SMCI will rise in the long term

Major cloud companies are investing heavily in infrastructure to support AI initiatives, and this rapid increase in spending is likely to continue until 2025. 2024 is likely to be an even stronger year for hyperscale data center operators' spending, and 2025 is no different. Capital investments by the five major US hyperscale data center operators will reach 218 billion dollars in 2024 and 251 billion dollars in 2025. Data center hardware specialists are mainly benefiting from this trend $Super Micro Computer(SMCI.US)$ and network equipment manufacturer's $Arista Networks(ANET.US)$ It is.