Super Micro's Bet on AI Servers Powers Revenue Growth But Raises Concerns About Sustainability

Super Micro's revenue increasingly relies on AI servers (over 50% now) which has fueled stock surge.

Worked with Nvidia for AI servers, now expanding to Intel and AMD chips.

One large data center customer was over 25% of revenue last quarter.

AI server demand may not be sustainable long-term if it slows.

Reliance on AI servers could disappoint investors if/when AI boom declines.