$Super Micro Computer (SMCI.US)$ If Super Micro is taken off the market, it will cause trouble for the entire AI market, ultimately affecting all of America, do you understand that and keep going back and forth?
If Super Micro's cooling technology didn't exist, Blackwell wouldn't function.
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$Super Micro Computer (SMCI.US)$ It is expanding its share in the AI server market, although it is small. Analysts at Bank of America believe that the company's market share isIt is expected to expand from 10% in 2023 to 17% in 2026.Keybanc Capital Markets analyst Thomas Blakey is even more bullish, predicting a market share of 23% this year.
Supermicro was hit with a double punch of bad news last week. First, the companyHindenburg ResearchThe subject of a report issued by bank of america corp, highlighting accounting irregularities, undisclosed related-party transactions, and export control issues. The following day, Supermicro revealed that the annual report submission would be delayed.
According to analysts at JP Morgan, it is important to note that the short report has been lingering in suspicion and lacks evidence. Most of the suspicions are regarding existing, already known issues, and the report lacks detailed information about the suspected misconduct.