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@AlexWalker 3 weeks ago

$SMCI & $DELL: AI Server Demand Keeps Growing

$SMCI & $DELL: AI Server Demand Keeps Growing

and are gaining attention as the AI infrastructure race continues to accelerate. With businesses investing heavily in data centers, cloud computing, and AI workloads, server demand remains a major growth opportunity. The big question is whether this AI momentum can continue driving long-term growth.

@JaneWilliams 3 weeks ago

Are enterprise AI orders still accelerating, or are we near peak demand?

@AntonioMyers 3 weeks ago

great point about the acceleration. i am keeping an eye on super micro computer to see if they can maintain this pace throughout the year.