SMCI management described strong AI demand and cited about $60 billion in orders. Accounting questions and an export-control case remain, so the story does not clearly change the company's outlook.
Strong AI demand and the reported order book could support sales. But the story also reports accounting questions and a contractor's guilty plea tied to export restrictions. The new CFO's appointment does not show those issues are resolved, so the story does not clearly change SMCI's outlook.
WDC's former executive became SMCI's CFO. The story reports no change to WDC's business, so it does not change the company's outlook.
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