A pattern seems to be emerging across the original equipment manufacturers, or OEMs, who have been largely waiting on the sidelines to get into the generative AI riches story. …
There is wracking up the money, and racking up the servers – and Supermicro, which is sometimes an OEM and sometimes an ODM as well as a motherboard and component supplier to those who want to be either, is doing both here at the beginning of its fiscal 2024 year. …
Only a few years ago, motherboard and system maker Supermicro set a target of breaking through $10 billion in sales, and thanks to the explosion in systems for training and inference for AI applications, it looks like the company is going to bust through that goal in its fiscal 2025 ending next June. …
The appetite for compute capacity, and presumably also for storage and networking capacity, in the datacenter of the world might be waning in some sectors of the economy, but thanks to the voracious hunger of the hyperscalers and cloud builders and more than a few large enterprises that need to do more, not less, computing in the face of the coronavirus pandemic, server sales are now consistently at the levels we saw way back in the Dot-Com Boom more than twenty years ago. …
The IT industry is all about evolution, building on what’s been done in the past to address the demands of the future. …
Call them integrated systems, or platforms, or engineered systems. Call them what you will, but they have become a sizeable – but nowhere near dominant – part of the systems market. …
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