Supermicro is heading toward an Nvidia-like second half — but is it sustainable?

Super Micro Computer Inc., riding high on its ability to sell servers loaded with many of Nvidia’s chips, is now seeing growth rates similar to the chip giant, prompting investors to question how long this AI boom can last.The question is even more applicable to Supermicro SMCI, +4.54% than Nvidia because, by definition, the computer and server maker is in a commoditized business. Nvidia NVDA, +2.35% designs its own proprietary graphics processor chips that are in huge demand for AI applications, while serv ...