By Juby Babu (Reuters) -Super Micro Computer missed Wall Street estimates for quarterly profit and revenue on Tuesday, hit by a shift in delivery schedules for large artificial intelligence deals, sending the server maker's shares down more than 8% in extended trading. The company had warned that "design win upgrades" had pushed some expected first-quarter revenue to the second. Nearly $1.5 billion in revenue shifted from the September quarter to the December quarter due to last-minute configuration upg ...

公司股价表现 - Sanmina公司股价在周一盘中飙升超过22% [1] 股价上涨驱动因素 - AMD与OpenAI宣布战略合作 计划部署6吉瓦的AMD GPU [1] - 市场乐观情绪源于该合作可能使Sanmina受益于其从AMD收购ZT Systems数据中心基础设施制造业务的待定交易 [2] - 根据此前协议 Sanmina将成为AMD在美国的新产品导入制造合作伙伴 [2] - 该合作可能使Sanmina从AMD不断扩展的人工智能基础设施合作伙伴关系中获益 [2] 合作具体内容与潜在影响 - AMD与OpenAI的协议要求OpenAI购买6吉瓦的AMD芯片 从明年的MI450型号开始 [3] - 尽管对Sanmina的财务影响尚不确定 但分析师认为若OpenAI或其关联方选择Sanmina为该项目组装GPU机架 公司可能获得收益 [3]