Bhattacharya said Super Micro is well-positioned with smaller cloud service providers that are expanding globally amid strong demand.
SMCI YTD mountain Super Micro, year to date Taiwan Semiconductor also stands to gain from Nvidia's report, according to Bank of America analyst Brad Lin.
Nvidia's strong forward guidance is a particularly good sign, Bank of America argued.
Citigroup analyst Laura Chen told clients to expect "strong momentum to continue" at Taiwan Semiconductor following Nvidia's latest financial results.
For the former, he listed Astera Labs , Credo Technology , Marvell Technology , Macom Technology Solutions and Monolithic Power Systems as likely winners given their high exposure.
Persons:
Ruplu Bhattacharya, Bhattacharya, Supermicro, It's, FactSet, Brad Lin, Lin, Laura Chen, Dell, Asiya Merchant, Merchant, Tore Svanberg, Svanberg
Organizations:
Nvidia, Computer, Bank of America, Taiwan Semiconductor, Citigroup, Taiwan Semiconductor's, Citi, Dell, DELL, Technology, Marvell Technology, Macom Technology Solutions, Systems, Semiconductors, ON Semiconductor, Ambarella, Texas, Devices, Power Systems
Locations:
Taiwan, Taiwan Semiconductor's U.S