A 12-fold increase in one year! "AI's most promising stock" Super Micro Computer will be included in the S&P index today.
Under the boost of NVIDIA's AI chips, Super Micro Computer's server sales have surged, with the company's revenue expected to double this year, leading ahead of many major competitors.
In the current AI investment frenzy, NVIDIA has always been a shining star, with its stock price more than quadrupling in the past year. However, there is a server manufacturer that has outperformed even NVIDIA in their collaboration.
Once a relatively unknown player in the industry, Super Micro Computer has now become the preferred server supplier for numerous companies and government agencies. With NVIDIA's support, Super Micro Computer's server sales have skyrocketed, with the company's revenue expected to double this year, leading ahead of its major competitors.
In the past 12 months, Super Micro Computer's stock price has surged by over 12 times, and it will officially join the S&P 500 index this Monday. At that time, it will be the best-performing company in the index over the past year.
Founded in Silicon Valley in 1993, Super Micro Computer was established by Charles Liang and his wife Sara Liu. Interestingly, Huang Renxun founded NVIDIA in the same year. Similar to NVIDIA, Super Micro Computer has been led by Charles Liang as CEO since its inception.
In a recent media interview, Charles Liang mentioned that he has known Huang Renxun for decades, but it was only in the current AI boom that their companies truly intertwined their destinies.
For the initial decades, NVIDIA mainly focused on manufacturing chips for image processing, while Super Micro Computer competed in the more down-to-earth industry of data center servers, seizing the opportunities in cloud computing and the digital economy.
With the rise of AI, NVIDIA's chips have become a major driving force in this prosperous development, providing essential computational power for systems like ChatGPT. In this transformation, server manufacturers that can deliver chips to customers at the fastest speed and in the largest quantity have gained an advantage.
Charles Liang mentioned that Super Micro Computer's headquarters in San Jose, California, is only a 15-minute drive from NVIDIA's headquarters in Santa Clara, greatly facilitating the collaboration between the two companies.
"Our engineering teams can work closely together from morning till night," he said.
Industry executives and analysts point out that Super Micro Computer's leading position in the AI boom is partly due to its strategic approach of producing electronic "building blocks" for servers that can be assembled into configurations almost infinitely. This strategy makes them more flexible and responsive to market demands compared to their competitors.
While the demand for servers from autonomous driving technology developers differs from companies working on language generation AI systems like ChatGPT, Super Micro Computer is able to provide tailored infrastructure solutions for both.