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Super Micro: The Unsung Engine Powering America's AI Factories

Group 1 - Super Micro Computer's share price has cooled after an early-2025 melt-up, but the fundamentals of the company have strengthened [1] - In the March quarter, Super Micro Computer booked $4.60 billion [1] Group 2 - The company is involved in the specialist server market, which is experiencing growth due to increasing demand for AI and machine learning applications [1]