Super Micro Computer: The AI Boom is set to Continue for Decades - New Forecast Signals a Doubling of Sales in 2024!

CEO Liang speaks of an AI boom that has lasted for decades and a phase of accelerating demand that is now beginning. Factory capacity utilization is at 65% and is increasing rapidly. New capacities are already increasing the annual sales potential to over $25 billion. The new sales forecast signals at least a doubling of sales in the current financial year. However, the management remains conservative due to supply bottlenecks. The demand for AI servers remains high. A long-term AI revolution has begun, in which Super Micro Computer...