Meanwhile, two of the biggest winners year to date are Nvidia (NASDAQ: NVDA) and Super Micro Computer (NASDAQ: SMCI). For Nvidia, its background was in high-end graphics chips for gamers. Similarly, Super Micro Computer has long been pegged as a "commodity" server provider in a highly competitive, low-margin industry; however, it's more differentiated than many think.
What is a data center? It's a dedicated building filled mostly with clusters of computer servers working in unison to complete tasks, and it's typically managed by tech giants like Microsoft and Amazon (NASDAQ: AMZN). Millions of businesses rent those data centers to store their data, run their online sales channels, and even develop software.
Uncover the financial narrative of a key player in the AI chip market. Does AMD's stock hold untapped potential in the long run? And did you miss the AI bus yet?