Pigpen
04-30

No the industry will be under severe pressure for the foreseeable future. No magic bullets here. 

SMCI Joins Saudi AI Party! Chase or Sell at $50?
SMCI jumps 15% in premarket trading on Wednesday after the company announced a multi-year, $20 billion partnership with Saudi data center firm DataVolt. The agreement will see Supermicro deliver high-density GPU platforms and rack-scale liquid cooling systems to power DataVolt’s hyperscale AI campuses in Saudi Arabia and the United States. The deal is aimed at accelerating the adoption of sustainable, large-scale computing infrastructure.
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