Posted 3/10/2024, 6:30:00 PM
Nvidia Remains Top AI Investment Over Server Maker Super Micro Despite Revenue Growth
- Nvidia and Super Micro are not direct competitors - Nvidia makes GPUs for AI training, while Super Micro makes servers to network GPUs
- Nvidia's products are more vital and have wider reach than Super Micro's
- Both companies have seen triple-digit revenue growth recently, projected to continue
- Super Micro's stock is more expensive than Nvidia's on a forward price-to-earnings basis
- Nvidia remains the top AI investment option given growth, product importance, and valuation