Super Micro Computer Inc. plans to expand its server production capacity in the United States, focusing on sites in Texas and Mississippi. The company’s CEO, Charles Liang, cited rising costs in Silicon Valley and increasing global demand for artificial intelligence (AI) servers as key factors driving the expansion. This move aligns with broader industry trends as AI server sales experience rapid growth. Meanwhile, Quanta, a major AI server manufacturer, reported triple-digit growth in AI server sales for the year and indicated that its production capacity is fully utilized. Quanta’s GB200 servers began shipping in March, with GB300 shipments expected to start in September and mass production slated for the fourth quarter. The expansion efforts by Super Micro and the production ramp-up by Quanta reflect the accelerating demand for AI infrastructure in the U.S. and globally.