Supermicro Reports High AI Earnings Amid Blackwell Supply Constraints




📅 - Supermicro reported strong financial performance for the second quarter of fiscal year 2025, driven by continued demand for AI infrastructure and data center solutions. However, supply chain constraints, particularly related to NVIDIAs highly anticipated Blackwell architecture, present potential challenges in sustaining this momentum.

The company announced preliminary net sales between $5.6 billion and $5.7 billion for the quarter ending December 31, 2024, representing a 54% year-over-year increase. Supermicros balance sheet remains robust, with an estimated $1.4 billion in total cash and cash equivalents as of December 31, 2024, against a total debt of approximately $1.9 billion, of [...][... Check source for end of article ...]
Tags: AI

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