Riding The Choppy AI Datacenter Waves With Supermicro
TheNextPlatform, Monday, November 10th, 2025
There are somewhere on the order of 50,000 reasonably large companies, academic centers, and governments in the world that the enterprise IT market is like the ocean on a calm day in the doldrums. While there may be lots of little whirlpools and a bunch of choppiness, it is all below the surface and is averaged out.
This has never been the case in high performance computing, where the system designs push the limits and there are relatively few customers. They try to get the latest compute, networking, and storage, and that means their individual orders, which are big by comparison to the typical enterprise, tend to bunch up, leading to much bigger up and down spending waves. Even during the GenAI boom, there are cycles.