.
2026-01-02material definitive agreement$2.0Bcredit agreementSuper Micro Computer, Inc., JPMorgan Chase Bank, N.A.
2025-07-21material definitive agreement$1.8Bpurchase agreementSuper Micro Computer, Inc., MUFG Bank, Ltd., Investment Bank
2025-07-21direct financial obligation$1.8Bpurchase agreementSuper Micro Computer, Inc., MUFG Bank, Ltd., Investment Bank
2025-06-27material definitive agreement$2.3Bsenior notesSuper Micro Computer, Inc., U.S. Bank Trust Company, Company. The Company, Barclays Bank, Citibank, N.A., Investment Bank
2025-06-27direct financial obligation$2.3Bsenior notesSuper Micro Computer, Inc., U.S. Bank Trust Company, Company. The Company, Barclays Bank, Citibank, N.A., Investment Bank
2025-02-21material definitive agreement$1.6Bsenior notesSuper Micro Computer, Inc., U.S. Bank Trust Company, Citibank, N.A., Wells Fargo Bank, HSBC Bank, Royal Bank
2025-02-21direct financial obligation$1.6Bsenior notesSuper Micro Computer, Inc., U.S. Bank Trust Company, Citibank, N.A., Wells Fargo Bank, HSBC Bank, Royal Bank
2024-09-30material definitive agreement$250Mterm loanSuper Micro Computer, Inc., America, N.A.
2024-07-22material definitive agreement$500Mterm loanSuper Micro Computer, Inc., America, N.A.
2024-06-21material definitive agreement$600Mmaster agreementSuper Micro Computer, Inc., Santa Fe, LLC, Lambda, Inc.
2024-06-21direct financial obligation$600Mmaster agreementSuper Micro Computer, Inc., Santa Fe, LLC, Lambda, Inc.
2024-03-22material definitive agreement$1.7Bunderwriting agreementSuper Micro Computer, Inc., Goldman Sachs & Co. LLC, Common Stock. The Company
2024-02-28material definitive agreement$1.7Bsenior notesSuper Micro Computer, Inc., U.S. Bank Trust Company, Citibank, N.A., Wells Fargo Bank, HSBC Bank, Royal Bank
2024-02-28direct financial obligation$1.7Bsenior notesSuper Micro Computer, Inc., U.S. Bank Trust Company, Citibank, N.A., Wells Fargo Bank, HSBC Bank, Royal Bank
2024-02-22material definitive agreement$1.5Bsenior notesSuper Micro Computer, Inc., America, N.A.
2024-02-20material definitive agreement$185Mterm loanSuper Micro Computer Inc., Super Micro Computer, Inc., CTBC Bank Co., Ltd., CTBC Bank
2024-02-20direct financial obligation$185Mterm loanSuper Micro Computer Inc., Super Micro Computer, Inc., CTBC Bank Co., Ltd., CTBC Bank
2024-02-01material definitive agreement$80Mpurchase agreementSuper Micro Computer, Inc., Caracol Property Owner LLC
2

What has it borrowed, and at what cost?

Each note tranche in the ledger priced since 2024, as the company itself states it, and each credit facility as signed. Nothing is netted, nothing is estimated.

No note tranche since 2024. A convertible is not counted here; it is equity in a bond's clothing and sits under question 3.

