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AMD and Super Micro Shares Slide as AI Growth Expectations Dim After Data Center Results Miss

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Shares of Advanced Micro Devices (AMD.O) and server maker Super Micro Computer (SMCI.O) fell sharply in early trading Wednesday after both companies reported weaker-than-expected results in their data center segments, casting doubt on their AI growth prospects and competitive standing. AMD shares dropped 5.1%, while Super Micro plummeted 18.2%, with the latter potentially losing over $6 billion in market value.

AMD’s data center revenue, driven by Instinct AI chips and server CPUs, grew 14% to $3.2 billion in Q2—slightly below analyst forecasts—and lagged far behind rival Nvidia’s 73% jump to $39.11 billion in the same segment. Jefferies analysts said the AI outlook failed to deliver the strong upside some investors anticipated. CEO Lisa Su cited U.S. export restrictions on AMD’s MI308 AI chips to China as a factor in year-over-year AI revenue declines, with no clear timeline for lifting those limits. HSBC noted that expectations for revenue recovery from lifting export restrictions appear muted.

The chip sector faces additional risks from impending U.S. tariffs on semiconductor imports and supply chain vulnerabilities tied to Taiwan Semiconductor Manufacturing Company (TSMC), which produces AMD’s advanced 3-nanometer wafers. Analyst Michael Ashley Schulman warned any slowdown at TSMC could disproportionately impact AMD.

Super Micro missed Q4 estimates amid intense competition from larger server makers Dell and HP, suffering from execution issues and Nvidia chip supply delays. Analyst Gil Luria of D.A. Davidson noted signs of market share loss. While over 70% of Super Micro’s Q4 revenue is linked to AI platforms, the company’s margins remain pressured by high AI server production costs and fierce rivalry. Bank of America analysts highlighted ongoing uncertainty over the gross margin impact this quarter.

Super Micro CEO Charles Liang expressed optimism about improved chip availability driving better growth going forward. Dell’s shares also declined 1.7% on the news.

AMD trades at a forward price-to-earnings multiple of 32.39, compared to Super Micro’s 19.69.

CDW Beats Q1 Estimates as Healthcare and Education Drive Hardware, Software Demand

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CDW Corp. (CDW.O) exceeded Wall Street expectations for both revenue and profit in the first quarter of 2025, fueled by strong demand from healthcare, education, and public sector clients for IT hardware, software, and related services.

The Vernon Hills, Illinois-based IT distributor reported net sales of $5.20 billion, surpassing the $4.93 billion estimate (LSEG data), as end-markets showed signs of spending resilience despite ongoing economic uncertainty.

“While economic uncertainty continues to persist, certain end-markets experienced improved customer spending during the first quarter,” the company said in a statement.

Segment Highlights:

  • Public segment revenue: $1.88 billion, up 10.3% year-over-year

  • Corporate segment revenue: $2.23 billion, up 6.3%

  • Adjusted EPS: $2.15 vs. $1.96 expected

CDW’s public segment—serving sectors like healthcare and education—was a key driver of growth, while its corporate business remained the largest contributor overall. The company also noted continued demand for desktops, notebooks, mobile devices, cloud solutions, and cybersecurity services.

CDW partners with major vendors such as Cisco, Dell Technologies, HP, and Microsoft, delivering integrated IT solutions to enterprise, government, and institutional clients across the U.S., U.K., and Canada.

The results underscore CDW’s strong market position and ability to navigate industry headwinds, as organizations continue to prioritize digital transformation, remote access tools, and IT infrastructure upgrades.

HP Launches AI-Enhanced EliteBook, ProBook, and OmniBook Copilot+ PCs with Latest Intel, AMD, and Snapdragon Chips

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HP has launched its latest lineup of laptops in India, introducing refreshed versions of the EliteBook, ProBook, and OmniBook series. The new models come under the Copilot+ PC branding, which signals a strong emphasis on AI-enhanced computing. Aimed at a diverse range of users—from enterprise customers and retailers to creative professionals and everyday users—these laptops promise to deliver higher performance, smarter features, and improved user experiences through the integration of AI capabilities.

The EliteBook and ProBook series, traditionally designed for professional and business environments, now include the HP EliteBook 8 (G1i, G1a), EliteBook 6 (G1q, G1a), and ProBook 4 G1q models. These devices are engineered with a focus on productivity, security, and durability. On the other hand, HP has expanded its OmniBook lineup for creators and freelancers with four new models: the OmniBook Ultra 14, OmniBook 5 16, OmniBook 7 Aero 13, and OmniBook X Flip 14, offering features suited for content creation, portability, and performance-heavy tasks.

All new HP Copilot+ PCs are powered by next-generation chipsets including the Intel Core Ultra 200 V series, AMD Ryzen AI 300 series, and Qualcomm Snapdragon X series. These processors are paired with dedicated Neural Processing Units (NPUs) that can perform between 40 to 55 trillion operations per second (TOPS), enabling a range of AI-driven functions such as real-time language translation, intelligent photo editing, and faster productivity workflows.

In terms of pricing, the HP EliteBook 8 G1i starts at Rs. 1,46,622, while the EliteBook 6 G1q begins at Rs. 87,440. The ProBook 4 G1q is priced from Rs. 77,200. Pricing for the G1a variants of the EliteBook models is yet to be disclosed. As for the OmniBook range, the Ultra 14 starts at Rs. 1,86,499, the X Flip 14 at Rs. 1,14,999, the 7 Aero 13 at Rs. 87,499, and the 5 16 from Rs. 78,999. All models are available via HP’s online store and HP World retail outlets across India.