Super Micro Computer (SMCI) has emerged as a potential beneficiary of the AI boom, surpassing Nvidia's stock performance this year. While Nvidia dominates the AI chip market, Supermicro's servers and liquid-cooling technology have gained popularity in AI data centers. The company has experienced soaring earnings and expects increased demand as the AI market expands. Unlike Nvidia, Supermicro's revenue opportunities are tied to the release of new chips by major companies like Nvidia and Advanced Micro Devices, as they are integrated into Supermicro's products.

With a growth rate five times higher than its industry, Supermicro is predicted to benefit more from the AI boom. Investors seeking a long-term AI stock may find Supermicro a safer and potentially more lucrative investment option compared to Nvidia. Additionally, Supermicro is currently trading at a lower valuation than Nvidia, making it an attractive opportunity for investors looking to capitalize on AI growth.