Super Micro Impacted By AI Server Delays And Nvidia Supply Limits, Analysts Lower Forecast

1. Super Micro's Q3 results missed estimates, impacting NVDA's supply chain. 2. Analysts expect demand shifts towards next-gen AI platforms affecting Super Micro's margins. 3. Limited availability of products initially shipped to select NVDA accounts was noted. 4. Super Micro's fourth-quarter revenue guidance is below analyst expectations. 5. Analysts remain cautiously optimistic about long-term AI and HPC growth.