On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming Blackwell GPUs. Founder, chairman, and chief executive officer Charles Liang expressed confidence that these delayed engagements will convert into orders in the June and September quarters, helping sustain long-term growth despite macroeconomic pressures and tariff-related headwinds.