NVIDIA Blackwell GPU delivery delay storm reemerges, Super Micro Computer CEO expects delay until early 2025

Super Micro Computer CEO predicts that NVIDIA's Blackwell GPU will not see significant growth before the March quarter of 2025, the delayed sales expectation directly impacting Super Micro Computer's revenue forecast for the 2025 fiscal year. Previously, NVIDIA CEO Jensen Huang stated that a large number of Blackwell devices were expected to be launched by the end of the year, but major customers have hinted at possible delays in the release. Super Micro Computer remains optimistic about the prospects of Blackwell GPU, but the stock price has dropped by 20%. NVIDIA's stock price also fell by 5% on the same day. Super Micro Computer's financial report for the fourth quarter of the 2024 fiscal year shows that the company's revenue and profit did not meet analyst expectations