Key Takeaways SMCI's Server and Storage Systems segment is fueled by hyperscaler, AI, and HPC demand.Early availability of NVIDIA Blackwell and strong DLC adoption boosted data center traction.Margins remain pressured by customer mix, pricing, and costs tied to DLC AI GPU clusters.Super Micro Computer (SMCI) is set to report its fourth-quarter fiscal 2025 results on Aug. 5. Investor attention is firmly focused on the company’s server and storage business, which is driven by robust traction from hyperscalers ...