NVIDIA dominates AI GPU market, expects 65% growth, while Super Micro faces challenges.

From Zacks Investment Research: 2025-05-20 10:26:00

The AI revolution has sparked a hardware race, with NVIDIA Corporation and Super Micro Computer, Inc. leading the charge. NVIDIA dominates the AI GPU market, while Super Micro designs NVIDIA chip-optimized servers. NVIDIA’s revenue from data centers surged 93% year over year, and it expects a growth of more than 65% in the first quarter of fiscal 2026. Despite export restrictions on H20 chips, NVIDIA remains on a high-growth trajectory. Super Micro’s growth is driven by AI workloads, but it faces near-term challenges like delayed purchasing decisions and margin contraction. NVIDIA is the stronger AI hardware investment option currently, with a Zacks Rank #3 compared to SMCI’s Zacks Rank #4.



Read more at Zacks Investment Research: NVIDIA vs. Super Micro: Which AI Hardware Stock Should You Bet On? – May 20, 2025