Super Micro Computer sank in December, along with other skittishness in the AI datacenter market. The company has strong guidance for growth in 2026, but is facing risks of a downturn in AI spending.
Super Micro was seemingly vindicated from its accounting scandal at the end of 2024. Yet growth slowed as the Nvidia's AI customers moved from Hopper to Blackwell. But the company also inked a $20 ...