Super Micro Computer Inc. shares plummeted the most in nine months after cutting its forecast for fiscal-year revenue to at least $33 billion. The move raised concerns about sales and pricing pressures in the market for powerful AI servers.
In February, Super Micro had predicted sales of $40 billion for the current fiscal year, which was significantly higher than analyst estimates. However, this new lower estimate has led investors to question the company’s outlook for demand and pricing in the AI server sector.
Source: https://www.bloomberg.com/news/articles/2025-08-05/super-micro-reports-lackluster-sales-on-delayed-server-demand