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.
超级微电脑公司（纳斯达克股票代码：SMCI）周一参加了第52届摩根大通全球TMC年度会议，首席财务官戴维·韦根德在会上分享了对公司增长轨迹和未来前景的见解。首席财务官分析师萨米克·查特吉重点介绍了他们讨论的关键要点。
Investment Cycle in AI
人工智能的投资周期
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认为，人工智能的投资周期才刚刚开始，并驳斥了人们对泡沫的担忧。该公司看到了巨大的增长潜力，尤其是在对人工智能基础设施的投资扩展到美国以外的情况下。SMCI强调了加速计算在药物分析和天气预报等各个领域的好处，这表明需求持续存在。
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另请阅读：推动标准普尔500指数第一季度涨幅的5只人工智能股票
Partnerships And Expansion
伙伴关系和扩张
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已与英伟达公司（纳斯达克股票代码：NVDA）以外的一系列合作伙伴合作，但包括英特尔公司（纳斯达克股票代码：INTC）和Advanced Micro Devices（纳斯达克股票代码：AMD），将最新技术整合到其服务器中。分析师写道，这些合作伙伴关系应有助于SMCI实现强大的产品渠道以及定价和销量的上涨空间。
Also Read: This AI Stock Is Up 254% Year-To-Date — And It's Not Nvidia
另请阅读：这只人工智能股票今年迄今已上涨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准备大幅扩大其机架容量，其分配的40％专用于液体冷却。该公司的目标是到2024年6月底达到每月5,000个机架的产能，其中每月有2,000个机架采用液体冷却。查特吉指出，该公司打算将自己定位为液冷机架的早期采用者和批量供应商。
Leveraging S&P 500 Inclusion To Raise Capital Via Debt
利用标普500指数的包容性通过债务筹集资金
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正在考虑将无抵押债务作为未来筹资的选择。由于对人工智能服务器的强劲需求以及对GPU等关键组件的交货期的延长，SMCI历来使用股票和可转换债券来预购库存。
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，由于SMCI最近被纳入标准普尔500指数，其概况与投资级公司类似，因此SMCI将无抵押债务视为未来筹集资金的可行选择。
Investors are advised to monitor SMCI's progress closely as it executes its expansion plans and capitalizes on emerging opportunities in the AI space.
建议投资者密切关注SMCI在执行扩张计划和利用人工智能领域新兴机会时的进展。
Photo: Shutterstock
照片：Shutterstock
译文内容由第三方软件翻译。