By Juby Babu (Reuters) -Super Micro Computer missed Wall Street estimates for quarterly profit and revenue on Tuesday, hit by a shift in delivery schedules for large artificial intelligence deals, sending the server maker's shares down more than 8% in extended trading. The company had warned that "design win upgrades" had pushed some expected first-quarter revenue to the second. Nearly $1.5 billion in revenue shifted from the September quarter to the December quarter due to last-minute configuration upg ...

Core Viewpoint - Shares of Sanmina Corporation surged over 22% intra-day following the announcement of a strategic partnership between AMD and OpenAI to deploy 6 gigawatts of AMD GPUs [1] Group 1: Strategic Partnership - The partnership between AMD and OpenAI involves OpenAI purchasing 6 gigawatts of AMD chips, starting with the MI450 model next year [3] - This deal is expected to benefit Sanmina's pending acquisition of ZT Systems' data center infrastructure manufacturing business from AMD, which was first disclosed in May [2] Group 2: Market Positioning - Sanmina is set to become AMD's U.S.-based new product introduction (NPI) manufacturing partner, positioning the company to leverage AMD's expanding artificial intelligence infrastructure partnerships [2] - Although the financial impact on Sanmina from the AMD-OpenAI agreement remains uncertain, analysts suggest potential gains if OpenAI or its affiliates choose Sanmina to assemble GPU racks for the project [3]