The Future of Data Centers

These are companies that will benefit from the optimization that is going to happen as the world adopts to AI. None of them have received the attention that NVIDIA has had, so now I think you're going to see investors broaden out and look to see some of these hyped up companies. Jordan: Why don't we start with what I think is the best of the four? Sue Likrokik-Kutors Inc. (SMCI) – a data center upgrade plays. Super Micro (SMCI) – they provide equipment to data centers.