SMCI vs. META: Which AI Infrastructure Stock Has an Edge Now?

Key Takeaways META is ramping AI infrastructure with heavy capex, custom chips and large clusters to support its apps.SMCI's rack-scale systems and modular DCBBS are seeing demand as AI data centers scale capacity worldwide.SMCI's rapid expansion has lifted inventory and cash cycle days, driving negative free cash flow in FY26.Super Micro Computer (SMCI) and Meta Platforms (META) are two prominent AI enablers, playing slightly different roles in the AI infrastructure supply chain. While SMCI positions itsel ...