Nvidia Just Dropped Great News for SMCI

Nvidia's next-generation chips may require liquid cooling, and this could open a new growth opportunity for Super Micro Computer.
Super Micro is already selling liquid-cooled server systems, which could pay off nicely for the company in the long run.
https://www.fool.com/investing/2024/03/ ... ter-stock/

 

 

 

所有跟帖： 

• Liquid Cooling 並非是SMCI的獨家秘訣。DELL也用LIQUID COOLING(DLC)。 -KYCHO- ♂ (0 bytes) () 03/16/2024 postreply 19:16:46

• 超微計算機公司的核心價值是它是個純粹完整的垂直係統集成公司，而且坐落在矽穀，距離主要客戶15-20分鍾車程。 -慢想者- ♂ (105 bytes) () 03/16/2024 postreply 19:27:09

• SMCI just raised 1.4B last month to upgrade its facility! -redbeanus- ♂ (0 bytes) () 03/16/2024 postreply 20:22:19

• SMCI的核心價值是英偉達優先保證SMCI的供貨，買不到英偉達芯片的就來買SMCI服務器。 -Wm.Knabe- ♀ (0 bytes) () 03/17/2024 postreply 02:38:33

• 隨著英偉達供應緊張的緩解，SMCI這一波上漲也將終結。 -Wm.Knabe- ♀ (0 bytes) () 03/17/2024 postreply 05:03:16

• 它做的別家也能做，但是它家CEO和NVIDIA CEO幾十年的老朋友關係別家沒有。它可以很早拿到芯片。 。 -KYCHO- ♂ (0 bytes) () 03/17/2024 postreply 11:11:35