We think that server spending is a leading indicator of economic growth or decline, and we are tracking the public companies that peddle systems to try to get a sense of how they are doing to get a better sense of what enterprises, governments, academic institutions, and other organizations separate from the hyperscalers and cloud […]
Supermicro Computer (NASDAQ: SMCI) is an excellent way to play the artificial intelligence revolution. Rather than betting on the companies creating AI models and products, SMCI is like selling picks and shovels in a gold rush. Supermicro sells servers and storage systems for data centers and large enterprises. While companies like Nvidia and SK Hynix produce […]
Tracking the evolving portfolio of AMD EPYC 9004 series processors, Supermicro announces system optimised with up to 128 Zen 4c cores and AMD 3D V-Cache technology. The cloud, AI / ML, storage and 5G / edge providers has unveiled servers powered by 4th Gen AMD EPYC processors for cloud native computing, with leading thread density and […]