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Super Micro may have to dump NVIDIA Blackwell to survive – analyst

Investing.com
Summary
Nutrition label

78% Informative

Super Micro Computer Inc (NASDAQ: SMCI ) has been under intense pressure over the last few months related to a short seller report, delayed financial filings, the risk of delisting, and last week’s auditor resignation.

Lynx Equity Strategies analyst KC Rajkumar now thinks the company may have no choice but to remove the more expensive NVIDIA program off its shipment pipeline.

The analyst believes SMCI faces major challenges, starting with fixing its unsustainable inventory and profit issues.