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Nato1

Nato1

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04-16

$Apple(AAPL)$ Will bounce back, still amazing top quality products

04-17

$Vanguard S&P 500 ETF(VOO)$ 👍💯

06-14

Nice work Tiger loving the platform and getting those gains 👊 happy birthday

03-29

$Tesla Motors(TSLA)$ I'll look after New Zealand's 1st cyber truck 👍🤞

04-13

Yeah new to trading so lost some small amounts 👍

06-26

$NVIDIA Corp(NVDA)$ If it's not volatile it's boring.

07-05

Set a stop loss and never lose 👍

06-12

$Apple(AAPL)$ Easy 300 plus

04-21

I'll ride out the storm, big things are coming and the younger generation are more educated in investing so more$$ inflow = bigger gains

03-30

Just starting out and loving the learnings 👍

03-18

Share your opinion about this news…

Meet the Tech Company That Had a Better Year Than Nvidia

Go to Tiger App to see more news

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a stop loss and never lose 👍","listText":"Set a stop loss and never lose 👍","text":"Set a stop loss and never lose 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324025071931568","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320773209780504,"gmtCreate":1719335734177,"gmtModify":1719335739377,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> If it's not volatile it's boring.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> If it's not volatile it's boring.&nbsp;","text":"$NVIDIA Corp(NVDA)$ If it's not volatile it's boring.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/320773209780504","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316685344891064,"gmtCreate":1718343405248,"gmtModify":1718343409438,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"Nice work Tiger loving the platform and getting those gains 👊 happy birthday&nbsp;","listText":"Nice work Tiger loving the platform and getting those gains 👊 happy birthday&nbsp;","text":"Nice work Tiger loving the platform and getting those gains 👊 happy birthday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316685344891064","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316037796765976,"gmtCreate":1718182651247,"gmtModify":1718182654312,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Easy 300 plus&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Easy 300 plus&nbsp;","text":"$Apple(AAPL)$ Easy 300 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ETF(VOO)$ 👍💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296131600752672","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295715552505944,"gmtCreate":1713206103634,"gmtModify":1713206107187,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Will bounce back, still amazing top quality products&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Will bounce back, still amazing top quality products&nbsp;","text":"$Apple(AAPL)$ Will bounce back, still amazing top quality products","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/295715552505944","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294831490818136,"gmtCreate":1712998682727,"gmtModify":1713008593803,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"Yeah new to trading so lost some small amounts 👍","listText":"Yeah new to trading so lost some small amounts 👍","text":"Yeah new to trading so lost some small amounts 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/294831490818136","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289919347003568,"gmtCreate":1711787635817,"gmtModify":1711793612692,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"Just starting out and loving the learnings 👍","listText":"Just starting out and loving the learnings 👍","text":"Just starting out and loving the learnings 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289919347003568","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289300865491208,"gmtCreate":1711664721185,"gmtModify":1711675418234,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> I'll look after New Zealand's 1st cyber truck 👍🤞","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> I'll look after New Zealand's 1st cyber truck 👍🤞","text":"$Tesla Motors(TSLA)$ I'll look after New Zealand's 1st cyber truck 👍🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/289300865491208","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285633446912024,"gmtCreate":1710740810796,"gmtModify":1710741270583,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285633446912024","repostId":"2420488538","repostType":4,"repost":{"id":"2420488538","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1710718685,"share":"https://ttm.financial/m/news/2420488538?lang=&edition=fundamental","pubTime":"2024-03-18 07:38","market":"fut","language":"en","title":"Meet the Tech Company That Had a Better Year Than Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2420488538","media":"Dow Jones","summary":"Nvidia has reigned as the investor darling of the artificial intelligence boom, more than quadrupling the value of its shares in the past year. But one of the chipmaker's customers is performing even better.Once under the radar, server-maker Super Micro Computer has become a go-to supplier for companies and governments eager to participate in the AI boom. Runaway sales of its servers filled with Nvidia's AI chips are projected to double the company's revenue this year and have leapfrogged it ahead of some of its biggest competitors.Super Micro Computer's shares have increased more than 12-fold in the past 12 months, and it is set to become part of the S&P 500 index of large U.S.-listed companies on Monday. When it does, it will be -- by far -- the index's top one-year performer.\"The treadmill is just going too fast,\" Mosesmann said.","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/160c78300f0cb05fca070e3edc5d20f2\" alt=\"CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS\" title=\"CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS\" tg-width=\"700\" tg-height=\"466\"/><span>CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS</span></p><p>Nvidia has reigned as the investor darling of the artificial intelligence boom, more than quadrupling the value of its shares in the past year. But one of the chipmaker&#39;s customers is performing even better.</p><p>Once under the radar, server-maker Super Micro Computer has become a go-to supplier for companies and governments eager to participate in the AI boom. Runaway sales of its servers filled with Nvidia&#39;s AI chips are projected to double the company&#39;s revenue this year and have leapfrogged it ahead of some of its biggest competitors.</p><p>Super Micro Computer&#39;s shares have increased more than 12-fold in the past 12 months, and it is set to become part of the S&amp;P 500 index of large U.S.-listed companies on Monday. When it does, it will be -- by far -- the index&#39;s top one-year performer.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3fffe3aff4087fc853269b3317935299\" tg-width=\"628\" tg-height=\"466\"/></p><p>The company, usually referred to by its Supermicro brand, was founded in Silicon Valley in 1993 -- the same year Jensen Huang co-founded Nvidia. And like Nvidia, Supermicro has also been led for its entire history by one person. In Supermicro&#39;s case, by President and Chief Executive Charles Liang, who was born in Taiwan and came to the U.S. after college.</p><p>Liang said in an interview with The Wall Street Journal that he has known Huang for decades. But the companies&#39; fortunes have become heavily entangled only now, amid the boom in AI.</p><p>Nvidia spent its first couple of decades focusing mostly on making chips that improved computer graphics for gamers. Supermicro competed in the less-flashy world of servers for data centers, latching onto the growth of cloud computing and the digital economy.