Server maker Super Micro fans AI spending worries with cuts to revenue, profit estimates

AI server maker Super Micro Computer on Tuesday cut its third-quarter revenue and profit expectations due to delays in customer spending, amplifying worries of a pullback in AI-linked investments and pushing its shares down 16%. The dour projections come after months of accounting issues had prompted a potential delisting, damaging customer and investor confidence in a company that had emerged as one of the biggest winners of the AI trade.

Investor jitters around AI spending have also heightened as US President Donald Trump’s sweeping tariffs on…