Loans and credit facilities as signed

8 rows
the commitment as the company states it — a ceiling for revolvers and delayed-draw facilities, not an amount drawn. new — a facility entered into; amendment — an increase, extension or repricing of an existing one, the amount being the new commitment as stated.
2026-01-26revolving credit facility
“The Credit Agreement provides for two revolving credit facilities in an initial aggregate principal amount of $350,000,000 (“Facility A1”) and $360,000,000 (“Facility A2” and together with Facility A1, the “Facilities”).”
$350M—0.15% fixed—CTBC Bank Co., Ltd.
2026-01-02revolving credit facility
“The Credit Agreement provides for a revolving credit facility in an initial aggregate principal amount of up to $2,000,000,000 (the “Revolving Credit Facility”).”
$2.00B—2.00% fixed2030-12-29JPMorgan Chase Bank, N.A.
2026-01-02revolving credit facility
“The Credit Agreement also provides an option to increase the aggregate principal amount of the revolving commitments by up to $1,000,000,000, subject to the satisfaction of certain conditions.”
$1.00B—2.00% fixed2030-12-29JPMorgan Chase Bank, N.A.
2024-07-22term loan
“The Term Loan Agreement provides for a $500 million term loan facility (the “Term Loan Facility”).”
$500M—SOFR + 0.10%2025-01-17N.A.
2024-02-20credit facility
“On February 16, 2024 (the “Effective Date”), the Subsidiary entered into a new general agreement for omnibus credit lines with CTBC Bank, which increased the aggregate total borrowings from time to time under the various individual credit arrangements with CTBC Bank from $105.0 million to $185.0 million.”
$185M————
2024-02-20credit facility
“(“CTBC Bank”) and (ii) various individual credit arrangements under such general agreement which provided for aggregate total borrowings of up to $105.0 million.”
$105M————
2024-02-20credit facility
“Such individual credit arrangements under such general agreement include the previous issued long and medium term loan facility of NTD 1,550.0 million in 2021 and 2020 (the “Long and Medium Loan Facility”), and each of (i) a short-term loan and guarantee line providing credit of up to NTD1,250.0 million and NTD100.0 million, respectively (the “NTD Short Term Loan/Guarantee Line”), (ii) a short-ter”
$80M————
2024-02-20term loan
“Such individual credit arrangements under such general agreement include the previous issued long and medium term loan facility of NTD 1,550.0 million in 2021 and 2020 (the “Long and Medium Loan Facility”), and each of (i) a short-term loan and guarantee line providing credit of up to NTD1,250.0 million and NTD100.0 million, respectively (the “NTD Short Term Loan/Guarantee Line”), (ii) a short-ter”
$40M————

Cost of debt, from its own statements

Latest quarter, 2026 Q2: cost of debt 3.65%, interest cover 18.65×, capex over operating cash flow 0.04×.

Cost of debt: 4 × the quarter's interest cost ÷ average funded debt (borrowings + finance lease liabilities when the company states them apart; rateBasis says which) — interest cost is the interest expense plus the interest capitalised into what the company builds where it states that for the quarter; none when it states it only for a year in which it capitalised a tenth or more of its interest; interest expense under US GAAP includes finance-lease interest, so funded debt is the cleaner basis; a manager's consolidated VIEs' debt taken out of its debt line is added back where its interest expense pays for it Interest cover: operating income ÷ interest expense. Capex over operating cash flow: cash purchases of PP&E ÷ operating cash flow; null when operating cash flow is not positive.

3

What equity has it sold?

Raises as announced, and shares actually sold under an at-the-market programme when the company states the period.

Equity and hybrid raises

5 rows
one equity or hybrid raise as the company announced it; the earliest announcement is the date; later reports that mention it are added as sources, never as new raises. At the market: an at-the-market program: sizeUsdB is the ceiling authorised, never an amount sold; sizeShares when the programme is sized in shares.
2026-06-12atm
“In addition, concurrently with this offering and pursuant to a separate prospectus supplement, we have entered into an equity distribution agreement with certain agents under which we may sell up to $1,250,000,000 of shares of our common stock in “at-the-market” transactions from time to time (the “ATM Program” and, together with the Depositary Shares Offering, the “Concurrent Financing Transactio”
$1.25B——
2026-06-12common
“Concurrently with this offering and pursuant to a separate prospectus supplement, we are making a public offering of 45,454,545 shares of our common stock, par value $0.001 per share (“common stock”) (the “Common Stock Offering”).”
45.5M shares——
2026-06-09atm
“• At-the-market offering: up to $2.0 billion at-the-market, or ATM, offering program for common stock, expected to begin no earlier than the third quarter of 2026 (the “ATM program”).”
$2.00B——
2025-02-21convertible
“WITNESSETH: WHEREAS, on February 27, 2024, the Company issued $1.725 billion aggregate principal amount of 0.00% convertible senior notes due 2029 (the “2029 Convertible Notes”) pursuant to that certain Indenture dated as of February 27, 2024 (the “Original Indenture”), between the Company and U.S.”
$1.73B0%2029
2025-02-21convertible
“(the “Company”) closed its previously announced offering of $700.0 million aggregate principal amount of 2.25% Convertible Senior Notes due 2028 (the “New Convertible Notes”) pursuant to privately negotiated agreements (the “New Convertible Notes Offering”).”
$700M2.25%2028
4

When does it come due, and who holds it?

