SMCI's Next AI Bottleneck Isn't Demand—It's Working Capital
Super Micro's record AI backlog suggests demand isn't the issue anymore. In fact, the next challenge may be funding that explosive growth.
Super Micro has tons of orders for AI computers, which is great—but now they need money to buy parts and build them all. When a company grows super fast, it sometimes runs out of cash even though business is good, so watch whether they can get the money they need.
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