Melissa [indiscernible]'s questions to Benchmark Electronics Inc (BHE) leadership • Q4 2024
Question
Melissa [indiscernible] asked for an update on Benchmark's opportunities to benefit from the broader AI market spend, beyond its traditional focus on high-performance supercomputing.
Answer
CEO Jeff Benck explained that Benchmark sees opportunities to apply its expertise in complex systems, such as water-cooled infrastructure from its supercomputing work, to the AI systems market. He noted that as AI complexity increases and domestic manufacturing is prioritized, Benchmark's infrastructure is well-positioned. Benck also stated that Benchmark participates in the AI trend indirectly by supplying equipment to semi-cap customers who build the chips that power AI, which drives demand in their Precision Technology business.