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 Super Micro Minimizes NVIDIA’s Blackwell AI GPU Delays

 Key points:
1. Q4 2024 results conference call: Super Micro discussed NVIDIA’s alleged Blackwell AI GPU delays during its Q4 2024 financial results conference call.
2. Limited impact: CEO Charles Liang reassured that any delays will not significantly affect the company, which is ready to deliver new solutions such as H200 cooling.
3. Business continuity: Super Micro is equipped to handle delays in the technology sector, considering these events as normal in the development process.
4. Future outlook: Liang predicts that significant volumes of Blackwell GPUs may not be available until the quarter ending March 2025.

During the recent Q4 2024 results conference call, Super Micro addressed concerns about possible delays of NVIDIA’s new Blackwell AI GPUs. Super Micro President and CEO Charles Liang said that although there may be delays, the overall impact on his company will be minimal. Liang explained that Super Micro views delays as a normal possibility in the technology industry and stressed that the company is ready to deploy new solutions such as the H200 cooling.

During the call, analysts expressed concerns about the effect of delays on Super Micro’s financial performance. Liang responded that any delay by NVIDIA will simply shift revenues from one quarter to the next. In addition, he specified that no significant volumes of Blackwell GPUs are expected for the third quarter of 2024, and that for the fourth quarter, ending in December, volumes are likely to be very small, with higher availability expected in the first quarter of 2025.

NVIDIA, for its part, has maintained a cautious stance without commenting directly on delays, stating instead that demand for Hopper GPUs remains strong and that Blackwell GPU production is on track to increase in the second half of 2024.

Despite the uncertainties, Super Micro remains optimistic about its financial outlook, with guidance for fiscal year 2025 in the range of $26 billion to $30 billion. The company also emphasized that it is well positioned to meet customer needs with its advanced cooling solutions designed to support not only Blackwell GPUs, but also other products such as the H200 and H100.

This adaptive strategy and ability to respond to technological delays allow Super Micro to maintain a robust position in the data center equipment market, despite the challenges that can arise in the rapidly evolving field of AI technologies.