Summary
Super Micro's recent financial performance has led to a sharp decline in stock value, impacting Nvidia due to their focus on the semiconductor AI server space. Super Micro's authorization of a stock split and projected revenue growth by 2025 indicate a shift towards AI servers. Discussions also touch on Blackwell delays affecting Nvidia and Super Micro's strategies to manage such setbacks, along with positive market responses to recent earnings reports. Overall, there is a bullish outlook for Nvidia's growth in the AI server market despite potential challenges.
Super Micro's Earnings Report and Impact on Nvidia
Super Micro reported a 133% decrease in stock value following earnings, affecting Nvidia. Super Micro's gross margin decline and focus on the semiconductor AI server space has raised investor concerns.
Super Micro's Revenue Guidance for 2025
Super Micro authorized a 10:1 split and expects revenue to reach $26-$30 billion in 2025, indicating growth in AI servers. This forecast demonstrates the impact of Nvidia's AI chips on the market.
Impact of Blackwell Delays and Nvidia's Performance
Discussion on the Blackwell delays affecting Nvidia, with insights on Super Micro's approach to handling delays during the Q&A session. Analysts inquire about Blackwell's shipment timeline and liquid cooling solutions.
Assessment of Blackwell Delay Probability
Assessment of the likelihood of Blackwell delays based on industry analysts' projections and Super Micro's statements. Despite potential setbacks, the demand for AI servers and Nvidia's products remains strong.
Market Response to Earnings Reports
Evaluation of the positive market response to recent earnings reports, including the adjustment in Blackwell server shipment estimates by JP Morgan. Bullish outlook for Nvidia's growth based on recent industry trends.
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