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12b617e91c09832526e72da92cb2928f\" alt=\"Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS\" title=\"Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS\" tg-width=\"700\" tg-height=\"466\"/><span>Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS</span></p><p>Then AI came along. Nvidia&#39;s chips became the workhorses of the boom, making the complex computations necessary to create systems such as OpenAI&#39;s ChatGPT. Server manufacturers who could ship those chips to customers fastest and in the largest quantities had an edge.</p><p>Liang said it has been helpful that his base in San Jose, Calif., is just a 15-minute drive from Nvidia&#39;s headquarters in Santa Clara. &#34;Our engineering teams are able to work together from early morning to midnight,&#34; he said.</p><p>Supermicro&#39;s recent dominance in the AI boom, industry executives and analysts say, also stems partly from its strategy of making electronic &#34;building blocks&#34; that can be assembled into servers in an almost endless number of configurations. Rivals offer a more limited menu to customers .</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a35a24cdff3bf4ab53527604ef760350\" alt=\"The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES\" title=\"The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES\" tg-width=\"700\" tg-height=\"466\"/><span>The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>That flexibility has been an advantage in the AI boom, analysts say. Developers of self-driving car technology want different server setups than companies making language-generation AI systems such as ChatGPT. Supermicro can deliver customized infrastructure for both.</p><p>Competitors are trying to match Supermicro&#39;s speed at building custom servers, said Hans Mosesmann, analyst with Rosenblatt Securities.</p><p>&#34;The treadmill is just going too fast,&#34; Mosesmann said.</p><h2 id=\"id_4073945541\">&#39;Give me more chips&#39;</h2><p>Liang said Supermicro has also benefited from having a $1 billion-plus inventory. And it has been able to get its hands on large quantities of Nvidia&#39;s most advanced AI chips, even during a period of sky-high demand for them that has led to a long-lasting shortage.</p><p>When Liang and Huang appeared together at a computing conference in Taiwan last summer, Liang launched an AI server that he said would be available in the next few weeks, depending on the availability of Nvidia&#39;s chips. &#34;It depends on you, not me,&#34; Huang said.</p><p>&#34;Give me more chips!&#34; Liang replied.</p><p>Supermicro has grown so fast that it has needed to raise money to afford those chips, each of which costs around $25,000. The company raised $1.5 billion from the sale of convertible debt last month, after adding $600 million to its coffers from a stock issuance three months ago.</p><p>&#34;We need more money because demand is so strong,&#34; Liang said, adding that the cash would also help to build up Supermicro&#39;s supply chain.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9129d4f3f6a096afc4f697f923da6a72\" tg-width=\"650\" tg-height=\"523\"/></p><p>As part of that effort, Liang is expanding manufacturing in San Jose, as well as in Taiwan and Malaysia. Liang said his goal was to be producing 5,000 racks of servers a month -- an amount of computing infrastructure that would measure 6 feet high and almost 2 miles long -- by the middle of this year.</p><p>&#34;More than 50% of that is AI,&#34; he said. Liang has also said that the manufacturing growth is sufficient to bring the company&#39;s potential revenue above $25 billion a year, an addition of roughly $10 billion to annual sales based on its latest quarterly revenue.</p><h2 id=\"id_2974108387\">Past and future challenges</h2><p>While analysts say the company&#39;s prospects remain bright even after the stock&#39;s meteoric rise, Supermicro has had its share of challenges. Its chief financial officer and one of its co-founders stepped down after an internal audit begun in 2017 led to revisions to the company&#39;s previous financial statements. The Securities and Exchange Commission charged the former CFO with accounting violations in 2020, which was followed by a settlement of the proceeding.</p><p>Liang has said those troubles are behind the company, which is focused now on making sure it stays ahead of its competitors in the increasingly fierce battle for market share in AI computation. Both of Supermicro&#39;s main rivals, Dell Technologies and Hewlett Packard Enterprise, have more employees and more than double the company&#39;s revenue, even after its recent rise.</p><p>The AI processor market is expected to keep growing fast. Chip maker Advanced Micro Devices is projecting the market for AI accelerators will reach $400 billion by 2027, and analysts expect demand for servers to increase in tandem.</p><p>Supermicro&#39;s AI-oriented servers made up more than half of its nearly $3.7 billion in sales in its latest quarterly report. Dell and HPE, by comparison, shipped $800 million and more than $400 million of similar servers, respectively.</p><p>Analysts clash on Supermicro&#39;s ability to hold on to its position longer term. Wedbush analyst Matt Bryson said, historically, no company selling servers has had more than 30% market share.</p><p>&#34;There&#39;s not a reason Dell can&#39;t do exactly what they&#39;re doing,&#34; Bryson said.</p><p>Others aren&#39;t so sure. Some analysts say that established competitors will have a hard time bringing new products to market so quickly and have larger revenue streams from software and services.</p><p>Supermicro is trying to gain further market share by doubling down on AI and continuing to ship its servers out quickly. The company is also keeping prices low to entice new customers: Its gross profit margin totaled around 15% in its latest quarter, down from 17% in the previous one. HPE, by comparison, had gross margins of 36% in its latest quarter.</p><p>&#34;In order to take market share, we will take opportunities by being more competitive on pricing,&#34; Chief Financial Officer David Weigand said on the company&#39;s earnings call in January.</p><p>Write to Asa Fitch at asa.fitch@wsj.com and Ben Glickman at ben.glickman@wsj.com</p><p>(END) Dow Jones Newswires</p><p>March 17, 2024 05:30 ET (09:30 GMT)</p><p>Copyright (c) 2024 Dow Jones &amp; Company, Inc.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meet the Tech Company That Had a Better Year Than Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeet the Tech Company That Had a Better Year Than Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-18 07:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/160c78300f0cb05fca070e3edc5d20f2\" alt=\"CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS\" title=\"CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS\" tg-width=\"700\" tg-height=\"466\"/><span>CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS</span></p><p>Nvidia has reigned as the investor darling of the artificial intelligence boom, more than quadrupling the value of its shares in the past year. But one of the chipmaker&#39;s customers is performing even better.</p><p>Once under the radar, server-maker Super Micro Computer has become a go-to supplier for companies and governments eager to participate in the AI boom. Runaway sales of its servers filled with Nvidia&#39;s AI chips are projected to double the company&#39;s revenue this year and have leapfrogged it ahead of some of its biggest competitors.