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 builders, the latter of which comprise around half of server shipments and slightly less than half of server spending.

Super Micro Computer (SMCI) shares have more room to run thanks to cloud computing giants splurging on data center gear for artificial intelligence, a Wall Street analyst says. SMCI stock has surged in recent months thanks to its exposure to the AI market.

ChatGPT的橫空出世，再度帶動市場對於生成式AI與高效能運算(HPC)的關注。生成式AI運算大型語言模型的效能需求高，因此HPC成為助力生成式AI應用開枝散葉的關鍵之一，生成式AI也為HPC硬體帶來新一波市場動能。

Computex Supermicro CEO Charles Liang has revealed his business has is poised to increase its production of rackscale systems by 25 percent.

As companies come under pressure to deliver on ESG strategies, Supermicro launches its new liquid cooled servers.

The folks at Intersect360 Research released their latest report and market update just ahead of ISC 2023, which was held in Hamburg, Germany, last week. The headline: “We’re returning to stable growth,” per Addison Snell, Intersect360 CEO.

成立于加州圣何塞的Supermicro，已有近30年历史，是价值为数十亿美元的财富1000强跨国企业，位列全球最大服务器供应商之一（数据来源IDC）.