Side-by-side comparison of AI visibility scores, market position, and capabilities
Super Micro Computer (SMCI) reported $14.9B revenue in FY2024 (ended Jun), up 110% YoY. AI server revenue surging. Market cap ~$30B. 7,200+ employees. San Jose, CA. Liquid-cooled GPU server racks for AI training.
Super Micro Computer (Supermicro) is a leading provider of high-performance server and storage solutions optimized for AI workloads. The company designs and manufactures complete server systems, including GPU-dense configurations for AI training and inference with NVIDIA H100/H200 GPUs.
Global network platform securing 20% of internet traffic; $1.6B revenue growing 28%, expanding into AI inference infrastructure at 300+ edge locations.
Cloudflare is a global cloud platform providing web performance, security, and network services to millions of websites and applications worldwide. Founded in 2009 by Matthew Prince and Michelle Zatlyn and headquartered in San Francisco, Cloudflare started as a DDoS protection and CDN service and has evolved into one of the most comprehensive network infrastructure platforms, serving as the connectivity layer for nearly 20% of all internet traffic. The company went public in September 2019 at a valuation around $4.5 billion.
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