SMCI I’m happy that SMCI was mentioned and liquid cooling was specifically mentioned when with the question about heat issues and cooling. The man mentioned air, heat sinks and liquid cooling. Leaving it up to the investor to figure it out. Sounds like from the call that the AI models are getting more complicated and training additional AI modules will require the latest chips more computations since now they are getting AI reaction. From my understanding the models were one way now it’s becoming two way (AI thinking) I don’t know what to think about that though!
SMCI On the Nvidia call, SMCI was only mentioned in a long list of other partners. SMCI was not individually singled out from what I heard. Cooling was asked about but it was not directly answered nor SMCI specifically mentioned. The general answer was "we are full steam ahead and project more sales the previously anticipated."
SMCI But was there a specific question about NVIDIA's take on SMCI? If not, I am surprised. I thought someone would ask this as it could impact NVIDIA.
NVDA ROFL - SMCI now up 5%. Only in this crazy market will a company that had fraudulent accounting (or whatever their issue was) gain on another companies earnings beat - especially one that has such huge market share. Lol!!!