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.

Supermicro (SMCI), a prominent $23 billion market cap player in the Technology Hardware industry, reported robust earnings for the second quarter of fiscal year 2025, driven by significant demand for ...

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JPMorgan analyst Samik Chatterjee still remains bearish on SMCI shares. Supermicro stock has rallied more than 50% over the past two weeks. JPMorgan analyst Samik Chatterjee remains bearish on ...

There have been multiple reports of Supermicro having lost share to rivals while it was dealing with accounting issues first flagged by Hindenburg and later endorsed by its ex-auditor Ernst & Young.

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