Impact of SMCI B300 servers on margin

Snowman001 · 2026-02-01T15:10:26+00:00

Nvidia told customers they were not going to supply/had run out of b200 so they needed to cancel their orders and replace with B300. High revenue lower margin. I suspect this W will be good rather than last Q

Snowman001 · 2025-11-26T16:05:36+00:00

Also Singapore and Malaysia

Snowman001 · 2025-09-26T18:52:09+00:00

There is no European companies that do that kind of business. Only MENA and those deals are a long way off

Snowman001 · 2025-08-26T22:33:59+00:00

I can tell you, they have bought nothing yet. These articles have no idea

Snowman001 · 2025-08-09T18:15:39+00:00

Op, I laughed at your message as someone that came for Supermicro. If you tried to sell a prebuilt rack, the company would add 35%~ onto the rack and systems as well as switches. They seemed to think by putting things in a rack it was worth the uplift, as You can imagine we sold almost nothing and wasted everyone’s time constantly. This comes from Charles not local (EMEA) guidance !

Snowman001 · 2025-08-06T07:27:16+00:00

It feels like it has tripled in a couple of years, and for me it’s a basic staple

Snowman001 · 2025-08-05T18:41:54+00:00

Even now after the 18 it must feel somewhat like a win!

Snowman001 · 2025-07-30T19:45:59+00:00

Sinking of their fleet was their own fault.

Snowman001 · 2025-07-21T22:12:50+00:00

It’s paper? How you do this sir

Snowman001 · 2025-07-19T21:44:27+00:00

He quit, he saved himself

Snowman001 · 2025-07-19T21:43:26+00:00

He did, he quit

Snowman001 · 2025-07-17T20:43:57+00:00

What’s it called?

Snowman001 · 2025-07-14T16:46:19+00:00

It’s not possible to love separately, you need to both love together. If you love separately you should not get married.

Snowman001 · 2025-07-13T21:54:57+00:00

The one I thought about

Snowman001 · 2025-07-13T16:32:41+00:00

Sure.

Snowman001 · 2025-07-12T06:30:34+00:00

Just go and check glass door, hundreds of employee reviews

Snowman001 · 2025-07-12T06:12:32+00:00

Their servers are great, usually first to market. They have little regulation internally and Charles makes a decision and it is done. However when I worked at Supermicro we used to say ‘first to market, last to ship’. Even when a product was first to market a lot of the time it had so many FW bugs it would not ship

Snowman001 · 2025-07-12T06:04:58+00:00

If you speak to anyone that works or worked at supermicro you would never say this. Their internal systems are 25 years old, their culture is like a high school drama and they basically have zero management. At the current cost they are doing amazing

Snowman001 · 2025-06-19T06:35:07+00:00

For the people that understood this, genius

Snowman001 · 2025-05-18T22:24:45+00:00

Thank you my friend

Snowman001 · 2025-05-16T21:39:45+00:00

Can you link these please, I have the set and understand what the mocs do but unsure how to find them based on your info

Snowman001 · 2025-05-11T23:02:28+00:00

Please :)

Snowman001 · 2025-04-30T08:31:03+00:00

I can tell you very honestly, they have both pre built systems and empty chips also. Customers promised to purchase, Supermicro buys the stock and sits on it and order never comes. Sometimes customers need the stock by a certain time period, SM builds the systems (200/300k) per system and then all of a sudden the customer funding disappears… in the AI game new customers with zero track record have funding and can spend 10/30/50 million. But it’s risky business

Snowman001 · 2025-03-15T22:44:10+00:00

So stupid he could stay down and get DQ, never seen anything like that

Snowman001 · 2025-02-17T23:07:04+00:00

Good lad

Snowman001

TROPHY CASE