SMCI Earnings Preview: HPC and DLC Tech Strengths vs. Dell

Bullish Gator

Analyst Olivier Blanchard expects strong Super Micro (SMCI) results driven by HPC revenue and DLC tech; monitoring backlog execution and implications for competition with Dell (DELL).

Editorial companion

What stands out

Olivier Blanchard told Schwab Network he is "expecting good things" from Super Micro as its earnings report will test whether high-performance computing (HPC) momentum and direct liquid cooling (DLC) technology can turn a fat backlog into realized profits. He zeroed in on backlog conversion and roadmap execution, and then ran the obvious comparison to Dell Technologies (DELL). If Super Micro delivers, the clip explains why smaller, specialized server makers could force meaningful pricing and product-readthroughs for big-system vendors like Dell.