</p><p>Super Micro Computer&#39;s shares have increased more than 12-fold in the past 12 months, and it is set to become part of the S&amp;P 500 index of large U.S.-listed companies on Monday. When it does, it will be -- by far -- the index&#39;s top one-year performer.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3fffe3aff4087fc853269b3317935299\" tg-width=\"628\" tg-height=\"466\"/></p><p>The company, usually referred to by its Supermicro brand, was founded in Silicon Valley in 1993 -- the same year Jensen Huang co-founded Nvidia. And like Nvidia, Supermicro has also been led for its entire history by one person. In Supermicro&#39;s case, by President and Chief Executive Charles Liang, who was born in Taiwan and came to the U.S. after college.</p><p>Liang said in an interview with The Wall Street Journal that he has known Huang for decades. But the companies&#39; fortunes have become heavily entangled only now, amid the boom in AI.</p><p>Nvidia spent its first couple of decades focusing mostly on making chips that improved computer graphics for gamers. Supermicro competed in the less-flashy world of servers for data centers, latching onto the growth of cloud computing and the digital economy.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12b617e91c09832526e72da92cb2928f\" alt=\"Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS\" title=\"Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS\" tg-width=\"700\" tg-height=\"466\"/><span>Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS</span></p><p>Then AI came along. Nvidia&#39;s chips became the workhorses of the boom, making the complex computations necessary to create systems such as OpenAI&#39;s ChatGPT. Server manufacturers who could ship those chips to customers fastest and in the largest quantities had an edge.</p><p>Liang said it has been helpful that his base in San Jose, Calif., is just a 15-minute drive from Nvidia&#39;s headquarters in Santa Clara. &#34;Our engineering teams are able to work together from early morning to midnight,&#34; he said.</p><p>Supermicro&#39;s recent dominance in the AI boom, industry executives and analysts say, also stems partly from its strategy of making electronic &#34;building blocks&#34; that can be assembled into servers in an almost endless number of configurations. Rivals offer a more limited menu to customers .</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a35a24cdff3bf4ab53527604ef760350\" alt=\"The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES\" title=\"The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES\" tg-width=\"700\" tg-height=\"466\"/><span>The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>That flexibility has been an advantage in the AI boom, analysts say. Developers of self-driving car technology want different server setups than companies making language-generation AI systems such as ChatGPT. Supermicro can deliver customized infrastructure for both.</p><p>Competitors are trying to match Supermicro&#39;s speed at building custom servers, said Hans Mosesmann, analyst with Rosenblatt Securities.</p><p>&#34;The treadmill is just going too fast,&#34; Mosesmann said.</p><h2 id=\"id_4073945541\">&#39;Give me more chips&#39;</h2><p>Liang said Supermicro has also benefited from having a $1 billion-plus inventory. And it has been able to get its hands on large quantities of Nvidia&#39;s most advanced AI chips, even during a period of sky-high demand for them that has led to a long-lasting shortage.</p><p>When Liang and Huang appeared together at a computing conference in Taiwan last summer, Liang launched an AI server that he said would be available in the next few weeks, depending on the availability of Nvidia&#39;s chips. &#34;It depends on you, not me,&#34; Huang said.</p><p>&#34;Give me more chips!&#34; Liang replied.</p><p>Supermicro has grown so fast that it has needed to raise money to afford those chips, each of which costs around $25,000. The company raised $1.5 billion from the sale of convertible debt last month, after adding $600 million to its coffers from a stock issuance three months ago.</p><p>&#34;We need more money because demand is so strong,&#34; Liang said, adding that the cash would also help to build up Supermicro&#39;s supply chain.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9129d4f3f6a096afc4f697f923da6a72\" tg-width=\"650\" tg-height=\"523\"/></p><p>As part of that effort, Liang is expanding manufacturing in San Jose, as well as in Taiwan and Malaysia. Liang said his goal was to be producing 5,000 racks of servers a month -- an amount of computing infrastructure that would measure 6 feet high and almost 2 miles long -- by the middle of this year.</p><p>&#34;More than 50% of that is AI,&#34; he said. Liang has also said that the manufacturing growth is sufficient to bring the company&#39;s potential revenue above $25 billion a year, an addition of roughly $10 billion to annual sales based on its latest quarterly revenue.</p><h2 id=\"id_2974108387\">Past and future challenges</h2><p>While analysts say the company&#39;s prospects remain bright even after the stock&#39;s meteoric rise, Supermicro has had its share of challenges. Its chief financial officer and one of its co-founders stepped down after an internal audit begun in 2017 led to revisions to the company&#39;s previous financial statements. The Securities and Exchange Commission charged the former CFO with accounting violations in 2020, which was followed by a settlement of the proceeding.</p><p>Liang has said those troubles are behind the company, which is focused now on making sure it stays ahead of its competitors in the increasingly fierce battle for market share in AI computation. Both of Supermicro&#39;s main rivals, Dell Technologies and Hewlett Packard Enterprise, have more employees and more than double the company&#39;s revenue, even after its recent rise.</p><p>The AI processor market is expected to keep growing fast. Chip maker Advanced Micro Devices is projecting the market for AI accelerators will reach $400 billion by 2027, and analysts expect demand for servers to increase in tandem.</p><p>Supermicro&#39;s AI-oriented servers made up more than half of its nearly $3.7 billion in sales in its latest quarterly report. Dell and HPE, by comparison, shipped $800 million and more than $400 million of similar servers, respectively.</p><p>Analysts clash on Supermicro&#39;s ability to hold on to its position longer term. Wedbush analyst Matt Bryson said, historically, no company selling servers has had more than 30% market share.</p><p>&#34;There&#39;s not a reason Dell can&#39;t do exactly what they&#39;re doing,&#34; Bryson said.</p><p>Others aren&#39;t so sure. Some analysts say that established competitors will have a hard time bringing new products to market so quickly and have larger revenue streams from software and services.</p><p>Supermicro is trying to gain further market share by doubling down on AI and continuing to ship its servers out quickly. The company is also keeping prices low to entice new customers: Its gross profit margin totaled around 15% in its latest quarter, down from 17% in the previous one. HPE, by comparison, had gross margins of 36% in its latest quarter.</p><p>&#34;In order to take market share, we will take opportunities by being more competitive on pricing,&#34; Chief Financial Officer David Weigand said on the company&#39;s earnings call in January.</p><p>Write to Asa Fitch at asa.fitch@wsj.com and Ben Glickman at ben.glickman@wsj.com</p><p>(END) Dow Jones Newswires</p><p>March 17, 2024 05:30 ET (09:30 GMT)</p><p>Copyright (c) 2024 Dow Jones &amp; Company, Inc.