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.
Super Micro Computer outlines aggressive outlook, sending shares higher
Investing.com - Shares in Super Micro Computer (NASDAQ: SMCI) jumped by more than 7% in early U.S. trading on Wednesday after the server maker outlined an unexpectedly positive long-term outlook and ...
Morningstar6d
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 ...
Investing7d
Super Micro Computer outlines aggressive outlook, sending shares higher
due in part to delays in the supply of key Blackwell chips from Nvidia (NASDAQ:NVDA). The processors help power Super Micro's artificial intelligence server systems. For its 2025 fiscal year, ...