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Oracle Deal Collapse Sends Super Micro Stock Tumbling [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
a large order for Nvidia ( NASDAQ:NVDA ) GB300 NVL72 racks, adding to pressure on the server maker. Super Micro has also faced questions about its supply chain and inventory, which may weigh on near-term sales. Super Micro's business with xAI appears to have slowed after shipments for the Colossus 2 data center wrapped earlier this year. The report said the next Rubin platform is still months away, leaving a gap before new demand may pick up. Warning! GuruFocus has detected 6 Warning Signs with SMCI. Is SMCI fairly valued? Test your thesis with our free DCF calculator. Super Micro is also holding excess B200 GPU inventory built for earlier xAI orders, while some of that work shifted to Dell (DELL) and Hewlett Packard Enterprise (HPE). That could raise the risk of write-downs if the older hardware does not move quickly. Super Micro still posted fiscal second-quarter revenue of $12.68 billion, while adjusted earnings per share came in at $0.69. The company also lifted full-y
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