$Super Micro Computer(SMCI.US)
Context: In an effort to stand out from the crowd and get AI hardware in the hands of data centers, Cisco Systemsย is expanding its Secure AI Factory with Nvidiaย by including a partnership with Super Micro Computer. Theย Cisco AI Factory with Nvidiaย is a full-stack infrastructure system that helps companies build, deploy, and secure AI workloads. It combines AI infrastructure with full-stack security and is built to deliver faster agentic and physical AI applications. Cisco says with its partnership with Supermicro, customers will be able to deploy rack-to-fabric liquid cooling that features Ciscoโs liquid-cooled AI networking systems alongside Supermicroโs liquid-cooled servers. Cisco expects to offer the solution in October.
My Trade: Still holding out in hopes for my rather ambitious profit target. Though it looks unlikely at least for now.
Takeaway: SMCI still has rooms for growth, and growing partnerships with companies outside of their main sector could diversify their revenue sources as well. @Captain's Treasure




