2024-05-08 14:19:57 ET
Summary
- Super Micro Computer is experiencing high growth as demand for AI-enabling infrastructure increases. The company's operations may face challenges in the coming quarters as macroeconomic headwinds take shape.
- SMCI may be caught flatfooted as the firm bloats inventories to keep up with demand while building out their new facilities in the face of a dimming macroeconomic outlook.
- I anticipate headwinds in their enterprise business as companies seek to reduce costs going into eFY25; however, this can be offset by hyperscaler sales.
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Super Micro Computer: Growth May Slow In 2025