HardwareManufacturingTechnology

Supermicro Projects $1 Billion Revenue Shortfall Amid Customer Upgrade Delays

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.

Revenue Forecast Adjustment

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.

BusinessSemiconductorsTechnology

Intel’s Financial Rebound Shifts Focus to Struggling Foundry Division

Intel reported strong third-quarter results with $4.1 billion in net income, reversing previous losses. The semiconductor giant’s recovery story now centers on whether massive investments from SoftBank, Nvidia, and the U.S. government can finally turn around its struggling foundry operations.

Financial Turnaround Amid Strategic Investments

Intel has reportedly staged a significant financial recovery in the third quarter, with sources indicating the company beat Wall Street expectations through a combination of revenue growth and strategic cost-cutting measures. According to the company’s earnings presentation, Intel posted $13.7 billion in revenue with $4.1 billion in net income, marking a dramatic reversal from the $16.6 billion loss reported during the same period last year.

AISemiconductorsTechnology

NVIDIA AI Processors Set for Orbital Debut in Space-Based Data Center Initiative

NVIDIA’s AI chips are preparing for their first space deployment as startup Starcloud develops orbital data centers. The initiative aims to leverage unlimited solar energy and use deep space as a natural cooling system. This approach could address Earth-based data centers’ growing energy and environmental challenges.

Orbital Computing Initiative

NVIDIA’s artificial intelligence processors are set to make their extraterrestrial debut, according to reports from the technology company’s official communications. Sources indicate that AI startup Starcloud is preparing to launch data centers into Earth’s orbit, featuring NVIDIA’s H100 AI GPUs aboard the 60-kilogram Starcloud-1 satellite. The report states this represents the first deployment of NVIDIA’s AI chips in space operations.