We all know that Nvidia (NASDAQ: NVDA ) is the top choice among for investors looking at chip stocks in this market. However, this company is far from the only company that stands to benefit from AI-related tailwinds and surging long-term demand expectations. Plenty of other chip stocks have emerged as beneficiaries of the recent hype.
And as AI technology improves daily, more infrastructure is needed to support the developers and corporations building the applications. For those looking at mega-cap chip stocks, and other related companies that could benefit from these trends, examine three stocks worth keeping an eye on now. Super Micro Computer (SMCI) Super Micro Computer (NASDAQ: SMCI ), a leader in IT solutions for AI, Cloud, Storage and 5G/Edge, is expanding in Silicon Valley to meet rising demand for liquid-cooled data centers.
The goal of the company’s new campuses is to streamline global delivery of plug-and-play liquid-cooled solutions. This will enhance AI workload capabilities while cutting energy use and operational costs significantly. The management team continues to emphasize SMCI’s cutting-edge generative deep learning and AI inference platforms, enhanced by liquid-cooled technology.
With rising interest in energy-efficient Direct Liquid-Cooled solutions, Super Micro Computer to innovates with its modular systems for AI and HPC industries. The company foresees liquid-cooled data centers increasing from historically minimal levels to 15%–30% of all instal.
