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Barchart
Barchart
Sushree Mohanty

SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity

CoreWeave SMCI

AI infrastructure is becoming a massive business as companies race to build the computing capacity needed to train and run AI. Supermicro Computer (SMCI) and Coreweave (CRWV) are two key players in the AI infrastructure boom. SMCI supplies the servers, cooling, networking, and other equipment behind those data centers, while CoreWeave operates GPU-powered cloud infrastructure that customers use to run AI workloads.

In other words, SMCI makes the infrastructure while CoreWeave operates it. The question now is which business model has more room to grow as AI demand explodes.

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