Super Micro CEO indicates Nvidia’s Blackwell likely delayed until early 2025
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BING-JHEN HONG
Super Micro Computer (NASDAQ:SMCI) CEO Charles Liang indicated during his company’s earnings call last night, he did not expect to see any meaningful volume of Nvidia’s (NASDAQ:NVDA) Blackwell GPUs until the quarter ending in March 2025.
While they might see a few Blackwell GPUs for the quarter ending in December, “the real volume, I believe, has to be March quarter next year,” he said.
The delay is why Super Micro expects “only $26B to $30B” in revenue for fiscal year 2025, which started in July 2024, Liang added.
In May, Nvidia CEO Jensen Huang said he expected a larger number of Blackwell units to arrive before the end of the current calendar year.
However, several of its biggest customers, including Meta Platforms (META), Google (GOOG)(GOOGL) and Microsoft (MSFT), have all indicated the Blackwell would likely be delayed.
Design problems encountered unusually late in manufacturing have forced the company to run new test production runs with the chipmaker Taiwan Semiconductor Manufacturing Company (TSM). Nvidia’s clients will have to wait until the first quarter of calendar year 2025 to receive large shipments.
Liang indicated they will be ready to roll once Blackwell arrives, as Super Micro has “many Blackwell-ready optimized systems and rack scale designs.”