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Quick guide
Nvidia’s strong performance in the first half of the year, with a stock price increase of about 150%, solidifies its dominant position in the AI chip market with an 80% share. Despite Nvidia’s success, another company surpassed it in the first half with a 188% stock price surge, operating in the AI field and benefiting from the growth of Nvidia and other chip manufacturers. The focus now shifts to whether this emerging competitor can sustain its growth and excel in the market. Additionally, Super Micro Computer Inc. (SMCI) has shown remarkable growth in providing servers and workstations for AI data centers, surpassing Nvidia’s performance recently with significant revenue and profit increases. Collaborating with major chip designers like Nvidia and Intel, SMCI’s rapid growth has exceeded the industry average by five times in the past year.
Nvidia's dominance and growth
Nvidia (NASDAQ:NVDA) has been a strong performer, with its stock price up about 150% in the first half of the year and having experienced phenomenal growth of 1,300% over the past five years. The company has a significant 80% share of the artificial intelligence (AI) chip market and offers a variety of products and services to companies embarking on AI projects. This resulted in triple-digit quarterly profit growth, cementing its position in the market.
Emerging competition and potential
Despite Nvidia's outstanding, another company overtook the chipmaker in the first half of the year, with its share price skyrocketing 188%. The competitor also operates within the AI space and has seen revenue growth, benefiting from growth from Nvidia and other chipmakers. Now the question is: Can this stock, which overtook Nvidia and the market in the first half of the year, replicate its success in the second half of the year? This has sparked curiosity about whether this emerging competitor can continue to grow and outperform in the market.
The growth trajectory of ultra-microcomputers
The star performer who has recently surpassed Nvidia is Supermicro Computer (NASDAQ: SMCI), a company that has been in the market for more than three decades. Supermicro Computer focuses on providing servers, workstations, and other necessary equipment for AI data centers, and its revenue and net profit have grown significantly with the advent of the AI boom. The company's partnerships with major chip designers like Nvidia and Intel to align its product development with their innovations have fueled its rapid growth, which has exceeded the industry average by five times over the past year.