Super Micro Computer, Inc. - Common Stock (SMCI)

HPE's Q2 revenue surged 40% to $10.7 billion with a record $5.9 billion AI backlog, while Super Micro pivots to edge computing to defend its market position.

Investor enthusiasm soared after an early May announcement and sustained throughout the month.

The AI infrastructure provider is getting back to growth.

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Super Micro stock costs a fraction of what investors pay for HPE, and less than half the cost of Dell stock.

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At COMPUTEX, global industry giants unveil and launch innovative new products in artificial intelligence (AI) and computing, robotics and mobility, and next-generation technology.

Investors are betting that Supermicro's AI growth story still has plenty of room to run.

Verda gives Super Micro a fresh European AI cloud win at a time when customers are looking for dense, liquid-cooled systems, and regulators are watching advanced server shipments more closely.

Great news for Dell could be pretty good news for Super Micro stock, too.