3 Reasons Super Micro Computer Will Split Its Stock After NVIDIA

[redbeanus]

At his alma mater, Charles Liang, CEO of Supermicro, on June 1, 2024, announced the inception of a sister park to its present science, technology and production park in Northern Taiwan ; which it is advancing with some urgency.

"It is not only in the United States, Supermicro is also expanding in Taiwan, Malaysia and Europe," Liang said.

In 2019-2020 the company invested 629 million U.S. in the current Taiwnese park

On Tuesday, Liang, in Taiwan will announce various infrastructure advancements as well as SMCI opportunities and strategies for rolling out IT.

During his visit he will meet with his very good friend J. Huang, founder and CEO of NVDA.

Liang said, that by q4 , 2024 SMCI should have captured 20-30 % of the global market in liquid cooling technology.
https://focustaiwan.tw/business/202406010011

[redbeanus]

MSCI的指数本周末将进行重新调整。全球追踪MSCI指数的基金需要同步调整他们的持股结构，以匹配新的指数成分。这种调整通常会导致大量的买入或卖出行为，推动相关股票的价格变动。

Super Micro joined S&P500 in … March. Time flies.

SuperMicro Computer also set to join Russell 1000.

https://finance.yahoo.com/news/supermic ... 45557.html

[Nimitz]

Liquid cooling is the trend.
https://www.forbes.com/sites/moorinsigh ... 57dbd22678

跟其他几家比，超微有没有技术上的优势？

At his alma mater, Charles Liang, CEO of Supermicro, on June 1, 2024, announced the inception of a sister park to its present science, technology and production park in Northern Taiwan ; which it is advancing with some urgency.

"It is not only in the United States, Supermicro is also expanding in Taiwan, Malaysia and Europe," Liang said.

In 2019-2020 the company invested 629 million U.S. in the current Taiwnese park

On Tuesday, Liang, in Taiwan will announce various infrastructure advancements as well as SMCI opportunities and strategies for rolling out IT.

During his visit he will meet with his very good friend J. Huang, founder and CEO of NVDA.

Liang said, that by q4 , 2024 SMCI should have captured 20-30 % of the global market in liquid cooling technology.
https://focustaiwan.tw/business/202406010011

[redbeanus]

Liquid cooling is the trend.
https://www.forbes.com/sites/moorinsigh ... 57dbd22678

跟其他几家比，超微有没有技术上的优势？

At his alma mater, Charles Liang, CEO of Supermicro, on June 1, 2024, announced the inception of a sister park to its present science, technology and production park in Northern Taiwan ; which it is advancing with some urgency.

"It is not only in the United States, Supermicro is also expanding in Taiwan, Malaysia and Europe," Liang said.

In 2019-2020 the company invested 629 million U.S. in the current Taiwnese park

On Tuesday, Liang, in Taiwan will announce various infrastructure advancements as well as SMCI opportunities and strategies for rolling out IT.

During his visit he will meet with his very good friend J. Huang, founder and CEO of NVDA.

Liang said, that by q4 , 2024 SMCI should have captured 20-30 % of the global market in liquid cooling technology.
https://focustaiwan.tw/business/202406010011

Supermicro在高性能计算和数据中心领域有较强的影响力，其服务器和工作站产品线中有许多针对高性能计算、人工智能和大数据的解决方案。Supermicro在水冷技术上有自己的研发能力，提供高效的散热方案，以支持高密度计算和节能需求。

Dell的服务器产品线（如PowerEdge系列）在水冷方面的技术也有所涉足，主要是通过与一些第三方供应商合作，提供定制化的水冷解决方案。Dell更专注于整体解决方案的可靠性和易用性。

[Nimitz]

Supermicro在高性能计算和数据中心领域有较强的影响力，其服务器和工作站产品线中有许多针对高性能计算、人工智能和大数据的解决方案。Supermicro在水冷技术上有自己的研发能力，提供高效的散热方案，以支持高密度计算和节能需求。

Dell的服务器产品线（如PowerEdge系列）在水冷方面的技术也有所涉足，主要是通过与一些第三方供应商合作，提供定制化的水冷解决方案。Dell更专注于整体解决方案的可靠性和易用性。

Investors shouldn't expect that triple-digit growth rate to last forever, but it's clear that Supermicro is capitalizing on the ramp up in AI infrastructure in a way that competitors like Dell Technologies and HPE aren't yet.

The company has a number of competitive advantages that have driven its skyrocketing growth and separated it from the competition. Supermicro enjoys a long-standing close relationship with Nvidia. Supermicro's CEO Charles Liang and Nvidia's CEO have been collaborating for more than 30 years, and both are immigrants from Taiwan. That relationship helps Supermicro get preferred access to new chips and components for its servers, and the companies have worked together on custom designs.

Supermicro is known for being faster than the competition to release new products and offers more customization options. It also specializes in high-density servers, which deliver more computing power in less space and are therefore valued for AI applications, which demand large amounts of power.

Finally, Supermicro has also developed liquid cooling solutions, which are becoming increasingly necessary to run AI servers, to help it stay ahead of the competition. Liquid cooling can also help data centers save on energy costs. Supermicro said in its recent earnings call that its liquid cooling technology, along with other features, can help customers save 40% in data center energy costs at scale.

[redbeanus]

Supermicro Liquid-Cooled AI SuperClusters Will Power Large-Scale AI Data Center in Japan
https://www.stocktitan.net/news/SMCI/su ... fwxhs.html

[redbeanus]

SMCI 50 racks delivery/day x $3m/rack revenue x 60days/quarter = $9,000,000,000 sales/quarter.
10% net income margin = $900,000,000
Stocks outstanding = 57,000,000
Net income/quarter = $15.78
SMCI float is 50M
Nearly 70% held by institution
The remaining is 15M 🫸
Wow!

[redbeanus]

SMCI Computex Keynote livestream link. Huang is speaking now:

NVDA CEO Jenson Huang profusely praising SMCI technology.
“People think that we’re building GPUs. A gpu is a chip. There are 72 chips in here. And then there are 600,000 other parts. 72 chips probably weighs 1 lb. This is 3,000, 2,999 other lbs. So, the amount of technology that’s inside one of these racks is really quite extraordinary. This is a technology marvel. The most complex, the most advanced computer the world has ever made.”
Jensen Huang on Supermicro’s new server racks
Jensen just said he is an employee of Super Micro’s most advanced computer in the world!

[redbeanus]

CEO在 Computex 主题演讲说， Supermicro 每月运送约 1,000 个如下图所示的机架，每个机架约 300 万美元。

这一产品创造了每年约 360 亿美元的收入。

目前市值为 451.8 亿美元。

[redbeanus]

SMCI触底反弹了！