Doubles annual revenue, but warns repeating that will be hard while waiting until March for Nvidia Blackwell
Supermicro has teased a datacenter construction methodology that CEO Charles Liang claimed can create a small bit barn in six months or shrink the time to build bigger houses from three to two years.
Demand for that kit is expected to accelerate, leading Supermicro to forecast FY revenue of $26 to $30 billion. The CEO's two-year build time prediction for the service referred to new AI-capable datacenters. The six-to-twelve-month forecast covered"smaller facilities or old datacenter transformations."Liang told investors that Nvidia always pushes out the data on which newly announced products will debut, and that he expects that will be the case for Blackwell.
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