The Growth Around Super Micro Computer Has Just Begun.

  • Super Micro Computer remains a Buy as AI adoption accelerates, with the company well-positioned to benefit from surging data center and AI server demand. Despite past overhype and recent challenges, SMCI's strong valuation and growth grades justify optimism for continued upside. SMCI's core business—designing and assembling AI servers—places it at the heart of the expanding AI infrastructure market.