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This simplified version of a patent-application diagram shows robots checking a set of computer server racks. (Amazon Illustration via USPTO) Does something need checking out in your data center?
German supermarket chain Lidl is betting on hardware with the installation of new server racks across its 180 Finnish stores. The aim is to future-proof the stores’ IT infrastructure as the ...
TheStreet. Few stocks have captured the AI server boom like Super Micro Computer (SMCI) . Skyrocketing this year, Super Micro ...
Markets were closed on Wednesday, but that didn’t stop Elon Musk from breaking some news that could be very material for Super Micro Computer (Nasdaq: SMCI) shareholders. On X, the platform he ...
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Zacks Investment Research on MSNSuper Micro Computer Rides on DLC Momentum: What Lies on the Horizon?Super Micro Computer’s SMCI direct liquid cooling (DLC) technology is in high demand among hyperscalers and AI data centers as the liquid cooling technology reduces heat more effectively than its air ...
In other words, these humble racks weren’t just racks. They were part of the grand discussion underway inside think tanks and consultancies and academic conferences on the Future of Work.
A young man I know, an electrician in training, was telling me the other day about building computer server racks at his company’s fabrication facility. I grew enthusiastic as I realized he was ...
Blakey estimates that Super Micro will reach an approximately 23% share of the AI server market in calendar 2024, with competitive moats that should sustain, if not expand, this share in coming years.
Super Micro Computer and Dell Technologies are both riding the AI-driven server demand. However, DELL's lower valuation makes it a better pick at present.
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