20 Best Data Center Stocks to Buy According to Billionaires

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14. Super Micro Computer Inc. (NASDAQ:SMCI)

Number of Billionaire Investors: 13

Billionaire Holdings: $507 million

Number of Hedge Fund Holders: 45

Super Micro Computer Inc. (NASDAQ:SMCI) provides application-optimized high performance and high-efficiency server and storage systems for a variety of markets including the cloud service provider market, the enterprise market, the OEM appliance and large data center market, and the emerging 5G/Telco/Edge/IOT market.

Super Micro Computer Inc. (NASDAQ:SMCI)’s share price has been quite volatile in 2024 and 2025 as it faced risks of delisting. The company has finally filed its 10-K report and other financial with the NASDAQ and has received confirmation that it is now in compliance with the listing rules. However, some investors are still on the sidelines as risk over internal controls still overshadows the strength of the overall business.

On March 10, Rosenblatt analyst Kevin Cassidy resumed coverage of Super Micro Computer Inc. (NASDAQ:SMCI) with a Buy rating and a price target of $60. The analyst highlighted the company’s leadership in AI-driven server systems across the cloud, enterprise, and telecom sectors, noting that AI-related sales now make up nearly 70% of total revenue and continue to grow rapidly. Cassidy sees Super Micro’s expertise in large-scale liquid cooling as a key differentiator, as traditional deployments face cost, complexity, and reliability challenges. The analyst emphasized that Super Micro Computer Inc. (NASDAQ:SMCI)’s liquid cooling solutions double rack compute power, making them a game-changer for power-constrained data centers.

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