Reported about 22 hours ago
The article evaluates Super Micro Computer and Dell as investment options in the AI hardware space, focusing on their growth rates and market potential. While both companies play crucial roles in AI server infrastructure, Super Micro offers a more premium solution with faster growth, albeit amidst recent accounting scrutiny. In contrast, Dell's infrastructure solutions segment thrives, but its overall performance is impacted by its struggling PC business. Ultimately, the article suggests that investors may be better off considering Nvidia, another key player in AI investments.
Source: YAHOO