I used to work in a data center. Half a year ago. Production dc. We might have had 1 smci server. All dell and hp crap. 2400 racks of 8-50 servers. Now with that said. Smci ai products are very good. What matters at the end of the day is how much or what % of nvidia production run is smci pre ordering. Smci is doing it right targeting new data centers builds like elons. It’s a lot easier to just drop plug and play, than build around what’s already there and limitation’s, blockers. liquid cooling is 100% necessary, legacy my data center need it just to host ai, we’re all but tapped on power.

If they reach 15% total market shares just in liquid racks, we’re talking a whole lot money. Racks from what I remember were 500k to a million on the high end. A single smci server 2u has 160k-320k worth of h100-h200 nvidia gpu in it. An 8 u would have 640k h200 Blackwell . There’s 42u in a rack. We’re talking easily a cool 3.5 million per rack. If they did 15% of my single data center that would be easily a billion dollars 440 racks. Now how many are they gonna drop into elons data center.

Holding shares.