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Nasdaq announcing the addition of Super Micro Computer to the Nasdaq 100 starting next week. Stock having a meteoric rise this year, it's up more than 200% year to date, even outperforming Nvidia. And joining us now to talk about all this is Super Micro Computer CEO, Charles Liang. Charles, it is good to see you. So let's, let's start with that news, Charles. You are joining the Nasdaq 100 starting July 22nd. Walk us through, Charles, just what this means as a milestone for you, the company, your employees.

Yeah, thank you, Josh. It has been a great honor and we are very happy to be listed in Nasdaq top 100 company. Uh, that also mean the industry recognize our green computing, our time to market with new technology and especially our liquid cooling recently. That really have customer reduce their energy cost, reduce carbon footprint and make their data center available online earlier because of less power consumption. So, it's a great honor and we are very happy to continue uh, grow our company in green computing, in optimized data center uh, for AI.

And Charles, um, typically when a company is added to one of the indexes, we do see a little more upside as various ETFs and index funds add the stock. With your stock already up so much, what is the revenue and earnings growth that you are predicting? And has the stock gotten a little ahead of itself with the huge gains that it's seen?

Yes, thank you for the question. Last two years we have been growing a lot, indeed, the last year more than double. And I believe the strong growth will continue because AI boom is just beginning. And people like our energy saving, like our building block solution for specific application optimized solution. So, we are very happy for that and, uh, company continue to, uh, accelerate our production capacity. Even in Silicon Valley, we just added four more new building recently. Uh, the demand is strong and we are preparing to service the market, uh, quicker and better.

Charles, you know, um, your stock has enjoyed just a remarkable run, but you do have competition, right? Um, Dell, HPE, other server makers. These are big names. What is your competitive advantage, Charles?

Our advantage including technology time to market. When our partner, vendor partner have a new chip, new architecture available, usually we are able to bring the optimized system to our customer earlier. And not just earlier, but with energy saving, with, uh, best optimization for performance, for easy maintenance. And we have customer on-site deployment, make the job easier for our customer. So that they can bring new technology to online quicker, as quick as they want. So, uh, also our production in Silicon Valley, that have been another advantage. Uh, customer work with us in our factory and validate, uh, optimize everything, uh, we make it right scale, uh, plug and play. So, when we ship rack to customer side, customer can go for online in a few day. So, they are ready to be online in few day. So, that's some of our advantage compare with others.

I'm curious not just about competition for customers, but competition for the building blocks for, uh, your servers and your products. I'm talking about the chips, of course. Now, I know that you all have partnered with Nvidia as sort of the building blocks for your servers, but are you getting the supply that you need to meet the demand that is out there right now? Because there's a lot of competition not just for customers, but for the chips to build what you guys build.

Yeah, we are very lucky. Indeed, since day one, I found the company 1993. We design our product, build our product based on building block solution. And after 31 years, refining, redesign, improving, uh, indeed, it surprised myself. Our building block solution have been a very powerful tool that help us design, manufacture new product come to market quicker and also with better quality, better cost structure, uh, able to leverage inventory more efficiently, easy to support customer on-site. So, um, it's amazing architecture and since day one, 31 years ago, again, I did not know the building block solution can be that powerful. So, we are very lucky. Uh, we have a good architecture and good partner to work together.

You know, a broader question for you, Charles. Some argue that, they think about AI right now and they, they argue we're really at this kind of historic moment. You know, you've heard Nvidia's Jensen Huang talk about this that, you know, Jensen will say, you know, the next industrial revolution has begun. That's how he describes it. Do you see it that way, Charles?

Uh, yes, Jensen is a, like a genius, right? He has been, have a very good vision and we work with them very closely. Uh, so we believe, uh, we both believe the AI boom is just beginning and AI will continue to bring a lot of advantage to, uh, human being, the society. Make things more precise, more perfect, more efficient, uh, even more power saving, right? So, improve people's life quality and improve people's, uh, education system, culture, I mean in lots of area. So, we are very happy to, uh, work with the industry leader, continue to deliver the, uh, fully, uh, optimized solution to, to the market.

Charles, thank you so much for joining the show today. We appreciate your time.

Thank you, Josh and Julie. Thank you.