$NVIDIA(NVDA)$ $SUPER MICRO CO

$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Advanced Micro Devices(AMD)$ $Amazon.com(AMZN)$ $Meta Platforms, Inc.(META)$ The AI infrastructure buildout is far from over.

NVIDIA supplies the GPUs. AMD is gaining traction with Instinct accelerators. Amazon continues expanding AWS AI infrastructure. Meta is investing tens of billions into AI compute and next-generation data centers.

None of that scales without the servers, rack-scale systems, liquid cooling, and integrated infrastructure to deploy it.

That's where SMCI comes in.

With a record backlog, more than $60B in new orders, and gross margin guidance improving to 15–17%, Supermicro is positioned to benefit if AI infrastructure spending remains strong.

The AI leaders are spending. The infrastructure buildout continues. The upcoming earnings report will be an important opportunity for SMCI to show how that demand is translating into its business.

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