Ultramicro Computer Stocks Deemed to be Undervalued AI Infrastructure Stock

Ultramicro (SMCI) is emerging as a key player in the AI ​​infrastructure space, leveraging its customized server design and direct customer collaboration to meet growing demand. The company's integration with Nvidia's Blackwell GPUs boosts training speeds by 3 times, while its liquid cooling technology effectively manages the heat in the data center. Although revenue in the fourth quarter of 2025 increased by 8% year-on-year to $5.76 billion, profit margins have declined due to R&D investment. SMCI has an expected P/E ratio of 19 times, which is 30 times lower than the industry median, making it a discount opportunity to enter the AI ​​infrastructure growth field.