It’s still Ketchup Week here at The Next Platform, and we are going to be circling back to look at the financials of a number of bellwether datacenter companies that we could not get to during a number of medical crisis – including but not limited to our family catching COVID when we took a week of vacation at a lake in Michigan. …
It was only six months ago when we were talking about how system maker Supermicro was breaking through a $10 billion annual revenue run rate and was setting its sights on a $20 billion target. …
Supermicro has always been an interesting IT supplier for the datacenter, and it is getting more interesting by the year as it continues to grow very fast and has set itself a goal of break $10 billion in annual sales, which would put Supermicro behind only Dell and Hewlett Packard Enterprise, on par with Inspur, and ahead of
Since the advent of the X86 server market thirty years ago, Supermicro has been unique among its server making peers in a number of ways. …
Server consumption is a pretty good proxy for how enterprises of all shapes and sizes feel about their particular business. …
It had to happen sooner or later, and really, the wonder is that it hasn’t already happened, given the nature of the infrastructure buildouts at hyperscalers and cloud builders, the skittishness of enterprises due to the trade war between the United States and China, the uncertainty in Europe over the British exit, and general concern with macroeconomic issues because it has now been almost twelve years since the last recession. …
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