Super Micro Computer Q4: DCBBS Speeding Up Data Center Deployment (Rating Upgrade)
SMCISuper Micro Computer(SMCI) Seeking Alpha·2024-08-10 03:31
Erik Von Weber/DigitalVision via Getty Images I presented my “Buy” thesis on Super Micro Computer, Inc. (NASDAQ:SMCI) aka Supermicro in my initiation report published in June 2024, favoring the company's superior growth in liquid-cooled technology. Supermicro released its Q4 result on August 6th, demonstrating robust growth in data center business. Supermicro’s upcoming Datacenter Building Block Solutions (DCBBS) could potentially reduce data center build time from 3 years to 2 years. Due to the attract ...