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4170":"电脑硬件、储存设备及电脑周边","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","LU0079474960.USD":"联博美国增长基金A","NVDA":"英伟达","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4503":"景林资产持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4141":"半导体产品","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SMCI":"超微电脑","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4529":"IDC概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420488538","content_text":"CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESSNvidia has reigned as the investor darling of the artificial intelligence boom, more than quadrupling the value of its shares in the past year. But one of the chipmaker's customers is performing even better.Once under the radar, server-maker Super Micro Computer has become a go-to supplier for companies and governments eager to participate in the AI boom. Runaway sales of its servers filled with Nvidia's AI chips are projected to double the company's revenue this year and have leapfrogged it ahead of some of its biggest competitors.Super Micro Computer's shares have increased more than 12-fold in the past 12 months, and it is set to become part of the S&P 500 index of large U.S.-listed companies on Monday. When it does, it will be -- by far -- the index's top one-year performer.The company, usually referred to by its Supermicro brand, was founded in Silicon Valley in 1993 -- the same year Jensen Huang co-founded Nvidia. And like Nvidia, Supermicro has also been led for its entire history by one person. In Supermicro's case, by President and Chief Executive Charles Liang, who was born in Taiwan and came to the U.S. after college.Liang said in an interview with The Wall Street Journal that he has known Huang for decades. But the companies' fortunes have become heavily entangled only now, amid the boom in AI.Nvidia spent its first couple of decades focusing mostly on making chips that improved computer graphics for gamers. Supermicro competed in the less-flashy world of servers for data centers, latching onto the growth of cloud computing and the digital economy.Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERSThen AI came along. Nvidia's chips became the workhorses of the boom, making the complex computations necessary to create systems such as OpenAI's ChatGPT. Server manufacturers who could ship those chips to customers fastest and in the largest quantities had an edge.Liang said it has been helpful that his base in San Jose, Calif., is just a 15-minute drive from Nvidia's headquarters in Santa Clara. \"Our engineering teams are able to work together from early morning to midnight,\" he said.Supermicro's recent dominance in the AI boom, industry executives and analysts say, also stems partly from its strategy of making electronic \"building blocks\" that can be assembled into servers in an almost endless number of configurations. Rivals offer a more limited menu to customers .The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGESThat flexibility has been an advantage in the AI boom, analysts say. Developers of self-driving car technology want different server setups than companies making language-generation AI systems such as ChatGPT. Supermicro can deliver customized infrastructure for both.Competitors are trying to match Supermicro's speed at building custom servers, said Hans Mosesmann, analyst with Rosenblatt Securities.\"The treadmill is just going too fast,\" Mosesmann said.'Give me more chips'Liang said Supermicro has also benefited from having a $1 billion-plus inventory. And it has been able to get its hands on large quantities of Nvidia's most advanced AI chips, even during a period of sky-high demand for them that has led to a long-lasting shortage.When Liang and Huang appeared together at a computing conference in Taiwan last summer, Liang launched an AI server that he said would be available in the next few weeks, depending on the availability of Nvidia's chips. \"It depends on you, not me,\" Huang said.\"Give me more chips!\" Liang replied.Supermicro has grown so fast that it has needed to raise money to afford those chips, each of which costs around $25,000. The company raised $1.5 billion from the sale of convertible debt last month, after adding $600 million to its coffers from a stock issuance three months ago.\"We need more money because demand is so strong,\" Liang said, adding that the cash would also help to build up Supermicro's supply chain.As part of that effort, Liang is expanding manufacturing in San Jose, as well as in Taiwan and Malaysia. Liang said his goal was to be producing 5,000 racks of servers a month -- an amount of computing infrastructure that would measure 6 feet high and almost 2 miles long -- by the middle of this year.\"More than 50% of that is AI,\" he said. Liang has also said that the manufacturing growth is sufficient to bring the company's potential revenue above $25 billion a year, an addition of roughly $10 billion to annual sales based on its latest quarterly revenue.Past and future challengesWhile analysts say the company's prospects remain bright even after the stock's meteoric rise, Supermicro has had its share of challenges. Its chief financial officer and one of its co-founders stepped down after an internal audit begun in 2017 led to revisions to the company's previous financial statements. The Securities and Exchange Commission charged the former CFO with accounting violations in 2020, which was followed by a settlement of the proceeding.Liang has said those troubles are behind the company, which is focused now on making sure it stays ahead of its competitors in the increasingly fierce battle for market share in AI computation. Both of Supermicro's main rivals, Dell Technologies and Hewlett Packard Enterprise, have more employees and more than double the company's revenue, even after its recent rise.The AI processor market is expected to keep growing fast. Chip maker Advanced Micro Devices is projecting the market for AI accelerators will reach $400 billion by 2027, and analysts expect demand for servers to increase in tandem.Supermicro's AI-oriented servers made up more than half of its nearly $3.7 billion in sales in its latest quarterly report. Dell and HPE, by comparison, shipped $800 million and more than $400 million of similar servers, respectively.Analysts clash on Supermicro's ability to hold on to its position longer term. Wedbush analyst Matt Bryson said, historically, no company selling servers has had more than 30% market share.\"There's not a reason Dell can't do exactly what they're doing,\" Bryson said.Others aren't so sure. Some analysts say that established competitors will have a hard time bringing new products to market so quickly and have larger revenue streams from software and services.Supermicro is trying to gain further market share by doubling down on AI and continuing to ship its servers out quickly. The company is also keeping prices low to entice new customers: Its gross profit margin totaled around 15% in its latest quarter, down from 17% in the previous one. HPE, by comparison, had gross margins of 36% in its latest quarter.