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$NVIDIA(NVDA)$ Blackwell delay?

Extract from Supermicro earnings transcript: John Tanwang, Analyst, CGS Securities Inc.: you could break down the factors that were maybe, David, driving the reduction in the '25 revenue guidance. How much is maybe pricing related? How much do you think is related to delays or availability of Blackwell on how and the impact on hopper demand? And then maybe how much was related to your 10 ks and maybe customers not feeling so great about doing business with you until that's filed?

David Wiegand, Chief Financial Officer, Supermicro: Yes. I would say, John, that probably the biggest factor was just the delay in new technology because we were when you think about it, we were all set to go. So we were all set to ship, with liquid cooling. We were ready. And, but the problem was is that the, not everything else was.

So that was certainly a huge impact. I think, obviously, 10 10 ks delay was a distraction. But it's more about technology for us because we count on being early to market. And so that's what creates the big jumps that we have, the kind that took place last year from Q3 to Q4 when we went up 1,500,000,000 in one quarter. But remember, we finished the four quarters that ended June 30 at $15,000,000,000 And now here we are two quarters later and now we're at a trailing four quarters of over $20,000,000,000 So we have

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But remember, we finished the four quarters that ended June 30 at $15,000,000,000 And now here we are two quarters later and now we're at a trailing four quarters of over $20,000,000,000 So we have</p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Blackwell delay?\n<p>Extract from Supermicro earnings transcript: John Tanwang, Analyst, CGS Securities Inc.: you could break down the factors that were maybe, David, driving the reduction in the '25 revenue guidance. How much is maybe pricing related? How much do you think is related to delays or availability of Blackwell on how and the impact on hopper demand? And then maybe how much was related to your 10 ks and maybe customers not feeling so great about doing business with you until that's filed?</p>\n<p>David Wiegand, Chief Financial Officer, Supermicro: Yes. I would say, John, that probably the biggest factor was just the delay in new technology because we were when you think about it, we were all set to go. So we were all set to ship, with liquid cooling. We were ready. And, but the problem was is that the, not everything else was.</p>\n<p>So that was certainly a huge impact. I think, obviously, 10 10 ks delay was a distraction. But it's more about technology for us because we count on being early to market. And so that's what creates the big jumps that we have, the kind that took place last year from Q3 to Q4 when we went up 1,500,000,000 in one quarter. But remember, we finished the four quarters that ended June 30 at $15,000,000,000 And now here we are two quarters later and now we're at a trailing four quarters of over $20,000,000,000 So we have</p>\n<p><br></p></body></html>","text":"$NVIDIA(NVDA)$ Blackwell delay? 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