$SUPER MICRO COMPUTER INC(SMCI

Good Company, bad business people. If Uncle Charles can keep his company clean and tidy , this will blast off. 🚀🚀🚀

This post serves as the first major piece of formal public knowledge directly from Supermicro's leadership confirming a joint, massive hardware partnership involving both SpaceX and xAl.

"Space is our big future!"

This directly links to SpaceX's formal long-term project to deploy orbital Al data centers. SpaceX has officially advanced plans to launch specialized satellites designed to act as space-based Al compute nodes (targeting 150 kW peak power units utilizing Starlink technology) to solve Earth's power and cooling constraints.

Supermicro recently reported a massive $39 billion backlog in advanced Al server orders across its major clients. A gigawatt-scale buildout of this nature for SpaceX and xAl will undoubtedly command a multibillion-dollar slice of that ongoing hardware pipeline.

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Comments

joozy
06-15 19:52
joozy
39B backlog is the hook, but clean books matter more lol. If execution stops being a bug, SMCI can rip 🚀

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If Uncle Charles can keep his company clean and tidy , this will blast off. 🚀🚀🚀\nThis post serves as the first major piece of formal public knowledge directly from Supermicro's leadership confirming a joint, massive hardware partnership involving both SpaceX and xAl.\n\"Space is our big future!\"\nThis directly links to SpaceX's formal long-term project to deploy orbital Al data centers. SpaceX has officially advanced plans to launch specialized satellites designed to act as space-based Al compute nodes (targeting 150 kW peak power units utilizing Starlink technology) to solve Earth's power and cooling constraints.\nSupermicro recently reported a massive $39 billion backlog in advanced Al server orders across its major clients. 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If Uncle Charles can keep his company clean and tidy , this will blast off. 🚀🚀🚀 This post serves as the first major piece of formal public knowledge directly from Supermicro's leadership confirming a joint, massive hardware partnership involving both SpaceX and xAl. \"Space is our big future!\" This directly links to SpaceX's formal long-term project to deploy orbital Al data centers. SpaceX has officially advanced plans to launch specialized satellites designed to act as space-based Al compute nodes (targeting 150 kW peak power units utilizing Starlink technology) to solve Earth's power and cooling constraints. Supermicro recently reported a massive $39 billion backlog in advanced Al server orders across its major clients. 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