Super Micro Computer designs and manufactures high-performance servers and storage systems used in data centers, with particular strength in servers optimized for artificial intelligence and high-performance computing workloads. Its modular, customizable server designs let data center customers configure systems specifically for their computing needs, an approach that has proven especially valuable as AI computing workloads demand specialized server configurations built around graphics processing units. Super Micro's growth has been closely tied to the broader boom in data center spending on AI infrastructure, since companies building out AI computing capacity need large volumes of specialized servers to house the chips that actually perform AI computations. The company's revenue and profitability are sensitive to data center capital spending cycles and the pace of AI infrastructure buildout, along with competition from larger, more established server manufacturers also competing for the same AI infrastructure spending.