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Paid articlePaywall Super Micro: Major Plot Twist: Super Micro Computer retains a Strong Buy rating due to robust AI infrastructure demand and outsized revenue increases ...
seekingalpha.com/article/4963495-super-micro-major-plot-twist

Super Micro Computer Non-GAAP EPS of $1.81 beats by $0.58, revenue of $19.95B beats by $3.69B
seekingalpha.com/news/4664089-super-micro-computer-non-gaap-eps-of-1_81-beats-by-0_58-revenue-of-19_95b-beats-by-3_69b

Super Micro Computer stock rises as Q1 2027 sales more than triple: Supermicro expects net sales of $72.0 billion to $82.0 billion for fiscal 2027 and $19 ...
dlvr.it/TWB56G
Only Exemplary Super Micro Earnings Can Protect It from AI Fears: Super Micro Computer reports fiscal first-quarter earnings after the stock market closes on ...
trib.al/vW8ZCtA

Paid articlePaywall Super Micro Computer: The Valuation Is A Joke (Earnings Preview): Super Micro Computer is a Buy due to a highly favorable risk/reward setup with gross margin ...
seekingalpha.com/article/4957098-super-micro-computer-the-valuation-is-a-joke-earnings-preview

Indictment: Nvidia manager allegedly smuggled AI servers to China: Taiwan has indicted nine people for illegally exporting state-of-the-art AI servers to China ...
winfuture.de/news,160826.html

Three more charged over alleged Nvidia GPU smuggling scheme to China: : Prosecutors say trio used Thai front companies to reroute high-end AI servers
theregister.com/2026/03/26/gpu_china_smuggling_charges/

Supermicro co-founder smuggled $2.5 billion worth of GPUs to China: The U.S. Department of Justice has charged a co-founder of server manufacturer Supermicro ...
winfuture.de/news,157616.html

Why Is Super Micro Computer Stock Gaining Monday? - Super Micro Computer (NASDAQ:SMCI)
benzinga.com/markets/tech/25/08/47309490/supermicro-lambda-expand-ai-infrastructure-with-nvidia-blackwell-powered-servers

Supermicro now ships powerful 4-socket X14 servers for demanding enterprise,...: San Jose, California (ots/PRNewswire) - | - | Performance increase of up to 50% ...
presseportal.de/pm/63529/6078282

Supermicro Delivers Performance | and Efficiency-Optimized Liquid | and Air-Cooled AI Solutions with...
presseportal.de/pm/63529/6055150

Supermicro's DLC-2, the next generation of direct liquid cooling solutions, reduces power,...
presseportal.de/pm/63529/6035111

AMD Epyc 4005: New server CPUs for AM5 with 3D V-Cache: AMD is expanding its CPU portfolio for the AM5 socket with six new server processors from the Epyc 4005 ...
pcgameshardware.de/CPU-CPU-154106/News/AMD-Epyc-4005-Server-CPUs-AM5-mit-3D-V-Cache-1472614/
:quality(90)/p7i.vogel.de/wcms/9b/13/9b137fbef9c6c1063a171d00829dec61/0121478447v1.jpeg)
From hosting to AI: Server family with AMD Epyc Turin: With the H14 series, Supermicro is introducing an extensive server family for AMD's new Epyc 9005 ...
it-business.de/von-hosting-bis-ki-server-familie-mit-amd-epyc-turin-a-c307b49b5d10dda1ca3afdc629f1e936/

AMD's Q1 Earning Report Shows Shocking 48% Decline in GPU Sales: Things are looking grim for AMD's Radeon division.
extremetech.com/gaming/amds-q1-earning-report-shows-shocking-48-decline-in-gpu-sales
Key FactsAMD's Gaming Revenue Plummets 48%, Unlikely Recovery Until 2025 - RDNA 3 Disinterest and Decline in Console Sales
May 1, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: tomshardware.com
Summary created with AI assistance · Source: tomshardware.com
- AMD's gaming revenue dropped by 48% year-over-year in Q1 2024 due to decreased sales of processors for Sony and Microsoft consoles and lower demand for Radeon discrete graphics cards.
- In Q1 2024, AMD's gaming segment earned $922 million, down 48% YoY and 33% QoQ. Predictions suggest a further decline throughout the year before a potential rebound in 2025.
- AMD's main gaming business revolves around SoCs for Microsoft's and Sony's consoles. With declining demand for these products, platform holders have reduced their purchases of AMD processors.
- Anticipation for the Radeon RX 8000-series RDNA 4 GPUs remains uncertain, with expectations of a significant revenue decline in 2024 and doubts about the launch and impact of high-end RDNA 4 chips.

AMD Issues BIOS Fixes For Several High Severity Zen Exploits, Update ASAP: AMD has just revealed the details of four major Zen exploits affecting nearly every ...
hothardware.com/news/amd-bios-fixes-for-zen-exploits
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