\"In order to take market share, we will take opportunities by being more competitive on pricing,\" Chief Financial Officer David Weigand said on the company's earnings call in January.Write to Asa Fitch at asa.fitch@wsj.com and Ben Glickman at ben.glickman@wsj.com(END) Dow Jones NewswiresMarch 17, 2024 05:30 ET (09:30 GMT)Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":295715552505944,"gmtCreate":1713206103634,"gmtModify":1713206107187,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Will bounce back, still amazing top quality products&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Will bounce back, still amazing top quality products&nbsp;","text":"$Apple(AAPL)$ Will bounce back, still amazing top quality products","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/295715552505944","isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296131600752672,"gmtCreate":1713327784925,"gmtModify":1713327787651,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a> 👍💯","listText":"<a href=\"https://ttm.financial/S/VOO\">$Vanguard S&amp;P 500 ETF(VOO)$</a> 👍💯","text":"$Vanguard S&P 500 ETF(VOO)$ 👍💯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296131600752672","isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316685344891064,"gmtCreate":1718343405248,"gmtModify":1718343409438,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"Nice work Tiger loving the platform and getting those gains 👊 happy birthday&nbsp;","listText":"Nice work Tiger loving the platform and getting those gains 👊 happy birthday&nbsp;","text":"Nice work Tiger loving the platform and getting those gains 👊 happy birthday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316685344891064","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289300865491208,"gmtCreate":1711664721185,"gmtModify":1711675418234,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> I'll look after New Zealand's 1st cyber truck 👍🤞","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> I'll look after New Zealand's 1st cyber truck 👍🤞","text":"$Tesla Motors(TSLA)$ I'll look after New Zealand's 1st cyber truck 👍🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/289300865491208","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294831490818136,"gmtCreate":1712998682727,"gmtModify":1713008593803,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"Yeah new to trading so lost some small amounts 👍","listText":"Yeah new to trading so lost some small amounts 👍","text":"Yeah new to trading so lost some small amounts 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/294831490818136","isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320773209780504,"gmtCreate":1719335734177,"gmtModify":1719335739377,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> If it's not volatile it's boring.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> If it's not volatile it's boring.&nbsp;","text":"$NVIDIA Corp(NVDA)$ If it's not volatile it's boring.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/320773209780504","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324025071931568,"gmtCreate":1720113868747,"gmtModify":1720113872374,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"Set a stop loss and never lose 👍","listText":"Set a stop loss and never lose 👍","text":"Set a stop loss and never lose 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324025071931568","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316037796765976,"gmtCreate":1718182651247,"gmtModify":1718182654312,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Easy 300 plus&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Easy 300 plus&nbsp;","text":"$Apple(AAPL)$ Easy 300 plus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316037796765976","isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297609190236424,"gmtCreate":1713687180520,"gmtModify":1713687184274,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"I'll ride out the storm, big things are coming and the younger generation are more educated in investing so more$$ inflow = bigger gains","listText":"I'll ride out the storm, big things are coming and the younger generation are more educated in investing so more$$ inflow = bigger gains","text":"I'll ride out the storm, big things are coming and the younger generation are more educated in investing so more$$ inflow = bigger gains","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297609190236424","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289919347003568,"gmtCreate":1711787635817,"gmtModify":1711793612692,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"Just starting out and loving the learnings 👍","listText":"Just starting out and loving the learnings 👍","text":"Just starting out and loving the learnings 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289919347003568","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285633446912024,"gmtCreate":1710740810796,"gmtModify":1710741270583,"author":{"id":"4173501603493702","authorId":"4173501603493702","name":"Nato1","avatar":"https://community-static.tradeup.com/news/7b10e7ac892357e69881ac7203eeb563","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4173501603493702","idStr":"4173501603493702"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285633446912024","repostId":"2420488538","repostType":4,"repost":{"id":"2420488538","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1710718685,"share":"https://ttm.financial/m/news/2420488538?lang=&edition=fundamental","pubTime":"2024-03-18 07:38","market":"fut","language":"en","title":"Meet the Tech Company That Had a Better Year Than Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=2420488538","media":"Dow Jones","summary":"Nvidia has reigned as the investor darling of the artificial intelligence boom, more than quadrupling the value of its shares in the past year. But one of the chipmaker's customers is performing even better.Once under the radar, server-maker Super Micro Computer has become a go-to supplier for companies and governments eager to participate in the AI boom. Runaway sales of its servers filled with Nvidia's AI chips are projected to double the company's revenue this year and have leapfrogged it ahead of some of its biggest competitors.Super Micro Computer's shares have increased more than 12-fold in the past 12 months, and it is set to become part of the S&P 500 index of large U.S.-listed companies on Monday. When it does, it will be -- by far -- the index's top one-year performer.\"The treadmill is just going too fast,\" Mosesmann said.","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/160c78300f0cb05fca070e3edc5d20f2\" alt=\"CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS\" title=\"CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS\" tg-width=\"700\" tg-height=\"466\"/><span>CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS</span></p><p>Nvidia has reigned as the investor darling of the artificial intelligence boom, more than quadrupling the value of its shares in the past year. But one of the chipmaker&#39;s customers is performing even better.</p><p>Once under the radar, server-maker Super Micro Computer has become a go-to supplier for companies and governments eager to participate in the AI boom. Runaway sales of its servers filled with Nvidia&#39;s AI chips are projected to double the company&#39;s revenue this year and have leapfrogged it ahead of some of its biggest competitors.</p><p>Super Micro Computer&#39;s shares have increased more than 12-fold in the past 12 months, and it is set to become part of the S&amp;P 500 index of large U.S.-listed companies on Monday. When it does, it will be -- by far -- the index&#39;s top one-year performer.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3fffe3aff4087fc853269b3317935299\" tg-width=\"628\" tg-height=\"466\"/></p><p>The company, usually referred to by its Supermicro brand, was founded in Silicon Valley in 1993 -- the same year Jensen Huang co-founded Nvidia. And like Nvidia, Supermicro has also been led for its entire history by one person. In Supermicro&#39;s case, by President and Chief Executive Charles Liang, who was born in Taiwan and came to the U.S. after college.</p><p>Liang said in an interview with The Wall Street Journal that he has known Huang for decades. But the companies&#39; fortunes have become heavily entangled only now, amid the boom in AI.