Super Micro FQ4 Preview: High Anticipation for Blackwell & DLC Commentary

Super Micro’s report carries enormous weight given the news that Nvidia’s Blackwell will be delayed up to three months. From what we know today, the GB200 systems will be given the CoWoS-L capacity and the B100s and B200s will have to wait until more capacity comes on line from TSMC’s side. Clearly, the market is nervous about this news, and coupled with the economic data from last week, Nvidia and SMCI have seen especially weak price action with NVDA down (-10%) in a week and SMCI down (-13%) in a week.

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