Super Micro Computer missed Wall Street estimates for profit and revenue due to delivery schedule shifts for large AI deals, causing shares to drop over 8%. Nearly $1.5 billion in revenue shifted to December due to last-minute upgrades. Collaborating with Nvidia, the company had over $13 billion in orders for new chip architecture products. Revenue was $5 billion, falling short of estimates. Adjusted earnings were 35 cents per share, below the expected 40 cents. The company expects strong demand for AI GPU platforms to drive growth in fiscal 2026, forecasting second-quarter revenue between $10-11 billion and raising annual revenue forecast to $36 billion.

Read more at Yahoo Finance: Super Micro misses quarterly estimates on delivery delays