AI server makers Dell, HPE fall after Super Micro cuts forecast

Shares of AI server makers fall premarket after Super Micro SMCI.O cuts forecast due to customers delaying purchases

Dell DELL.N down 3.8%, Hewlett Packard Enterprise HPE.N slips 2.2%, SMCI itself tumbles 16.7%

While several big tech firms have reaffirmed AI spending plans, there are worries companies might reduce AI infra spending due to uncertain economic outlook

Nvidia NVDA.O falls 2%, AMD AMD.O down 0.9%

As of last close, DELL has slid ~19% YTD and HPE ~24%, while SMCI has climbed ~18%; NVDA down 19% YTD and AMD 20.5%