Only a few years ago, motherboard and system maker Supermicro set a target of breaking through $10 billion in sales, and thanks to the explosion in systems for training and inference for AI applications, it looks like the company is going to bust through that goal in its fiscal 2025 ending next June. …
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. …
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. …
Supermicro has become the latest of the big OEMs to add Arm-based systems to its portfolio, with the launch of its Mt. …
Sponsored Feature: With every server CPU launch, component and system maker Supermicro always wants to be at the front of the line to offer its channel partners and large direct customer base the opportunity to get systems based on the hottest new technologies. …
Server component and system maker Supermicro is known for being out in front when any X86 processor comes to market and often shoots the gap between ODMs, who have a relatively small number of large customers, and OEMs, who have a large number of relatively small customers. …
In a short time, the edge has become the crucial third leg holding up the IT stool, joining traditional on-premises datacenters and the public clouds. …
Announcements of new iron are exciting, but it doesn’t get real until customers beyond the handful of elite early adopters can get their hands on the gear. …
With a new generation of Xeon processors coming out later this year from Intel and AMD trying to get back in the game with its own X86 server chips – they probably will not be called Opterons – it is not a surprise to us that server makers are having a bit of trouble making their numbers in recent months. …
Among the major companies that design and sell servers with their own brands, which are called original equipment manufacturers or OEMs, and those that co-design machines with customers and then make them, which are called original design manufacturers or ODMs, Supermicro stands apart. …
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