Nvidia and Super Micro Positioned to Ride AI Boom with Data Center Demand
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Nvidia is a leading AI company with 95% market share in GPUs for machine learning and data centers. It's benefiting greatly from the AI boom.
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Super Micro Computer makes servers optimized for AI processing and is seeing triple-digit revenue growth from strong demand.
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Both Nvidia and Super Micro are poised to benefit from the $2 trillion projected spending on new data centers capable of AI workloads.
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Super Micro is gaining market share from rivals like Dell and HP in supplying servers for AI applications.
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Super Micro trades at a low valuation despite high growth, making it a better value AI investment than highly valued, unprofitable SoundHound AI.