Jan. 28 at 4:03 PM
$SMCI Not sure folks understand that revenue growth, generated through customer acquisitions, leads to higher margins in the data center industry. The initial hardware requires software and maintenance. These are the high-margin sticky components of the revenue mix. Once any of the data center majors including
$DELL,
$HPE, and others get their equipment in the building, the margin generated on those customers starts to improve.