2024-06-12 08:42:57 ET
Summary
- Super Micro Computer offers liquid-cooled AI superclusters in partnership with major GPU players like Nvidia, AMD, and Intel.
- Supermicro's strong product pipeline optimized for data centers positions it for rapid growth in the AI computing era.
- Anticipated revenue growth of 30%+ in the near term, leading to a 'Buy' rating with a one-year price target of $900 per share.
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Super Micro Computer: Liquid-Cooled SuperCluster Growing In AI Era; Initiate With 'Buy'