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Super Micro Computer trimmed its first-quarter revenue forecast on Thursday, citing a shift in customer delivery schedules for large artificial intelligence deals.
Shares of the company fell around 7% after it said “design win upgrades” pushed some expected revenue to the second quarter.
The AI server maker said it now expects first-quarter revenue for fiscal year 2026 to be $5 billion, compared with its earlier forecast of between $6 billion and $7 billion.
Analysts were expecting $6.52 billion revenue for the quarter ended September 30, according to…
