Aug. 26 at 11:04 PM
$SMCI šØ BULLS ā
$NVDA just delivered another massive validation of the AI infrastructure thesis.
Nvidia reported:
š„
$96.2B revenue vs.
$92.3B expected
š„
$89B Data Center revenue vs.
$86.3B expected
š„
$59.7B net income
š„ Management expects growth to accelerate
š„ Nvidia is helping unlock as much as
$500B in data-center financing
Now ask yourself: Where do all those GPUs go?
They donāt operate by themselves. They need servers, racks, networking, power architecture and increasingly liquid cooling at massive scale.
Thatās exactly where Supermicro lives.
SMCI is positioned directly in the AI infrastructure buildout with Nvidia platforms and rack-scale solutions, while also participating in the broader ecosystem with AMD and major AI customers.
Nvidia just told Wall Street AI infrastructure demand isnāt disappearing, itās scaling.
And while Nvidia trades like the king of AI, SuperMicro is still being valued like the AI buildout is about to collapse.
I think the market is eventually going to have to reconcile that disconnect.
Chips are only half the story. Somebody has to build the machines and racks that deploy them.
š
$AMD $CSCO
