In response, Super Micro formed a special committee to investigate, which ultimately found no evidence of misconduct. The ...

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

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 ...

Shares of Semtech Corp. (SMTC) edged lower by nearly 1% in Friday’s pre-market trade after analysts at Baird trimmed their ...

Is the recent emergence of Chinese AI startup DeepSeek, alongside supply chain issues for NVIDIA’s next-generation GB200 AI ...

Supermicro, Inc. (NASDAQ: SMCI) announced full availability of its AI data center Building Block Solutions  accelerated by ...

ASUS announced last year the AI POD featuring the NVIDIA GB200 NVL72 platform, and they have now confirmed that mass ...