SMCI To Use S&P 500 Status To Raise Funds, Predicts AI Breakthroughs In Medicine, Weather Forecasting
SMCI To Use S&P 500 Status To Raise Funds, Predicts AI Breakthroughs In Medicine, Weather Forecasting
Super Micro Computer Inc (NASDAQ:SMCI) participated in the 52nd Annual JPMorgan Global TMC Conference on Monday, where CFO David Weigand shared insights into the company's growth trajectory and future prospects. Analyst Samik Chatterjee, CFA, highlighted key takeaways from their discussion.
超級微電腦公司（納斯達克股票代碼：SMCI）週一參加了第52屆摩根大通全球TMC年度會議，首席財務官戴維·韋根德在會上分享了對公司增長軌跡和未來前景的見解。首席財務官分析師薩米克·查特吉重點介紹了他們討論的關鍵要點。
Investment Cycle in AI
人工智能的投資週期
SMCI believes that the investment cycle in AI is just beginning and refutes concerns of a bubble. The company sees significant growth potential, especially as investments in AI infrastructure expand beyond the US. SMCI emphasized the benefits of accelerated computing in various sectors, such as drug analytics and weather forecasting, indicating sustained demand.
SMCI認爲，人工智能的投資週期才剛剛開始，並駁斥了人們對泡沫的擔憂。該公司看到了巨大的增長潛力，尤其是在對人工智能基礎設施的投資擴展到美國以外的情況下。SMCI強調了加速計算在藥物分析和天氣預報等各個領域的好處，這表明需求持續存在。
Also Read: 5 AI Stocks That Drove S&P 500's Q1 Gains
另請閱讀：推動標準普爾500指數第一季度漲幅的5只人工智能股票
Partnerships And Expansion
夥伴關係和擴張
SMCI has collaborated with a range of partners, beyond Nvidia Corp (NASDAQ:NVDA), but including Intel Corp (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD), to incorporate the latest technologies into its servers. These partnerships should help SMCI achieve a strong pipeline of products and upside in both pricing and volumes, the analyst writes.
SMCI已與英偉達公司（納斯達克股票代碼：NVDA）以外的一系列合作伙伴合作，但包括英特爾公司（納斯達克股票代碼：INTC）和Advanced Micro Devices（納斯達克股票代碼：AMD），將最新技術整合到其服務器中。分析師寫道，這些合作伙伴關係應有助於SMCI實現強大的產品渠道以及定價和銷量的上漲空間。
Also Read: This AI Stock Is Up 254% Year-To-Date — And It's Not Nvidia
另請閱讀：這隻人工智能股票今年迄今已上漲254％——而且不是Nvidia
SMCI is poised to significantly expand its rack capacity, with 40% of its allocation dedicated to liquid cooling. By the end of June 2024, the company aims to reach a capacity of 5,000 racks per month, with 2,000 racks per month being liquid-cooled. The company intends to position itself as an early adopter and volume provider of liquid-cooled racks, Chatterjee notes.
SMCI準備大幅擴大其機架容量，其分配的40％專用於液體冷卻。該公司的目標是到2024年6月底達到每月5,000個機架的產能，其中每月有2,000個機架採用液體冷卻。查特吉指出，該公司打算將自己定位爲液冷機架的早期採用者和批量供應商。
Leveraging S&P 500 Inclusion To Raise Capital Via Debt
利用標普500指數的包容性通過債務籌集資金
SMCI is considering unsecured debt as an option for future capital raises. With strong demand for AI servers and extended lead times for critical components like GPUs, SMCI has historically used equity and convertible bonds to pre-buy inventory.
SMCI正在考慮將無抵押債務作爲未來籌資的選擇。由於對人工智能服務器的強勁需求以及對GPU等關鍵組件的交貨期的延長，SMCI歷來使用股票和可轉換債券來預購庫存。
However, with its recent inclusion in the S&P 500 and a profile similar to an investment-grade company, SMCI sees unsecured debt as a viable option for raising funds in the future.
但是，由於SMCI最近被納入標準普爾500指數，其概況與投資級公司類似，因此SMCI將無抵押債務視爲未來籌集資金的可行選擇。
Investors are advised to monitor SMCI's progress closely as it executes its expansion plans and capitalizes on emerging opportunities in the AI space.
建議投資者密切關注SMCI在執行擴張計劃和利用人工智能領域新興機會時的進展。
Photo: Shutterstock
照片：Shutterstock
譯文內容由第三人軟體翻譯。