Category: Finance
Super Micro Computer's earnings call is attracting attention as analysts assess NVIDIA's performance and AI investment trends. Concerns arise over potential adjustments to SMCI's outlook due to product delays and weakening demand for H100 and H200 products. Microsoft's earnings call adds complexity, highlighting an AI capacity shortage related to data center space rather than server availability. The outcome of SMCI's call will be pivotal for understanding future AI investments and server demand.
Keywords: Super Micro Computer, NVIDIA, AI investments
Update At: 8/7/2024