Can Super Micro really do $40 billion in revenue next year? Some analysts are skeptical. - MarketWatch

1. Super Micro targets $40 billion revenue next fiscal year, above analyst estimates. 2. Analysts remain skeptical about achieving this revenue goal amid strong competition. 3. Improved Nvidia Blackwell supply could increase Super Micro's revenue down the line. 4. JPMorgan and Needham analysts suggest conservative revenue forecasts of $35 billion. 5. Competition may limit margins for Super Micro's AI server products.