</p><p>Nvidia spent its first couple of decades focusing mostly on making chips that improved computer graphics for gamers. Supermicro competed in the less-flashy world of servers for data centers, latching onto the growth of cloud computing and the digital economy.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12b617e91c09832526e72da92cb2928f\" alt=\"Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS\" title=\"Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS\" tg-width=\"700\" tg-height=\"466\"/><span>Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS</span></p><p>Then AI came along. Nvidia&#39;s chips became the workhorses of the boom, making the complex computations necessary to create systems such as OpenAI&#39;s ChatGPT. Server manufacturers who could ship those chips to customers fastest and in the largest quantities had an edge.</p><p>Liang said it has been helpful that his base in San Jose, Calif., is just a 15-minute drive from Nvidia&#39;s headquarters in Santa Clara. &#34;Our engineering teams are able to work together from early morning to midnight,&#34; he said.</p><p>Supermicro&#39;s recent dominance in the AI boom, industry executives and analysts say, also stems partly from its strategy of making electronic &#34;building blocks&#34; that can be assembled into servers in an almost endless number of configurations. Rivals offer a more limited menu to customers .</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a35a24cdff3bf4ab53527604ef760350\" alt=\"The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES\" title=\"The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES\" tg-width=\"700\" tg-height=\"466\"/><span>The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>That flexibility has been an advantage in the AI boom, analysts say. Developers of self-driving car technology want different server setups than companies making language-generation AI systems such as ChatGPT. Supermicro can deliver customized infrastructure for both.</p><p>Competitors are trying to match Supermicro&#39;s speed at building custom servers, said Hans Mosesmann, analyst with Rosenblatt Securities.</p><p>&#34;The treadmill is just going too fast,&#34; Mosesmann said.</p><h2 id=\"id_4073945541\">&#39;Give me more chips&#39;</h2><p>Liang said Supermicro has also benefited from having a $1 billion-plus inventory. And it has been able to get its hands on large quantities of Nvidia&#39;s most advanced AI chips, even during a period of sky-high demand for them that has led to a long-lasting shortage.</p><p>When Liang and Huang appeared together at a computing conference in Taiwan last summer, Liang launched an AI server that he said would be available in the next few weeks, depending on the availability of Nvidia&#39;s chips. &#34;It depends on you, not me,&#34; Huang said.</p><p>&#34;Give me more chips!&#34; Liang replied.</p><p>Supermicro has grown so fast that it has needed to raise money to afford those chips, each of which costs around $25,000. The company raised $1.5 billion from the sale of convertible debt last month, after adding $600 million to its coffers from a stock issuance three months ago.</p><p>&#34;We need more money because demand is so strong,&#34; Liang said, adding that the cash would also help to build up Supermicro&#39;s supply chain.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9129d4f3f6a096afc4f697f923da6a72\" tg-width=\"650\" tg-height=\"523\"/></p><p>As part of that effort, Liang is expanding manufacturing in San Jose, as well as in Taiwan and Malaysia. Liang said his goal was to be producing 5,000 racks of servers a month -- an amount of computing infrastructure that would measure 6 feet high and almost 2 miles long -- by the middle of this year.</p><p>&#34;More than 50% of that is AI,&#34; he said. Liang has also said that the manufacturing growth is sufficient to bring the company&#39;s potential revenue above $25 billion a year, an addition of roughly $10 billion to annual sales based on its latest quarterly revenue.</p><h2 id=\"id_2974108387\">Past and future challenges</h2><p>While analysts say the company&#39;s prospects remain bright even after the stock&#39;s meteoric rise, Supermicro has had its share of challenges. Its chief financial officer and one of its co-founders stepped down after an internal audit begun in 2017 led to revisions to the company&#39;s previous financial statements. The Securities and Exchange Commission charged the former CFO with accounting violations in 2020, which was followed by a settlement of the proceeding.</p><p>Liang has said those troubles are behind the company, which is focused now on making sure it stays ahead of its competitors in the increasingly fierce battle for market share in AI computation. Both of Supermicro&#39;s main rivals, Dell Technologies and Hewlett Packard Enterprise, have more employees and more than double the company&#39;s revenue, even after its recent rise.</p><p>The AI processor market is expected to keep growing fast. Chip maker Advanced Micro Devices is projecting the market for AI accelerators will reach $400 billion by 2027, and analysts expect demand for servers to increase in tandem.</p><p>Supermicro&#39;s AI-oriented servers made up more than half of its nearly $3.7 billion in sales in its latest quarterly report. Dell and HPE, by comparison, shipped $800 million and more than $400 million of similar servers, respectively.</p><p>Analysts clash on Supermicro&#39;s ability to hold on to its position longer term. Wedbush analyst Matt Bryson said, historically, no company selling servers has had more than 30% market share.</p><p>&#34;There&#39;s not a reason Dell can&#39;t do exactly what they&#39;re doing,&#34; Bryson said.</p><p>Others aren&#39;t so sure. Some analysts say that established competitors will have a hard time bringing new products to market so quickly and have larger revenue streams from software and services.</p><p>Supermicro is trying to gain further market share by doubling down on AI and continuing to ship its servers out quickly. The company is also keeping prices low to entice new customers: Its gross profit margin totaled around 15% in its latest quarter, down from 17% in the previous one. HPE, by comparison, had gross margins of 36% in its latest quarter.</p><p>&#34;In order to take market share, we will take opportunities by being more competitive on pricing,&#34; Chief Financial Officer David Weigand said on the company&#39;s earnings call in January.</p><p>Write to Asa Fitch at asa.fitch@wsj.com and Ben Glickman at ben.glickman@wsj.com</p><p>(END) Dow Jones Newswires</p><p>March 17, 2024 05:30 ET (09:30 GMT)</p><p>Copyright (c) 2024 Dow Jones &amp; Company, Inc.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meet the Tech Company That Had a Better Year Than Nvidia</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeet the Tech Company That Had a Better Year Than Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-18 07:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/160c78300f0cb05fca070e3edc5d20f2\" alt=\"CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS\" title=\"CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS\" tg-width=\"700\" tg-height=\"466\"/><span>CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESS</span></p><p>Nvidia has reigned as the investor darling of the artificial intelligence boom, more than quadrupling the value of its shares in the past year. But one of the chipmaker&#39;s customers is performing even better.</p><p>Once under the radar, server-maker Super Micro Computer has become a go-to supplier for companies and governments eager to participate in the AI boom. Runaway sales of its servers filled with Nvidia&#39;s AI chips are projected to double the company&#39;s revenue this year and have leapfrogged it ahead of some of its biggest competitors.