Nvidia and Super Micro Surging on Booming AI Demand
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Nvidia's graphics processing units (GPUs) play a crucial role in artificial intelligence (AI) by powering training and inference. Nvidia dominates the AI chip market.
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Nvidia offers a broad range of AI products and services available through major cloud platforms like AWS and Azure. It has built expertise in AI.
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Super Micro Computer provides servers, workstations, and full rack solutions to AI customers. Its building block architecture allows quick assembly of customized products.
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Super Micro works closely with top chipmakers like Nvidia to rapidly incorporate the latest innovations into its offerings.
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Both Nvidia and Super Micro are reporting surging sales and profits thanks to demand for AI products and services. Their stocks could continue rising.