Nvidia has achieved a $5 trillion valuation without significant China sales, but upcoming trade talks could change everything. The geopolitical chess match over AI chips is entering a critical phase with major implications for global tech dominance.
Supermicro has reportedly revised its Q1 FY2026 revenue forecast downward by approximately $1 billion. The company attributes the shortfall to customer-requested upgrades delaying certain shipments into the next quarter.
Super Micro Computer, Inc. (Supermicro) has reportedly issued a business update indicating a significant revenue shortfall for its first quarter of fiscal year 2026. According to the company’s announcement, projected revenue for Q1 FY2026 is now estimated at approximately $5 billion, compared to previous guidance of $6 billion to $7 billion. This represents a downward revision of about $1 billion from the lower end of their forecast range.
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