Despite AI Fantasies: Super Micro Computer Plummets 16% After Earnings

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Super Micro Computer closed the fiscal year 2025 with an impressive revenue increase of 47% to $22 billion. CEO Charles Liang praised the strong demand for AI systems and energy-efficient server solutions. In the final quarter, revenue reached $5.8 billion – a 25% increase compared to the previous quarter. However, earnings per share fell to only $0.41, which was significantly lower than many investors had expected. The company attributed this primarily to two factors: investment bottlenecks and delays with a major customer due to new technical...
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