"Tale of Two Servers: TSSI & SMCI - The AI Infrastructure Play"
Thoughts 17Feb2025
Intro:
When you think of AI infrastructure plays, everyone jumps straight to NVIDIA NVDA 0.00%↑. But there's a whole ecosystem of companies building the foundation that makes AI possible. Today we're going to dive into two companies that are quite literally building the backbone of AI - the server racks that house all those precious GPUs. Let's explore TSSI 0.00%↑ and SMCI 0.00%↑, their similarities, differences, and most importantly - where TSSI could go if it follows the SMCI playbook.
Here's what we'll cover:
Stargate AI Project / Growth Metrics / Correlation Analysis / Market Potential / Technical Analysis
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