Super Micro Computer Inc at JPMorgan Global Technology, Media and Communications Conference Transcript
Good afternoon, everyone. Welcome. I'm Samik Chatterjee. I cover the hardware and networking companies at JPMorgan. For the next fireside chat, I have the pleasure of hosting Supermicro. And from Supermicro, Michael Staiger, who's the Senior Vice President of Corporate Development.
Michael, thanks for being here at the conference. Thank you for your time.
Questions & Answers
Maybe let's start with a broader question. Supermicro, initially, to investors was known as a server vendor. With the advent of AI, the company moved into being a rack vendor. You now do full liquid cooling integration. You've now rolled out plans to do DCBBS, which is your data center building block solutions, which includes compute rack switching, et cetera. So a broad range of capabilities, and that's expanded over time.
Highlight to us and maybe talk flesh out a bit more how you're thinking about the addressable market and expanding those. What's the
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