The CMoney research team believes that AI will become the main economic driver in the next ten years, but it does not mean that the AI industry will necessarily develop in the current expected direction.。Therefore, despite the impressive performance of ultra-microcomputers (SMICs), investors need to be aware that current valuations may already reflect future trends。

According to news sources, data center infrastructure specialist Ultra Microcomputer shares surged on Friday, with the company's management raising higher expectations for its quarterly results through December, mainly due to a surge in AI demand.。According to Reuters, the supercomputer expects its net sales in the second quarter of fiscal 2024 to reach 3.6 billion to 36.$500 million, well above market forecasts of $2.7 billion to $2.9 billion。In addition, the Company raised its adjusted profit forecast to 5 per share..40 to 5.50美元。

This new forecast is not only much higher than Wall Street's 4 per share..$51 view, and drove demand for shares of supercomputers, mainly driven by the industry as a whole for artificial intelligence (AI) servers.。Of particular note, TSMC also outperformed expectations, showing strong support for AI demand.。TSMC's leadership team is optimistic about AI demand and expects revenue to grow 20% this year。

Although economic doubts remain, supercomputer stocks have performed well in the AI wave。The company's liquid cooling solutions address the increased need for data centers to handle more generating AI applications。Analysts currently rate the ultra-microcomputer stock as a buy, but the average price target now represents about 12% downside risk due to Friday's sharp rally。