Sep. 1 at 12:24 PM
$SMCI $AVGO $CSCO $AMD $DELL DCBBS mentioned here, its such a great opportunity :)
“Supermicro delivers its application-optimized Data Center Building Block Solutions® (DCBBS) infrastructure with the industry-leading time to deployment,” said Vik Maylaya, chief business officer, Supermicro. “Our SuperCloud Director supports faster implementation of multi-tenancy bare metal provisioning, combining Supermicro’s Total IT solutions with VMware AI Factory to give customers factory-validated flexible and cost-efficient building blocks for modern private cloud and AI workloads for the enterprise".
Combined with the ICFR remediation in the recent 10k the SMCI setup has never been stronger.
ENTERPRISE!!! DCBBS (20% margins)!!!!
https://investors.broadcom.com/news-releases/news-release-details/broadcom-announces-vmware-ai-factory-enabling-faster-time