Nvidia may be shipping its “Blackwell” B100, B200, and GB200 compute engines, but not in enough volumes for server maker Supermicro to meet its revenue expectations in the quarter ended in December.

Artificial intelligence server company Super Micro Computer, Inc.’s (NASDAQ:SMCI) stock has risen over 1,336% in the last five years, backed by demand for AI hardware and infrastructure in line ...

Super Micro's stock jumped 1,336% in five years as AI server demand surged, fueled by the generative AI boom and cloud growth. Analysts see Super Micro's AI server revenue cycle gaining momentum ...

Super Micro is a rival to Dell (DELL), which makes computer servers using Nvidia's (NVDA) latest Blackwell AI chips. Super Micro's CEO Charles Liang said on a call with investors late Tuesday ...

Investors in the tech giant are eagerly awaiting updates that could impact Supermicro’s future as ... interested in learning how the storage and server solutions company performed in its most ...

Supermicro builds high-performance computer servers that power cloud and AI computing. It's a well-positioned company, undoubtedly, in an area of the market that is running red-hot. What makes ...

Both issues are worth watching. On the earnings front, Super Micro (SMCI) is dealing with stiff competition in the market for artificial-intelligence servers, a factor that's pressured margins in ...

There are three main narratives that shaped Super Micro Computer’s (NASDAQ:SMCI) outlook through 2024. Last year started with the AI Server company’s rewarding partnership with GPU maker ...

as competition between server makers heats up for high-performance computers used to train artificial intelligence models. Super Micro, which has so far been one of the beneficiaries of a spending ...

Bryson also noted that he is beginning to see signs of more competition in the market for AI servers. Super Micro was one of the first companies to focus on that market, and in 2023 and 2024 its ...

Super Micro Gains on Long-Term Forecast, Pledge on Filings Company ‘believes’ it will meet Nasdaq deadline for results Server maker optimistic about new AI chips from Nvidia ...