$SUPER MICRO COMPUTER INC(SMCI)$ While bears argue over headlines, Supermicro is positioned directly inside the infrastructure buildout powering the biggest AI workloads on earth.
NVDA has a deep platform/OEM relationship with them across next-gen GPU systems. AMD is tied in through Instinct-based AI infrastructure, and Intel through longstanding server/platform collaboration. Supermicro systems are also deployed in xAI's massive AI clusters, with major hyperscale and neocloud customers driving rack-scale demand. Their direct liquid-cooling technology is built for increasingly power-dense AI factories.
Now combine that positioning with $11.1B quarterly revenue, $60B+ in new orders, a record backlog, and $65B–$72B FY27 revenue guidance.
Every new hyperscale AI data center needs compute, racks, networking, storage, and increasingly liquid cooling. Supermicro isn't trying to predict which AI application wins. It sells the infrastructure the winners need to compete.
That's the Supermicro bull thesis, and I believe Wall Street is still underestimating the scale of it.
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