</p><p>Super Micro Computer&#39;s shares have increased more than 12-fold in the past 12 months, and it is set to become part of the S&amp;P 500 index of large U.S.-listed companies on Monday. When it does, it will be -- by far -- the index&#39;s top one-year performer.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3fffe3aff4087fc853269b3317935299\" tg-width=\"628\" tg-height=\"466\"/></p><p>The company, usually referred to by its Supermicro brand, was founded in Silicon Valley in 1993 -- the same year Jensen Huang co-founded Nvidia. And like Nvidia, Supermicro has also been led for its entire history by one person. In Supermicro&#39;s case, by President and Chief Executive Charles Liang, who was born in Taiwan and came to the U.S. after college.</p><p>Liang said in an interview with The Wall Street Journal that he has known Huang for decades. But the companies&#39; fortunes have become heavily entangled only now, amid the boom in AI.</p><p>Nvidia spent its first couple of decades focusing mostly on making chips that improved computer graphics for gamers. Supermicro competed in the less-flashy world of servers for data centers, latching onto the growth of cloud computing and the digital economy.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12b617e91c09832526e72da92cb2928f\" alt=\"Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS\" title=\"Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS\" tg-width=\"700\" tg-height=\"466\"/><span>Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERS</span></p><p>Then AI came along. Nvidia&#39;s chips became the workhorses of the boom, making the complex computations necessary to create systems such as OpenAI&#39;s ChatGPT. Server manufacturers who could ship those chips to customers fastest and in the largest quantities had an edge.</p><p>Liang said it has been helpful that his base in San Jose, Calif., is just a 15-minute drive from Nvidia&#39;s headquarters in Santa Clara. &#34;Our engineering teams are able to work together from early morning to midnight,&#34; he said.</p><p>Supermicro&#39;s recent dominance in the AI boom, industry executives and analysts say, also stems partly from its strategy of making electronic &#34;building blocks&#34; that can be assembled into servers in an almost endless number of configurations. Rivals offer a more limited menu to customers .</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a35a24cdff3bf4ab53527604ef760350\" alt=\"The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES\" title=\"The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES\" tg-width=\"700\" tg-height=\"466\"/><span>The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p>That flexibility has been an advantage in the AI boom, analysts say. Developers of self-driving car technology want different server setups than companies making language-generation AI systems such as ChatGPT. Supermicro can deliver customized infrastructure for both.</p><p>Competitors are trying to match Supermicro&#39;s speed at building custom servers, said Hans Mosesmann, analyst with Rosenblatt Securities.</p><p>&#34;The treadmill is just going too fast,&#34; Mosesmann said.</p><h2 id=\"id_4073945541\">&#39;Give me more chips&#39;</h2><p>Liang said Supermicro has also benefited from having a $1 billion-plus inventory. And it has been able to get its hands on large quantities of Nvidia&#39;s most advanced AI chips, even during a period of sky-high demand for them that has led to a long-lasting shortage.</p><p>When Liang and Huang appeared together at a computing conference in Taiwan last summer, Liang launched an AI server that he said would be available in the next few weeks, depending on the availability of Nvidia&#39;s chips. &#34;It depends on you, not me,&#34; Huang said.</p><p>&#34;Give me more chips!&#34; Liang replied.</p><p>Supermicro has grown so fast that it has needed to raise money to afford those chips, each of which costs around $25,000. The company raised $1.5 billion from the sale of convertible debt last month, after adding $600 million to its coffers from a stock issuance three months ago.</p><p>&#34;We need more money because demand is so strong,&#34; Liang said, adding that the cash would also help to build up Supermicro&#39;s supply chain.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9129d4f3f6a096afc4f697f923da6a72\" tg-width=\"650\" tg-height=\"523\"/></p><p>As part of that effort, Liang is expanding manufacturing in San Jose, as well as in Taiwan and Malaysia. Liang said his goal was to be producing 5,000 racks of servers a month -- an amount of computing infrastructure that would measure 6 feet high and almost 2 miles long -- by the middle of this year.</p><p>&#34;More than 50% of that is AI,&#34; he said. Liang has also said that the manufacturing growth is sufficient to bring the company&#39;s potential revenue above $25 billion a year, an addition of roughly $10 billion to annual sales based on its latest quarterly revenue.</p><h2 id=\"id_2974108387\">Past and future challenges</h2><p>While analysts say the company&#39;s prospects remain bright even after the stock&#39;s meteoric rise, Supermicro has had its share of challenges. Its chief financial officer and one of its co-founders stepped down after an internal audit begun in 2017 led to revisions to the company&#39;s previous financial statements. The Securities and Exchange Commission charged the former CFO with accounting violations in 2020, which was followed by a settlement of the proceeding.</p><p>Liang has said those troubles are behind the company, which is focused now on making sure it stays ahead of its competitors in the increasingly fierce battle for market share in AI computation. Both of Supermicro&#39;s main rivals, Dell Technologies and Hewlett Packard Enterprise, have more employees and more than double the company&#39;s revenue, even after its recent rise.</p><p>The AI processor market is expected to keep growing fast. Chip maker Advanced Micro Devices is projecting the market for AI accelerators will reach $400 billion by 2027, and analysts expect demand for servers to increase in tandem.</p><p>Supermicro&#39;s AI-oriented servers made up more than half of its nearly $3.7 billion in sales in its latest quarterly report. Dell and HPE, by comparison, shipped $800 million and more than $400 million of similar servers, respectively.</p><p>Analysts clash on Supermicro&#39;s ability to hold on to its position longer term. Wedbush analyst Matt Bryson said, historically, no company selling servers has had more than 30% market share.</p><p>&#34;There&#39;s not a reason Dell can&#39;t do exactly what they&#39;re doing,&#34; Bryson said.</p><p>Others aren&#39;t so sure. Some analysts say that established competitors will have a hard time bringing new products to market so quickly and have larger revenue streams from software and services.</p><p>Supermicro is trying to gain further market share by doubling down on AI and continuing to ship its servers out quickly. The company is also keeping prices low to entice new customers: Its gross profit margin totaled around 15% in its latest quarter, down from 17% in the previous one. HPE, by comparison, had gross margins of 36% in its latest quarter.</p><p>&#34;In order to take market share, we will take opportunities by being more competitive on pricing,&#34; Chief Financial Officer David Weigand said on the company&#39;s earnings call in January.</p><p>Write to Asa Fitch at asa.fitch@wsj.com and Ben Glickman at ben.glickman@wsj.com</p><p>(END) Dow Jones Newswires</p><p>March 17, 2024 05:30 ET (09:30 GMT)</p><p>Copyright (c) 2024 Dow Jones &amp; Company, Inc.