The artificial intelligence (AI) revolution is happening, and according to a Wall Street analyst, Super Micro Computer is well-positioned to benefit. While Nvidia is currently dominant in the AI chip market, Super Micro Computer has outperformed Nvidia this year with a 212% surge in its stock. Supermicro's success can be attributed to its close partnership with Nvidia as a preferred server partner and its in-house engineering capabilities. The company's strategy of building servers using interchangeable parts allows for fast customization and cost savings. Additionally, Supermicro's focus on resource-saving design has become increasingly important with the energy-intensive nature of AI chips.

The company is rolling out its own direct liquid cooling (DLC) technology, which is expected to reduce data center power usage and increase efficiency. CEO Charles Liang expects DLC deployments to make up a significant portion of Supermicro's racks in the coming years. Loop Capital, a technology-focused research firm, predicts that Super Micro Computer's stock could reach $1, 500 per share, citing the company's leadership in AI deployments and its speed and agility. Supermicro's ability to house any AI chip gives it an advantage over Nvidia as it can cater to different chipmakers. Overall, Super Micro Computer is viewed as a solid investment due to its growth potential and ability to adapt to the evolving AI industry.