Matt Miller
speaker
2,275 appearances
66 recordings
6 series
first heard Oct 2024
last heard 10 Sep
Matt Miller’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 63 in all, peaking in Aug 2026 with 17.
Appearances
In terms of, it's not a chip maker, obviously, Supermicro.
What is the main product for this?
Is it server racks?
Yeah, exactly.
So AI servers, another company, Dell is also involved here, Hewlett Packard Enterprise.
Not many companies operate in this, but it is a key part of AI related infrastructure, which is why the company for a really long time was doing quite well.
It was seeing pretty dramatic growth.
It is one of NVIDIA's major customers.
And we saw the stock sort of react to that.
I think at one point it was the biggest ever component of a small cap index before it was finally moved into the S&P 500, just as a reflection of how quickly the company was growing and how much the stock was rising.
Now, all of this is really coming under question right now.
So while there is still a lot of optimism about the long-term story of AI infrastructure, here you have a company that has a lot of really unique challenges and risks associated with it, especially
especially relative to more familiar companies like Dell or HPE.
All right, Ryan, great to get your coverage.
Ryan Vlastelica covers tech companies for us out of the middle of America.
Coming up, CoreWeave shares are rising this morning as the NeoCloud company raises an $8.5 billion loan to help fuel its complete build-out.
We'll have details on the NeoCloud operator next.
This is Bloomberg Tech.
Let's take a look at Snap.
Why don't we?
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