Super Micro Computer (SMCI) March-Quarter Revenue To Be Impacted By “Blackwell Queue” And NVIDIA’s Ongoing Preference For Hyperscalers, As Per The Insights Gleaned By An Analyst From A Fireside Chat

OSTN Staff

Super Micro Computer (NASDAQ: SMCI), one of the most prominent retailers of data center servers and liquid-cooled AI racks, has been trapped in the market’s purgatory ever since the stock cleared its biggest near-term overhang by filing its requisite financial statements with the SEC in the nick of time to avoid a damaging delisting event. Now, a Wall Street analyst has stepped up to provide some much-needed context to SMCI’s confounding weakness. Super Micro Computer recently provided a fairly disappointing near-term guidance, but was able to limit the fallout by aggressively ramping up its projections for FY 2026. To wit, […]

Read full article at https://wccftech.com/super-micro-computer-smci-march-quarter-revenue-to-be-impacted-by-blackwell-queue-and-nvidias-ongoing-preference-for-hyperscalers-as-per-the-insights-gleaned-by-an-analyst-from-a-fireside-cha/