35 AI Superstars According to Goldman Sachs

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27. Super Micro Computer, Inc. (NASDAQ:SMCI)

Number of Hedge Fund Holders: 47 

Super Micro Computer, Inc. (NASDAQ:SMCI) develops and manufactures high performance server and storage solutions based on modular and open architecture. The company offers a wide range of AI products, including comprehensive server and storage solutions, modular blade servers, workstations, full racks, networking equipment, server subsystems, and specialized software for server management and security. In Q4 2024, the firm reported record-breaking revenue of over $5.3 billion, marking a 143% year-on-year increase and surpassing the total revenue of 2022. A standout product is its AI SuperClusters, an advanced network of interconnected computing resources designed specifically for AI workloads.

Charles Liang, the CEO of Super Micro Computer, Inc. (NASDAQ:SMCI), highlighted during the fourth quarter earnings call that AI SuperClusters were helping the company build a prominent profile among hyperscalers. Liang revealed that his company was using the latest DLC liquid cooling technology in these clusters, helping customers reduce deployment times.

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