財經台韭菜
2024-4-13 14:13:14
Baird and keybanc out with notes confirming some of the rumors we heard floating around last week around MSFT cuts. Baird says they believe the Mi300x has been cut by a US hyperscaler and is not sure whether the cut is due to mkt share shift or hyperscaler scaling down numbers. Baird also questions how improving H100 supply in June could affect Mi300x orders.
Keybanc confirms saying that MSFT is cutting its forecast for Mi300x to reallocate capex associated with the higher cost GB200 and AMD is supply constrained on SOI and unable to service its full backlog.