March 18th: Riding the wave of AI advancement, NVIDIA's stock price has surged at an astonishing rate, more than doubling over the past year, as reported by national media.
However, amidst this surge, the stock price of NVIDIA's partner, Supermicro, has skyrocketed by over 12 times in the past 12 months, outshining NVIDIA's performance.
Previously an obscure server manufacturer, Supermicro has now emerged as the preferred partner for enterprises and government agencies chasing the AI wave.
Moreover, the company is set to be formally included in the S&P 500 index, positioning Supermicro to potentially become the top performer in the index for the year.
Founded in Silicon Valley in 1993, Supermicro, under the leadership of founder Liang Jianhui, has maintained a decades-long friendship with Huang Renxun. Furthermore, with Supermicro's headquarters just a 15-minute drive from NVIDIA's, this proximity has greatly facilitated collaboration between the two entities.
Liang Jianhui attributes Supermicro's ability to stand out in the fierce market competition to its colossal inventory scale, exceeding $1 billion.
Even amid the severe shortage of NVIDIA's cutting-edge AI chips, Supermicro ensures a stable supply chain.
The latest financial reports indicate that Supermicro's server sales geared towards AI account for over half of the company's nearly $3.7 billion total sales, surpassing Dell and HPE, whose similar server shipments amount to around $800 million and over $400 million, respectively.
