Smci stock forecast 2030 supply-demand simulations show SMCI

Supply-demand simulations show SMCI stock forecast 2030 valuation could spike during peak AI model deployment cycles, adding cyclical boosts to yearly earnings per share figures. In exploring investment opportunities for this article, we also examined some smaller private operators with intriguing business models, capitalizing on the growing demand for digital infrastructure. One such company is LightEdge, which operates 14 data center locations across the U.S. with a capacity of 30 MW. They offer customized solutions and services, including colocation, hybrid and edge cloud, and managed services. Another notable player is Vantage Data Centers, a private operator owned by DigitalBridge and other investors. Vantage operates in 21 markets worldwide, boasting 23 million square feet of space and 2.6 GW of power. Due to broader market volatility, both stocks have declined in the past year. Shares of SMCI and HPE have lost 51.3% and 1.5%, respectively, in the past year. Analysts project SMCI stock forecast 2030 to reflect continued growth in the high-performance server market, driven by AI data center expansion. If revenue compounds at 12–15% annually, SMCI could surpass a market cap of $40B by 2030, assuming margins hold above 9%.