Feb. 23 at 1:12 AM
$SMCI $NVDA $MU This has a lot to do with hyperscalers accelerating AI capacity.
$META,
$GOOGL and others are scaling rack scale, liquid cooled AI clusters. That’s not commodity chassis demand that’s integrated AI factory architecture.
SMCI’s DCBBS framework is directly aligned with rack scale, fabric integrated, DLC deployments. They already serve Tier 1 hyperscalers, so the credibility and build quality box is checked for megacap scaleouts.
Charles guiding
$40B+ FY26 and
$50–60B+ FY27 implies serious order visibility. AI infra demand isn’t plateauing it’s compounding.
As power density rises and regulation pushes efficiency, rack scale liquid cooling becomes mandatory, not optional.
If DCBBS mix increases within hyperscaler orders, that’s where margins expand.
Compression of the stock price + backlog visibility + hyperscaler AI capex cycle = asymmetric setup.
