Super Micro CEO Blows The Lid Off NVIDIA’s Latest Blackwell AI GPU’s Purported Delay

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Data center equipment provider Super Micro shared details about reports of a delay in NVIDIA's latest Blackwell AI GPUs during the firm's Q4 2024 earnings call conference earlier today. Blackwell is NVIDIA's leading edge AI GPU lineup, and during the call, Super Micro's chairperson and CEO Charles Liang shared that the overall impact of any delay should not be significant for his firm and that it was ready to deploy and provide customers with new products like H200 cooling.

Super Micro Treats Potential NVIDIA Delays As Completely Normal, Says Chairperson

The Super Micro earnings call was the first time analysts were able to tune into a company that's a part of NVIDIA's artificial intelligence ecosystem. Right off the bat, the firm's management was peppered with questions about potential GPU delays affecting its financials, which management had shared was because of the nonavailability of components.

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The first question that probed Super Micro came from JPMorgan, and in response, Liang affirmed that his firm had "heard that NVIDIA may have some delay." However, he stressed that Super Micro treats any potential delays "as a normal possibility" since technology companies "always have a chance to go in a little bit or push out a little bit."

In this case, it appeared to him that NVIDIA "push[ed] out a little bit," which does not affect Super Micro's ability to provide its customers with a "new solution like H200 cooling" since Super Micro has lots of customers. He concluded by adding that "this push out overall impact to us, there should be not too much."

Among the significant coverage that the rumored Blackwell delay has received, Citi has assured investors that even if the GPUs are delayed, the impact on