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4170":"电脑硬件、储存设备及电脑周边","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","LU0079474960.USD":"联博美国增长基金A","NVDA":"英伟达","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4503":"景林资产持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4141":"半导体产品","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SMCI":"超微电脑","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4529":"IDC概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420488538","content_text":"CEO Charles Liang was born in Taiwan and came to the U.S. after college. PHOTO: WALID BERRAZEG/ZUMA PRESSNvidia has reigned as the investor darling of the artificial intelligence boom, more than quadrupling the value of its shares in the past year. But one of the chipmaker's customers is performing even better.Once under the radar, server-maker Super Micro Computer has become a go-to supplier for companies and governments eager to participate in the AI boom. Runaway sales of its servers filled with Nvidia's AI chips are projected to double the company's revenue this year and have leapfrogged it ahead of some of its biggest competitors.Super Micro Computer's shares have increased more than 12-fold in the past 12 months, and it is set to become part of the S&P 500 index of large U.S.-listed companies on Monday. When it does, it will be -- by far -- the index's top one-year performer.The company, usually referred to by its Supermicro brand, was founded in Silicon Valley in 1993 -- the same year Jensen Huang co-founded Nvidia. And like Nvidia, Supermicro has also been led for its entire history by one person. In Supermicro's case, by President and Chief Executive Charles Liang, who was born in Taiwan and came to the U.S. after college.Liang said in an interview with The Wall Street Journal that he has known Huang for decades. But the companies' fortunes have become heavily entangled only now, amid the boom in AI.Nvidia spent its first couple of decades focusing mostly on making chips that improved computer graphics for gamers. Supermicro competed in the less-flashy world of servers for data centers, latching onto the growth of cloud computing and the digital economy.Servers made by Super Micro Computer often run on Nvidia chips. PHOTO: ANN WANG/REUTERSThen AI came along. Nvidia's chips became the workhorses of the boom, making the complex computations necessary to create systems such as OpenAI's ChatGPT. Server manufacturers who could ship those chips to customers fastest and in the largest quantities had an edge.Liang said it has been helpful that his base in San Jose, Calif., is just a 15-minute drive from Nvidia's headquarters in Santa Clara. \"Our engineering teams are able to work together from early morning to midnight,\" he said.Supermicro's recent dominance in the AI boom, industry executives and analysts say, also stems partly from its strategy of making electronic \"building blocks\" that can be assembled into servers in an almost endless number of configurations. Rivals offer a more limited menu to customers .The destinies of Nvidia and Super Micro Computer appear strongly linked. PHOTO: SAM YEH/AGENCE FRANCE-PRESSE/GETTY IMAGESThat flexibility has been an advantage in the AI boom, analysts say. Developers of self-driving car technology want different server setups than companies making language-generation AI systems such as ChatGPT. Supermicro can deliver customized infrastructure for both.Competitors are trying to match Supermicro's speed at building custom servers, said Hans Mosesmann, analyst with Rosenblatt Securities.\"The treadmill is just going too fast,\" Mosesmann said.'Give me more chips'Liang said Supermicro has also benefited from having a $1 billion-plus inventory. And it has been able to get its hands on large quantities of Nvidia's most advanced AI chips, even during a period of sky-high demand for them that has led to a long-lasting shortage.When Liang and Huang appeared together at a computing conference in Taiwan last summer, Liang launched an AI server that he said would be available in the next few weeks, depending on the availability of Nvidia's chips. \"It depends on you, not me,\" Huang said.\"Give me more chips!\" Liang replied.Supermicro has grown so fast that it has needed to raise money to afford those chips, each of which costs around $25,000. The company raised $1.5 billion from the sale of convertible debt last month, after adding $600 million to its coffers from a stock issuance three months ago.\"We need more money because demand is so strong,\" Liang said, adding that the cash would also help to build up Supermicro's supply chain.As part of that effort, Liang is expanding manufacturing in San Jose, as well as in Taiwan and Malaysia. Liang said his goal was to be producing 5,000 racks of servers a month -- an amount of computing infrastructure that would measure 6 feet high and almost 2 miles long -- by the middle of this year.\"More than 50% of that is AI,\" he said. Liang has also said that the manufacturing growth is sufficient to bring the company's potential revenue above $25 billion a year, an addition of roughly $10 billion to annual sales based on its latest quarterly revenue.Past and future challengesWhile analysts say the company's prospects remain bright even after the stock's meteoric rise, Supermicro has had its share of challenges. Its chief financial officer and one of its co-founders stepped down after an internal audit begun in 2017 led to revisions to the company's previous financial statements. The Securities and Exchange Commission charged the former CFO with accounting violations in 2020, which was followed by a settlement of the proceeding.Liang has said those troubles are behind the company, which is focused now on making sure it stays ahead of its competitors in the increasingly fierce battle for market share in AI computation. Both of Supermicro's main rivals, Dell Technologies and Hewlett Packard Enterprise, have more employees and more than double the company's revenue, even after its recent rise.The AI processor market is expected to keep growing fast. Chip maker Advanced Micro Devices is projecting the market for AI accelerators will reach $400 billion by 2027, and analysts expect demand for servers to increase in tandem.Supermicro's AI-oriented servers made up more than half of its nearly $3.7 billion in sales in its latest quarterly report. Dell and HPE, by comparison, shipped $800 million and more than $400 million of similar servers, respectively.Analysts clash on Supermicro's ability to hold on to its position longer term. Wedbush analyst Matt Bryson said, historically, no company selling servers has had more than 30% market share.\"There's not a reason Dell can't do exactly what they're doing,\" Bryson said.Others aren't so sure. Some analysts say that established competitors will have a hard time bringing new products to market so quickly and have larger revenue streams from software and services.Supermicro is trying to gain further market share by doubling down on AI and continuing to ship its servers out quickly. The company is also keeping prices low to entice new customers: Its gross profit margin totaled around 15% in its latest quarter, down from 17% in the previous one. HPE, by comparison, had gross margins of 36% in its latest quarter.\"In order to take market share, we will take opportunities by being more competitive on pricing,\" Chief Financial Officer David Weigand said on the company's earnings call in January.Write to Asa Fitch at asa.fitch@wsj.com and Ben Glickman at ben.glickman@wsj.com(END) Dow Jones NewswiresMarch 17, 2024 05:30 ET (09:30 GMT)Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}