While some customers may be waiting to purchase servers until Super Micro’s products come with Nvidia Corp.’s new Blackwell chip, “uncertainty related to tariffs and macroeconomic concerns may also be weighing on near-term demand,” Woo Jin Ho, an analyst at Bloomberg Intelligence, wrote in a note.

The server maker cut its sales outlook for fiscal 2025, citing short-term impacts of heightened economic uncertainty and tariffs that prompted some customers to delay orders of new servers and computer products.

Super Micro Computer trimmed its fiscal 2025 revenue expectation on Tuesday, adding to concerns around the server maker's position in the AI market after a litany of internal issues had brought on a potential delisting Shares of the company fell 5.