TSS
TSSI · NASDAQ · Technology
$8.46
$0.16 (-1.86%) today
Market Cap
$266.39M
24h Volume
$4.6M
P/E Ratio
18.2
52w High
$20.42
52w Low
$6.92
Est. AI Revenue
80%
7-Day Sparkline (Static)
Company facts
Performance
About TSS
TSS, Inc. is a systems integrator for AI and enterprise computing. It takes servers, networking, and cooling components and assembles, cables, tests, and configures them into finished racks ready to roll into a data center. It earns revenue from integration services, procurement, and facilities work.
Its growth engine is AI rack integration, including direct liquid cooled systems that high density GPU racks increasingly require. TSS serves as a preferred rack integration partner for Dell, and the vast majority of its work flows through that relationship, so its volumes rise and fall with Dell's AI server shipments.
Incorporated in 2004 and formerly known as Fortress International Group, the company took the TSS name in 2013. It is headquartered in Georgetown, Texas, where a new facility roughly doubles its integration capacity, employs about 286 people, and trades on the NASDAQ.
TSS in the AI buildout
TSS occupies a narrow but essential slot in the EMS & Manufacturing layer: the integration step between server manufacturing and data center deployment. AI racks are heavy, dense, and increasingly liquid cooled, and someone has to assemble, cable, and test them before they ship. TSS does that work at scale for Dell's AI server business, making it one of the most direct small cap plays on AI server shipment volumes in the buildout.
TSSI is tracked in EMS & Manufacturing and Data Centers & Hardware, rated Core on the AI Exposure leaderboard.
By the numbers
52-week range
TSSI trades at $8.46, 11% of the way up its 52-week range of $6.92 to $20.42.
Market cap
Market capitalization is $266.39M, with an AI Exposure Score of 88 out of 100.
Valuation vs peers
Its P/E ratio of 18.2 is below the EMS & Manufacturing category median of 37.5.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does TSS, Inc. do?
TSS integrates computing racks. It assembles servers, networking, power, and cooling into tested, deployment ready racks for data centers, with AI systems now the bulk of the work. It also provides procurement services and facilities support for mission critical sites.
How is TSS, Inc. exposed to AI?
AI rack integration, including direct liquid cooled systems, is now the core of TSS's business, with volumes tracking Dell's AI server shipments. Supercycle rates it Core with an AI Exposure Score of 88 out of 100, just under Pure Play.
What is the biggest risk to the TSS story?
Customer concentration. Nearly all of TSS's revenue flows through its relationship with Dell, so the thesis depends on Dell's AI server volumes and on Dell continuing to use TSS as its rack integration partner rather than bringing the work in house.
Who leads TSS, Inc.?
Darryll E. Dewan serves as CEO of TSS. The company is headquartered in Georgetown, Texas, where its new facility roughly doubles integration capacity, and it employs about 286 people, a small team for the rack volumes it handles.
Is TSSI a pure play AI stock?
Nearly. Supercycle scores TSS 88 out of 100, at the top of the Core tier. AI rack integration is effectively the whole business today, but the score is held under Pure Play because of its dependence on a single customer relationship.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
Related reading
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.