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SMCI's Rack-Scale AI Strategy: Is it the Next Growth Engine?
ZACKS· 2025-12-24 16:06
Key Takeaways SMCI plans up to 6,000 racks per month in fiscal 2026, including 3,000 direct liquid cooling racks.SMCI is building rack-level sites worldwide as rack plug-and-play becomes central to its DCBBS strategy.SMCI faces higher costs and lower margins, but rack demand helped nearly triple revenues in two years.Super Micro Computer (SMCI) in its first-quarter fiscal 2026 mentioned that it scaled up to an internal power capacity of 52 megawatts and is on track to scale up its rack capacity to 6,000 rac ...