Nehal Sushil Chokshi

Nehal Sushil Chokshi questioned if Super Micro expects to continue bringing power efficiency advantages to market faster than NVIDIA's reference architecture, making it a branding element. He also asked about the 10% customer's contribution to Q2 upside, their expected status in Q3, and the ramp of the DataVolt contract.

Answer

Charles Liang (CEO) expressed confidence in Super Micro's engineering to deliver total solutions 3-6 months earlier than competitors, aiding customer's time-to-online. He noted a broadly growing customer base, making the 10% customer status less predictable due to rapid overall revenue growth, but did not specifically address the DataVolt ramp.

Nehal Sushil Chokshi questioned if Super Micro expects to continue bringing power efficiency advantages to market one generation faster than NVIDIA's reference architecture, and if this will become a core part of Super Micro's branding. He also asked if the 10% customer was the primary driver of the quarter's upside and if the DataVolt contract is beginning to ramp.

Answer

CEO Charles Liang affirmed Super Micro's ability to bring total solutions to market 3-6 months earlier than competitors due to its strong engineering, which will continue to drive future growth. He noted that the company is gaining a broad base of good customers across all territories, leading to diversified growth, but did not specifically address the DataVolt contract.