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Supermicro isn't an "AI company", it's a Taiwanese origin x86 server/industrial/embedded hardware manufacturer with roots that go back 30 years.

Unfortunately, in 2026 even shoe companies are "AI companies"

We will never learn our lesson. Humanity just keeps repeating the same mistakes. Remember Long Island Ice Tea / Blockchain?

A sucker is born everyday

One a day? I think we're up to over 4 a second.

Half a decade ago they were all blockchain companies. Before that I don’t remember, what was the buzzword, big data?

Extremely briefly: metaverse. But yeah before that big data and SaaS had quite a run.

"Cloud" for a bit too

Some things will never change