Super Micro Computer, Inc. (SMCI) projects strong sales growth in the demand for AI

We recently put together a list of the 10 AI messages and ratings that make waves on Wall Street. In this article we will take a look at where Super Micro Computer, Inc. (Nasdaq: SMCI) stands against the other AI shares.

According to Caroline Golin, Google’s global director of energy market development, CNBC reports that the United States is faced with a lack of electricity capacity to lead with China. At a conference of the nuclear energy institute, Golin emphasized the growing need for reliable energy to support AI progress, whereby renewable energies caused network instability and caused the company to turn to nuclear power.

Last October it teamed up with Kairos Power to buy 500 megawatts from small modular nuclear reactors. The first reactor to be expected in 2030. Other great technicians have also shown interest in nuclear energy and invested in projects in order to meet rising electricity demands. While nuclear is regarded as a long -term solution, Golin emphasized the immediate need to compete with China. President Trump declared a national energy emergency for the construction of power plant systems for AI data centers.

While the energy requirements look like an important hurdle, the latest Stargate project aims to solve this problem. On February 6, Reuters reported that Openai announced that they evaluate US states for locations for AI data center as part of the Strong Project of 500 billion US dollars to the USA in the global AI race against China strengthen. Chris Lehan, Openas Chief Global Affairs Officer, emphasized the high missions of the competition and found that it could shape the future of democratic and authoritarian AI. He commented:

“When the messages appeared via Deepseek, it is clear that this is a very real competition and that the effort could not be greater … Anyone who prevails in this competition will really shape what the world will look like in the future, whether we have democratic AI This is free and open or authoritarian that is autocratic.

The initial star gate data center is under construction in Abilene, Texas. However, Chinas Deepseek recently showed that advanced AI models could be developed on less specialized, cheaper chips, which questioned the assumption that large, costly data centers are required for AI progress, the report says.

We have selected AI shares for this article by checking news articles, stock analyzes and press releases. We have listed the shares in the rising order of their hedge fund feeling from the database of Insider Monkey with 900 hedge funds.

Why are we interested in the stocks in which hedge funds are stacked? The reason is simple: Our research has shown that we can outperform the market by imitating the top shares selection of the best hedge funds. The strategy of our quarterly newsletter selects 14 small cap and large cap shares every quarter and has returned 275% since May 2014. He exceeded his benchmark by 150 percentage points (see further details here).

Why did Super Micro Computer Inc. (SMCI) increase last week?

A team of technicians in a server room that tests and manages the latest server solutions.

Number of the owners of hedge funds: 33

Super Micro Computer, Inc. (Nasdaq: SMCI) developed and offers modular server and storage solutions, software and support services for company, cloud, AI and 5G markets worldwide.

On February 11, Super Micro (Nasdaq: SMCI) announced the preliminary FQ2 2025 results and provided an update to the fiscal 2025 progress from Supermicro. The forecast net turnover is expected between $ 5.6 and $ 5.7 billion, which is 54% increase in the previous year. The company expects further growth, which is heated by AI demand and the transition to the Blackwell GPUS. Preliminary non-GAAP profits are between $ 0.58 and $ 0.60 per share, whereby the margins of product mix and F&E investments are influenced.

Technological progress includes programs from Nvidia Blackwell products and expanded, liquid-cooled data center solutions that aim to reduce costs and improve energy efficiency. The production capacity is increasing in Malaysia, Taiwan, Europe and the USA

Management said that AI platforms contributed over 70% to sales in the second quarter. Despite some margin printing, the cash flow remains and the cash ended at 1.4 billion US dollars. Adjustments were made to previous financial results without repetition. Supermicro expects sales of 5 billion US dollars and 6 billion US dollars, whereby the sales guidelines for the 2025 financial year can be updated from US dollars to $ 25 billion. The extended NASDAQ period is expected to conclude the submission of the 2024 financial year.

Total -mci 5th place .. On our list of AI shares that make waves on Wall Street. While we recognize the potential of SMCI as an investment, our conviction is convinced that KI shares have a higher promise to achieve higher returns and do so within a shorter time frame. If you are looking for a AI share that is more promising than SMCI, which, however, is less than five times the profit, read our report on the Cheapest AI share.

Read next: 20 best AI shares for sale now And Complete list of 59 AI companies under $ 2 billion in market capitalization

Disclosure: none. This article is originally published by Insider Monkey.

(Tagstotranslate) Super Micro Computer (T) Inc. (T) Caroline Golin (T) Stargate Projekt (T) President Trump (T) Data Centers (T) HEDGENDS (T) China (T) Nuclear Energy Institut ( t) Super Micro

Super Micro Computer, Inc. (SMCI) projects strong sales growth in the demand for AI

ByAmelia Journalton

By Amelia Journalton

Related Post

Giants showed interest in Luis Castillo

Cardinal leading prospects JJ Wetherholt achieved his first start in the Grapefruit League, in short

The Hall of Fame for Andre Iguodala – The Mercury News

Leave a Reply Cancel reply

You missed

Giants showed interest in Luis Castillo

Cardinal leading prospects JJ Wetherholt achieved his first start in the Grapefruit League, in short

The Hall of Fame for Andre Iguodala – The Mercury News

SMU 97-73 Notre Dame (February 19, 2025) Spielrkap