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Is Super Micro Computer, Inc. (SMCI) Among the 7 Cheapest AI Data Center Stocks to Buy Now?
Yahoo Finance· 2026-03-31 15:45
Core Viewpoint - Super Micro Computer, Inc. (NASDAQ:SMCI) is currently facing significant challenges due to the arrest of a board member related to Nvidia chip smuggling, leading to a sharp decline in its stock price despite not being a defendant in the case [1][2]. Group 1: Company Overview - Super Micro Computer, Inc. specializes in server and storage solutions based on modular and open-standard architecture, operating across Europe, the United States, Asia, and internationally [3]. - The company offers a variety of products including liquid and air-cooled AI servers, SuperStorage systems, and various blade and multi-node systems [3]. Group 2: Market Reaction and Financial Outlook - Following the arrest of co-founder Yih-Shyan "Wally" Liaw, the company's shares dropped by approximately one-third, reflecting investor concerns [1]. - As of March 24, 2026, the stock is down 28.20% year-to-date, indicating ongoing investor apprehension regarding the company's reliance on Nvidia GPU allocations for its AI server business [2]. - Bernstein Research analysts highlighted that losing access to Nvidia chips would significantly disrupt operations, emphasizing the company's dependence on these components [2].