The company's own five-year schedule, what we have placed by year from the notes and facilities since 2024, and the price the funds that hold its paper report.

Its own maturity schedule

1 rows
The company's own maturity schedule, as it states it. Not our arithmetic. $0M: a year it states as zero; a dash: a year with no figure.
2026-06-30$2.04B$6M$5M$5M$2.00B—$4.1B

What we have placed by maturity year, since 2024

2 rows
notes in the ledger since 2024 plus loans as signed since 2024, summed by maturity year and company — recent borrowing only, not the whole balance sheet. sums of stated amounts; a loan with a year-only maturity ('N-year facility') sits in that year; nothing discounted, netted or estimated.
2025—$500M01
2030—$3.00B02

Not on this ladder: facilities with no maturity date

5 rows
5 facility(ies) are not on the ladder: their maturity is stated as a basis rather than a date. loans whose maturity is stated per draw or not at all — counted nowhere on the ladder, listed here.
2026-01-26revolving credit facility$350M—
2024-02-20credit facility$185M—
2024-02-20credit facility$105M—
2024-02-20credit facility$80M—
2024-02-20term loan$40M—

No fund-reported price for its paper. Fund holdings are matched only on identifiers the ledger already holds, so a tranche with no CUSIP in the ledger cannot be matched.

5

How does it compare?

The same twelve measures every company on the AI trade page carries, beside the median across them. Below each measure, the arithmetic behind it.

Twelve measures, beside the median

11 rows
Self-funding
operating cash flow $-6.8B ÷ capex $0.2B over 4 quarters to 2026Q2
-42.3×1.31×
across 40 companies
2026Q2
Funding mix
of $0.2B of capex over 4 quarters to 2026Q2: operations -4229.8%, new debt 2080.7% ($0.0B notes + $3.4B facilities), equity 0.0%
-4229.8%—2026Q2
Off balance sheet
$0.2B off the balance sheet ÷ (that + $8.7B long-term debt); each figure as the filer last stated it (leasesNotYetCommenced 2025-06-30, longTermDebt 2026-06-30)
2.7%41.9%
across 23 companies
2026-06-30
Committed facilities
$4.3B committed across 8 new facilities, 0.49× the $8.7B of long-term debt on the balance sheet
$4.3B—2026-06-30
Marginal cost of debt
principal-weighted coupon of $3.4B priced in the last twelve months; the book carries 3.65%, a gap of -1.84 points
1.81%——
New-issue spread
coupon − 10-year Treasury on the pricing date, USD tranches only
—
no USD fixed-coupon tranche priced in the window
——
Floating-rate share
$0.5B floating ($0.0B notes + $0.5B facilities off SOFR) ÷ $4.3B raised
11.7%0%
across 40 companies
—
Rate shock (+100 bp)
$0.5B of floating debt × 100 bp = $0.01B more interest a year; interest cover would be 18.31× on the latest quarter annualised
$5M——
Secured share of new facilities
$0.0B secured ÷ $4.3B committed; $4.3B does not say
0%0%
across 24 companies
—
Refinancing burden
$2.0B due within two years; no positive operating cash flow to compare
—
operating cash flow is nil or negative
0.15×
across 23 companies
2026-06-30
Liquidity runway
($7.5B cash and equivalents as tagged — short-term investments are not included — + $4.3B committed) ÷ $0.1B a quarter of capex and interest, as of 2026Q2
132.7—2026Q2

Does our ledger explain its balance sheet?

Across 7 of 14 quarter(s) its debt rose $9.0B and the notes we hold for those quarters total $0M — 0% explained.

the change in the filer's own borrowings over a fiscal quarter, against the principal of the tranches our ledger says were priced inside that quarter; this is not a reconciliation to the penny and is not meant to be; we do not track repayments, draws under facilities, commercial paper or currency translation.

What it said about capital expenditure

“We anticipate our total capital expenditures for the fiscal year 2027 will be in the range of $380.0 million to $400.0 million, primarily relating to costs associated with our global manufacturing capabilities, including” 2026-08-31

The period: FY = the company's fiscal year as written; CY = calendar; bare year = as written.