Super Micro Computer's (SMCI) post-earnings rally on a modest quarter was accompanied by a slashed FY25 guidance. See my ...

Super Micro bets big on Nvidia's Blackwell chips, but analysts remain cautious amid supply constraints and AI server ...

Supermicro said it expects revenues to range between $23.5bn to $25bn for FY25, down on the company’s previous forecast of ...

NVIDIA Corporation (NASDAQ:NVDA) shares are trading 2% lower in pre-open trading Wednesday following the hot CPI report, but investors may want to pay attention to another piece of news.

Super Micro Computer ties its growth to Nvidia's Blackwell GPUs while navigating supply constraints and filing concerns.

On Feb. 26, Nvidia will report its latest financial results for its fiscal 2025 fourth quarter (ended Jan. 31), and I think ...

Nvidia may be shipping its “Blackwell” B100, B200, and GB200 compute engines, but not in enough volumes for server maker ...

Advanced Micro Devices (NASDAQ:AMD) has long been seen as a formidable challenger in the semiconductor space, steadily ...

The revenue figures for January 2025 from Quanta and Foxconn have achieved historical highs despite reports of delivery ...

The stock had also fallen into the end of the year based on fears of share losses in Nvidia's Blackwell product line, so it was perhaps primed for a bounce back. In the fourth quarter, Monolithic's ...

Amazon’s CEO plans to invest more than $100 billion this year, mostly in AI infrastructure — but could face challenges buying ...