Nvidia may be shipping its “Blackwell” B100, B200, and GB200 compute engines, but not in enough volumes for server maker Supermicro to meet its revenue expectations in the quarter ended in December. …
All trends with AI point up and to the right, and usually pretty sharply. …
It’s still Ketchup Week here at The Next Platform, and we are going to be circling back to look at the financials of a number of bellwether datacenter companies that we could not get to during a number of medical crisis – including but not limited to our family catching COVID when we took a week of vacation at a lake in Michigan. …
With new generations of GPUs and other kinds of AI accelerators either shipping or soon to start shipping and new CPUs also soon to be available from Intel and AMD, and sales already at a historical high level at Supermicro, you might not be expecting for sales to bust through a whole new higher ceiling starting in the next quarter. …
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
It was only six months ago when we were talking about how system maker Supermicro was breaking through a $10 billion annual revenue run rate and was setting its sights on a $20 billion target. …
It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …
There is wracking up the money, and racking up the servers – and Supermicro, which is sometimes an OEM and sometimes an ODM as well as a motherboard and component supplier to those who want to be either, is doing both here at the beginning of its fiscal 2024 year. …
There is something about late September. Nvidia was founded 30 years ago on Tuesday this week, Google was founded 25 years ago on Wednesday, and Supermicro was founded 30 years ago today. …
Only a few years ago, motherboard and system maker Supermicro set a target of breaking through $10 billion in sales, and thanks to the explosion in systems for training and inference for AI applications, it looks like the company is going to bust through that goal in its fiscal 2025 ending next June. …
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