Super Micro Surges Ahead of Dell in AI Server Market
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Both Dell and Super Micro Computer manufacture servers used for AI applications and have seen stock prices surge lately.
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Dell is the bigger company and leader in the overall server market, but AI servers make up a greater portion of Super Micro's business.
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Super Micro's revenue growth is faster, almost doubling year-over-year thanks to booming demand for its AI servers.
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Dell's growth has been slower due to declining PC sales, but could accelerate as AI servers and AI-enabled PCs take off.
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Super Micro's faster growth justifies its higher valuation. Growth-focused investors may favor Super Micro over the slower-growing Dell.