[HN Gopher] Supermicro Racks Up the System Revenues
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       Supermicro Racks Up the System Revenues
        
       Author : rbanffy
       Score  : 11 points
       Date   : 2023-11-08 19:55 UTC (3 hours ago)
        
 (HTM) web link (www.nextplatform.com)
 (TXT) w3m dump (www.nextplatform.com)
        
       | treesciencebot wrote:
       | > David Weigand, chief financial officer at Supermicro, said on
       | the call that rack-scale and AI system sales accounted for 53
       | percent of revenues, which is $1.12 billion. Sales to large
       | datacenter customers and OEM appliances to other vendors (of
       | which we also think Nvidia is one) accounted for $1.17 billion,
       | up 26.3 percent.
       | 
       | This explains pretty much the whole thing. People are building
       | new racks at an unprecedented pace, it is like a gold rush, and
       | anyone who is selling tools (whether it be TSMC's raw wafers,
       | NVIDIA's chips, or even a company that only builds HVACs for
       | datacenters) is probably going to see their peak.
        
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       (page generated 2023-11-08 23:02 UTC)