$SUPER MICRO COMPUTER INC(SMCI)$ What sets Super Micro apart are internal engineering capabilities and its modular approach to development, both of which support rapid product rollout. CEO Charles Liang says the plug-and-play nature of its servers lets the company quickly build a broad range of products featuring the latest chips from suppliers like $NVIDIA Corp(NVDA)$ .
In turn, Super Micro tends to beat competitors to market by two to six months.
In the last two years, Super Micro's revenue increased 188% and GAAP earnings jumped 277%. The company is well positioned to maintain that momentum because analysts at JPMorgan expect AI server sales to increase sixfold between 2023 and 2028.
Additionally, Super Micro is a leader in direct liquid cooling (DLC) solutions, which lower data center costs by controlling server temperatures more efficiently than traditional air cooling. Demand for DLC should increase in lockstep with demand for AI servers because they throw off a lot of heat.[Happy][Miser][Miser][Miser]
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