The server manufacturer is now expecting revenue between $4.5 billion and $4.6 billion, a considerable drop from its previous guidance of $5 billion to $6 billion.

Super Micro Computer is no longer a hyper-growth stock, but it still stands to capitalize on a long-term opportunity to expand. Analysts at Goldman Sachs forecast that global power demand from data centers will increase by as much as 165% by the end of the decade, compared to 2023, as AI workloads surge.

Super Micro Computer Inc. saw its stock tumble 15% in after-hours trading Tuesday, after pre-announcing a big March-quarter shortfall — and the transition to new Nvidia Corp. chips could be the reason why.