Super Micro bets on Blackwell demand to boost revenue by mid-2025
Super Micro Computer ties its growth to Nvidia's Blackwell GPUs while navigating supply constraints and filing concerns.
‘Hold Your Enthusiasm for Now,’ Says J.P. Morgan About Super Micro Computer Stock
Super Micro Computer (NASDAQ:SMCI) shares had a rollercoaster ride on Wednesday, soaring as much as 13% during the session ...
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Can Super Micro really do $40 billion in revenue next year? Some analysts are skeptical.
He further noted "limited visibility around the easing of supply chain constraints for next-generation GPUs," or graphics processing units. Chatterjee kept his underweight rating on Super Micro's ...
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Super Micro (SMCI) Jumps as It Ties Growth to Nvidia's (NVDA) Blackwell AI Chips
CEO Charles Liang expressed confidence that Super Micro's 2025 revenue growth could match or exceed 2023, provided the supply chain keeps pace with demand. The company has already begun volume ...