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%