Super Micro Computer, Inc. (SMCI) Q1 2025 Earnings Call Transcript Summary
Super Micro Computer, Inc. (SMCI) Q1 2025 Earnings Call Transcript Summary
The deployment of the world's largest DLC AI supercluster with 100,000 NVIDIA GPUs showcases notable advancements in engineering and logistics.The following is a summary of the Super Micro Computer, Inc. (SMCI) Q1 2025 Earnings Call Transcript:
以下是Super Micro Computer, Inc. (SMCI) 2025年第一季度業績會Transcript摘要：
Financial Performance:
財務表現:
Super Micro reported preliminary Q1 net revenue ranging between $5.9 billion to $6 billion, a significant year-over-year increase of 181%.
Non-GAAP gross margin noted was approximately 13.3% while non-GAAP operating margin was about 9.9%, both seeing improvements from the prior quarter. Q1 non-GAAP earnings per share ranged from $0.75 to $0.76, marking a 122% year-on-year increase.
Super Micro報告Q1初步淨收入在59億至60億美元之間，同比增長181%。
非GAAP毛利率約爲13.3%，而非GAAP營業利潤率約爲9.9%，均較上一季度有所改善。Q1非GAAP每股收益範圍在0.75美元至0.76美元之間，年同比增長122%。
Business Progress:
業務進展:
The deployment of the world's largest DLC AI supercluster with 100,000 NVIDIA GPUs showcases notable advancements in engineering and logistics.
Expansion plans included finalizing new Malaysia campus for production, scaling Silicon Valley facilities, and developing full scale liquid cooled datacenters which signify strategic geographical and technological growth.
Introduction of the Super Cloud Composer (SCC) enhances DLC datacenter management, aiming to boost market share in liquid cooled data center infrastructures.
部署全球最大的DLC人工智能超級計算集群，配備10萬英偉達GPU，展示了在工程和物流方面顯著的進步。
擴張計劃包括完善位於馬來西亞的新園區以進行生產，擴大硅谷設施規模，並發展全尺寸液冷數據中心，標誌着戰略地理和技術增長。
Super Cloud Composer (SCC)的推出增強了DLC數據中心管理，旨在提升在液冷數據中心基礎設施方面的市場份額。
Opportunities:
機會：
Strong anticipated demand for AI technologies leverages company growth, with DLC solutions expected to grow market share significantly in the upcoming year.
Plans to grow liquid cooled infrastructure adoption in new datacenters between 15% to 30% over the next 12 months, coupled with expanding global manufacturing capabilities to meet increased production demands.
預計對人工智能技術的強勁需求推動公司增長，預計DLC解決方案在未來一年將顯著增加市場份額。
計劃在接下來的12個月內將新數據中心中液冷基礎設施的採用率提高15%至30%，並擴大全球製造能力以滿足增加的生產需求。
Risks:
風險：
Amid continued rapid growth, the challenge remains in the timing and availability of new generation GPU chips such as Blackwell, influencing production and revenue projections.
在持續快速增長的情況下，挑戰在於新一代GPU芯片（如Blackwell）的時機和可用性，影響生產和營業收入預測。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。
