币界网报道：Super Micro Computer (SMCI) is aggressively expanding its AI-driven growth strategy, capitalizing on the booming demand for AI infrastructure. The company, known for its high-performance servers and storage solutions, recently reported a 103% year-over-year revenue surge to $3.66 billion in Q2 2024, with net income skyrocketing 68% to $296 million. SMCI's CEO Charles Liang attributes this success to strong demand for AI-optimized servers, particularly from major cloud providers and enterprises deploying generative AI applications. The firm has raised its full-year revenue forecast to $14.5 billion, up from $10.5 billion, reflecting confidence in sustained AI market growth. Analysts note SMCI's competitive edge in liquid-cooled server solutions and rapid product deployment capabilities, though some caution about potential supply chain risks and increasing competition from larger rivals like Dell and Hewlett Packard Enterprise. The stock has gained over 700% in the past year, prompting debates about its valuation amid the AI frenzy.