Super Micro Computer Inc., an AI server maker, has lowered its third-quarter revenue and profit forecasts due to delays in customer spending amid a global trade war. The company, which supplies high-performance servers featuring chips from Nvidia and AMD for use in data centers supporting AI applications, now anticipates revenue between $4.5 billion and $4.6 billion, a reduction from its previous estimate of $5 billion to $6 billion. Adjusted quarterly profit is expected to be between 29 cents and 31 cents per share, down from an earlier forecast of 46 cents to 62 cents per share. The revised guidance has led to a significant drop in Super Micro's stock, falling more than 16% in extended trading. This adjustment comes as part of broader concerns about a potential slowdown in AI-related investments, exacerbated by economic uncertainties and U.S. tariffs. The company attributes the shift in sales to the fourth quarter due to delayed customer platform decisions. Analysts have noted that the cut in forecasts may reflect internal challenges at Super Micro, including higher inventory levels of older products, the abandonment of Microsoft projects set to use 2 gigawatts of electricity due to oversupply, and recent accounting issues that had previously threatened a delisting. The company's performance is seen as a bellwether for the AI server market, with implications for major partners like Nvidia and AMD. Additionally, short seller Hindenburg Research has accused Super Micro of accounting manipulation.