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 并非是SMCI的独家秘诀。DELL也用LIQUID COOLING(DLC)。 -KYCHO- ♂ (0 bytes) () 03/16/2024 postreply 19:16:46

• 超微计算机公司的核心价值是它是个纯粹完整的垂直系统集成公司，而且坐落在硅谷，距离主要客户15-20分钟车程。 -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的核心价值是英伟达优先保证SMCI的供货，买不到英伟达芯片的就来买SMCI服务器。 -Wm.Knabe- ♀ (0 bytes) () 03/17/2024 postreply 02:38:33

• 随着英伟达供应紧张的缓解，SMCI这一波上涨也将终结。 -Wm.Knabe- ♀ (0 bytes) () 03/17/2024 postreply 05:03:16

• 它做的别家也能做，但是它家CEO和NVIDIA CEO几十年的老朋友关系别家没有。它可以很早拿到芯片。 。 -KYCHO- ♂ (0 bytes) () 03/17/2024 postreply 11:11:35