Charles Liang, CEO of Super Micro, speaks at the HumanX AI conference at in Las Vegas on March 10, 2025.Super Micro issued disappointing guidance on Tuesday, a week after the server maker provided preliminary results for the latest quarter that fell far shy of Wall Street's expectations. The stock slid about 4% in extended trading. Here's what the company reported in comparison with LSEG consensus:Earnings per share: 31 cents adjusted vs. 50 cents expectedRevenue: $4.60 billion vs. $5.42 billion expectedWhi ...

Group 1 - The analyst focuses on macroeconomic trends with a global perspective, emphasizing sectors such as technology, semiconductors, AI, and energy [1] - The investment strategy is centered on a long-only, unleveraged portfolio aimed at capital preservation and capturing asymmetric upside during market dislocations [1] - The Nasdaq High-Alpha Black Swan Portfolio is a key component of the analyst's work, designed for resilience and long-term outperformance [1] Group 2 - The analyst has disclosed a beneficial long position in shares of NVDA and AMD, indicating a personal investment interest in these companies [2] - The article expresses the analyst's own opinions without any compensation from the companies mentioned, ensuring an independent viewpoint [2]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Super Micro shares fell as much as 19% on Tuesday after the server maker announced preliminary results for the fiscal third quarter that were lower than analysts had projected.Here's how the company's preliminary numbers compare with the LSEG consensus:Earnings per share: 29 to 31 cents per share adjusted vs. 54 cents expectedRevenue: $4.5 billion to $4.6 billion vs. $5.50 billion expectedSuper Micro lowered the ranges from earlier guidance for the quarter, which ended on March 31, according to a statement. ...

Core Viewpoint - The report highlights the transformative impact of the AI boom on the global server market, with Nvidia GPUs being a key driver of this growth, leading to a significant increase in server revenue in Q4 2024 compared to the previous year [1][5]. Market Overview - The global server market revenue reached $77.321 billion in Q4 2024, marking a 91% year-over-year increase, the second-largest growth since 2019 [5][7]. - Non-x86 server revenue surged by 262.1% to $22.5 billion, while x86 server revenue grew by 59.5% to $54.8 billion [1][5]. - Embedded GPU servers accounted for over half of the market revenue growth, with a 192.6% increase year-over-year [1][5]. Company Performance - Nvidia dominated the embedded GPU market, capturing 90% of the total shipments in Q4 2024 [2][5]. - Dell Technologies and Super Micro tied for the top position in market share at 7.2% and 6.5% respectively, with revenue growth of 20.6% and 55% [3][7]. - ODM Direct suppliers accounted for 47.3% of total revenue, experiencing a remarkable 155.5% growth [3][7]. Regional Insights - Canada recorded the highest year-over-year growth rate at 118.4%, while the U.S. accounted for 56% of total revenue [6][7]. - China saw a 93.3% increase, representing nearly a quarter of global quarterly revenue [6][7]. - Other regions, including Japan (66.9%), other Asian countries (43.8%), and EMEA (28.2%), also experienced significant growth [6][7].

Summary of Datacenter Market Insights Industry Overview - The report focuses on the **Datacenter Market**, specifically the **server segment** within the **Asia Pacific** region, highlighting trends and insights for 2024 and 2025 [1][8]. Key Insights 1. **Server Shipment Growth**: - Total server shipments increased by **17%** in 2024, primarily driven by cloud demand. For 2025, cloud demand is expected to grow by an additional **5-10%**, while enterprise demand is projected to rise by **0-5%** [1][6]. 2. **Quarterly Performance**: - In **4Q24**, global server shipments reached **4.0 million units**, reflecting an **8%** quarter-over-quarter (q/q) increase and a **25%** year-over-year (y/y) increase. The growth was mainly attributed to cloud demand, with a notable acceleration from **1%** q/q in **3Q24** to **8%** q/q in **4Q24** [2][12]. 3. **AI Server Shipments**: - AI server shipments continued to rise in **4Q24**, but at a slower pace compared to **3Q24** due to a transition in GPU platforms. Notably, Super Micro reported a **3%** decline in shipments q/q, while Huawei's shipments surged by **93%** q/q [3][4]. 4. **ODM Direct Shipments**: - Aggregate ODM direct shipments totaled **1,474k units** in **4Q24**, marking an **11%** q/q increase and a **45%** y/y increase. ODMs regained market share in general server markets from OEMs, with ODM direct server average selling price (ASP) rising by **15%** q/q to **US$24.9k** [4][15]. 5. **Regional Performance**: - The **USA** outperformed other regions in **4Q24**, with shipments up **42%** y/y, followed by **APxJ** at **21%** y/y, **Japan** at **7%**, **Western Europe** at **2%**, and **Rest of World (RoW)** at **1%** [12][27]. 6. **Segment Performance**: - High-end server shipments grew by **310%** y/y in **4Q24**, mid-range servers increased by **109%** y/y, and entry-level servers saw a **17%** y/y growth. This trend aligns with the ongoing ramp of AI servers and general compute server demand [13][14]. 7. **Vendor Market Share**: - ODMs captured **37.3%** of the market share in **4Q24**, up **90 basis points** q/q. Dell's market share decreased to **9.6%**, while HP's share fell to **7.8%**. Huawei's market share increased to **2.3%**, reflecting a **100 basis point** increase q/q [16][12]. Stock Implications - The report suggests a preference for **component suppliers** with content share gains over ODMs/OEMs. Notable companies mentioned include **Delta**, **AVC**, **GCE**, and **Wistron**, among others [7][8]. Additional Insights - The **GB200 server racks** began ramping production in late February 2025, with expectations to deliver **2k racks** in **1Q25** and **5-8k racks** in **2Q25**. However, significant volumes for B300/GB300 will not be delivered until September at the earliest [5][6]. This summary encapsulates the critical insights and trends from the datacenter market, providing a comprehensive overview of the current state and future expectations within the server segment.

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Singapore media have linked a local fraud case to the alleged movement of Nvidia chips to be used by Chinese AI firm DeepSeek. Servers that may contain AI-powering Nvidia chips shipped from the United States to Singapore ended up in Malaysia, but their actual final destination remains a mystery, the city-state's interior ministe ...