Super Micro Computer vs Digital Realty
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.
About
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 data center REIT with 300+ facilities in 25+ countries; AI infrastructure surge driving record hyperscaler demand; power availability is key competitive moat; $5.5B FY2024 revenue.
About
Digital Realty Trust is one of the world's largest data center real estate investment trusts (REITs), founded in 2004 and headquartered in San Francisco, California, trading on NYSE (DLR). The company owns, operates, and develops data centers across 50+ metropolitan markets in 25+ countries, managing over 300 facilities and more than 35 million rentable square feet of critical digital infrastructure. For FY2024, Digital Realty generated approximately $5.5 billion in revenues under CEO Andy Power, who succeeded Bill Stein in 2023, with the company experiencing its strongest demand environment in history driven by hyperscaler and AI infrastructure buildouts from Microsoft, Meta, Google, Amazon, and major cloud and enterprise customers requiring massive compute capacity for AI training and inference workloads.
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