Super Micro’s AI Surge Explained

Super Micro just got a huge boost after the U.S. paused new tech restrictions on China — a move tied to upcoming trade talks and a potential Trump-Xi Jinping meeting. The result? Super Micro’s stock is flying, up over 90% this year. They’re now partnering with DigiPower X to power thousands of Nvidia GPUs for AI workloads. But with federal scrutiny, a resigned auditor, and tariff concerns, the big question remains: is this the start of an AI boom — or a bubble ready to burst?