Super Micro Computer rides AI server boom to join S&P 500

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Chipmaker enjoys a rare advantage among server makers that are trying to tap the generative AI boom

), which joins the S&P 500 on Monday, enjoys a rare advantage among server makers that are trying to tap the generative AI boom - close ties with Nvidia (The company has historically been among the first to receive artificial intelligence chips from Nvidia and Advanced Micro Devices as it helps them check server prototypes, giving it a head start over rivals, analysts and industry experts said.

“Super Micro has developed a model that is very, very quick to market. They usually have the widest portfolio of products when a new product comes out from Nvidia or AMD or Intel,” said Hans Mosesmann, an analyst at Rosenblatt Securities. That optimism is reflected in Super Micro’s growing market value, which now stands at $60 billion, compared with some $5 billion before the launch of ChatGPT in November 2022.

Super Micro’s tech, developed in-house, involves putting cold liquid over a plate placed on top of a chip and cuts power consumption by about 40% compared with air cooling.

Source: Tech Daily Report (techdailyreport.net)

 

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