Posted 1/29/2024, 3:15:00 PM
Nvidia Leads AI Hardware Boom, But AMD and Super Micro Look to Cash In on Growing Demand
- Nvidia has benefited greatly from the AI boom, but AMD and Super Micro also stand to gain as AI hardware demand grows
- AMD is releasing new GPUs to compete with Nvidia in the AI market, expects to add $2B in sales by 2024
- Super Micro plays a key role supplying enterprises with AI-ready computers and sees strong demand
- Super Micro's cooling systems may help it diversify as data centers become more complex
- AMD offers more growth potential but at a higher valuation, Super Micro is more affordable for betting on AI