Super Micro's Bet on AI Servers Powers Revenue Growth But Raises Concerns About Sustainability
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Super Micro's revenue increasingly relies on AI servers (over 50% now) which has fueled stock surge.
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Worked with Nvidia for AI servers, now expanding to Intel and AMD chips.
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One large data center customer was over 25% of revenue last quarter.
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AI server demand may not be sustainable long-term if it slows.
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Reliance on AI servers could disappoint investors if/when AI boom declines.