Key Takeaways NBIS expanded contracted power from 2 GW to 3.5 GW in three months; targets 4 GW this year.SMCI cites record backlog and is pushing liquid cooling plus full AI data center solutions beyond servers.SMCI fiscal Q3 revenue rose 123% to $10.2B; shortages and an ongoing China diversion probe add pressure.The AI infrastructure market is expanding rapidly as enterprises, hyperscalers and AI-native companies race to secure computing power, cloud capacity and advanced data center solutions. In this env ...