Editing Super Micro Forecasts Fourth-quarter Revenue Below Estimates;...

<br>By Priyanka G<br><br>May 6 (Reuters) -<br><br>AI server maker Super Micro Computer forecast fourth-quarter revenue below Wall Street estimates on Tuesday and said economic uncertainty and tariffs might pressure near-term performance, sending its shares down 5.4% in extended trading.<br><br>The San Jose, California-based company, which has been one of the biggest beneficiaries of the surge in spending on advanced data center infrastructure to support generative AI workloads, had faced months of accounting-related issues, fanning worries of a potential Nasdaq delisting.<br><br>Super Micro - which builds AI servers using chips from Nvidia, Advanced Micro Devices and others - forecast quarterly revenue of $5.6 billion to $6.4 billion, compared with analysts' estimate of $6.82 billion, according to LSEG data.<br><br>"Looking at the AI spending plans of the large public companies, SMCI's lower guidance in sales looks like it is a self-inflicted wound," said Kim Caughey Forrest, chief investment officer at Bokeh Capital Partners LLC.<br><br>Some clients have delayed spending in the reported quarter, but those commitments are expected to land in the June-September quarter, Super Micro said in a statement.<br><br>Investors are keenly watching for any signs of a [https://www.exeideas.com/?s=pullback pullback] in AI-linked investments due to tariff-related uncertainties by parsing comments and forecasts from companies that provide critical infrastructure in the form of servers and chips to support the technology.<br><br>However, it is too early to tell whether these disappointing results indicate a cooling data center business, said Gil Luria,  [https://blogbossbabe.com/ kontol] managing director at D.A. Davidson & Co.<br><br>"It is more likely Super Micro is losing share to the likes of Dell due to company-specific problems," Luria added.<br><br>For fiscal 2025, the company forecast revenue of $21.8 billion to $22.6 billion, down from its previous projection of $23.5 billion to $25.0 billion.<br><br>The company reported its [http://dig.ccmixter.org/search?searchp=preliminary preliminary] results last week. (Reporting by Priyanka.G and Kritika Lamba in Bengaluru ; Editing by Anil D'Silva)<br><br>