$SUPER MICRO COMPUTER INC(SMCI)$ The AI boom isn't just about models. It requires a massive physical buildout.
NVDA / $Advanced Micro Devices(AMD)$ — compute
SMCI / $Dell Technologies Inc.(DELL)$ / $Hewlett Packard Enterprise(HPE)$ — AI servers and racks
$CoreWeave, Inc.(CRWV)$ / NBIS — AI cloud infrastructure
IREN — data centers and power
SMCI sits right in the middle of that buildout with rack-scale systems and direct liquid cooling.
AI needs chips, servers, power, cooling, and data centers.
This infrastructure cycle is much bigger than one quarter.
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