Nov 4 (Reuters) - Super Micro Computer missed Wall Street estimates for quarterly profit and revenue on Tuesday, hit by a shift in delivery schedules for large artificial intelligence deals, sending the server maker's shares down more than 8% in extended trading.

The company SMCI.O had warned that "design win upgrades" had pushed some expected first-quarter revenue to the second quarter.

The increasingly competitive AI server landscape, along with tariff-induced uncertainty in the non-hyperscaler and enterprise segment of the market, is weighing on Super Micro.

Investors are watching for updates on production capacity and component availability, given surging lead times for graphics processing units (GPUs) and cooling modules, as Super Micro's growth continues to hinge on data center demand, said Gadjo Sevilla, senior analyst for technology and AI at eMarketer.

"The entire semiconductor industry is bracing for trade friction with China and potential tariff escalation could weigh on future profitability," Sevilla said.

Super Micro's collaboration with Nvidia NVDA.O allows it to be among the first to market with systems built around new chip architecture, with its fully-integrated systems featuring the AI giant's latest GPUs being critical to its success.

It posted first-quarter revenue of $5 billion, missing analysts' average estimate of $6 billion, according to data compiled by LSEG.

Its adjusted earnings of 35 cents per share fell short of estimates of 40 cents.

Super Micro forecast second-quarter revenue in the range of $10 billion to $11 billion, above analysts' average estimate of $7.83 billion.

It also raised its annual revenue forecast to $36 billion, from its earlier projection of $33 billion.