Super Micro Computer Inc Stock Price, News & Analysis

Supermicro (NASDAQ: SMCI) has unveiled a new series of servers, GPU-accelerated systems, and storage servers featuring AMD EPYC™ 9005 Series processors and AMD Instinct™ MI325X GPUs. The H14 product line includes Hyper systems, Twin multi-node servers, and AI inferencing GPU systems, available with air or liquid cooling options. These new systems offer significant performance improvements, with up to 192 cores per CPU and 500W TDP.

The H14 family includes systems for AI training and inference workloads, supporting up to 10 GPUs. Supermicro's CEO, Charles Liang, highlighted that H14 servers demonstrate 2.44X faster SPECrate®2017_fp_base performance compared to previous generations, potentially reducing data center footprint by at least two-thirds while adding new AI processing capabilities.

Supermicro (SMCI) has introduced a new 3U server system optimized for AI inferencing at the network edge. The SYS-322GB-NR supports up to 18 GPUs and features dual Intel® Xeon® 6900 series processors with P-cores. This versatile system can accommodate up to 10 double-width GPUs in air-cooled environments, offering 256 cores for edge data centers.

Key features include:

• Up to 20 PCIe 5.0 expansion slots
• 6TB of RDIMM memory
• 14 E1.S or 6 U.2 NVMe drives

The system is designed for applications requiring minimal latency and on-premises LLM-based solutions. Supermicro will showcase this and other AI-optimized systems at MWC Las Vegas, October 8-10, booth #518.

Supermicro (NASDAQ: SMCI) announces a complete liquid cooling solution for data centers, including Coolant Distribution Units (CDUs), cold plates, Coolant Distribution Manifolds (CDMs), cooling towers, and management software. This solution aims to reduce power costs and infrastructure expenses for data centers. Supermicro has already deployed over 100,000 GPUs with liquid cooling for major AI factories and CSPs.

Key benefits include:

• Up to 40% power reduction
• Quadrupled computing density
• Support for servers approaching 12kW of power
• Ability to cool racks generating over 100kW of heat
• Up to 40% energy savings for infrastructure
• 80% space savings

Supermicro's CEO, Charles Liang, emphasizes the company's innovation in delivering full data center plug-and-play rack scale liquid cooling solutions, reducing deployment time to weeks.

Fujitsu and Supermicro, Inc. (NASDAQ: SMCI) have announced a strategic collaboration to develop green AI computing technology and liquid-cooled datacenter solutions. The partnership aims to create a platform using Fujitsu's future Arm-based 'FUJITSU-MONAKA' processor, set for release in 2027. This processor will be designed for high-performance and energy efficiency.

The collaboration will focus on developing liquid-cooled systems for HPC, Gen AI, and next-generation green data centers. Both companies will combine their expertise to offer a market-leading server portfolio, with Supermicro's Building Block approach enabling quick customization for specific workloads. The partnership also extends to Fsas Technologies Inc., a Fujitsu subsidiary, which will provide AI platform-based generative AI solutions globally using Supermicro's GPU server products.

Supermicro has expanded its X14 server portfolio with new max-performance Intel-based systems, creating the industry's broadest range of workload-optimized servers. The new additions include:

1. GPU-optimized platforms for AI, LLMs, and HPC
2. High compute-density multi-nodes like FlexTwin™, SuperBlade®, and GrandTwin®
3. Hyper rackmounts for enterprise and data center scaling

These systems feature Intel Xeon 6900 series processors with P-cores, support for next-gen GPUs, 12 memory channels per CPU, PCIe 5.0, and EDSFF E1.S and E3.S storage. Supermicro also offers in-house liquid cooling solutions and rack-scale integration capabilities.

Super Micro Computer (NASDAQ:SMCI) has received a non-compliance letter from Nasdaq due to a delay in filing its Annual Report on Form 10-K for the period ending June 30, 2024. The Form 10-K was due on August 29, 2024, and the company filed a Form 12b-25 on August 30, 2024. The notification states that SMCI is not in compliance with Nasdaq listing rule 5250(c)(1), which requires timely filing of reports with the SEC.

The notice does not immediately affect the listing or trading of SMCI's common stock on the Nasdaq Global Select Market. SMCI has 60 days from the date of the notice to either file the Form 10-K or submit a compliance plan to Nasdaq. If a plan is submitted and accepted, SMCI could be granted up to 180 days from the Form 10-K's due date to regain compliance. If Nasdaq does not accept the plan, SMCI can appeal the decision to a Nasdaq hearings panel.

Supermicro (NASDAQ: SMCI) has unveiled its new FlexTwin family of systems, designed for high-performance computing (HPC) tasks. These multi-node liquid-cooled servers offer unprecedented compute density, supporting up to 96 dual-processor nodes in a 48U rack. Key features include:

- Support for high-frequency CPUs up to 500W with direct liquid cooling (DLC)
- Multi-vendor CPU support with up to 12 memory channels per CPU
- Front-accessible hot-swap components for easy maintenance
- Enhanced reliability with redundant power supplies and hot-swappable cooling pumps
- Optimized for rack-level liquid cooling solutions

Supermicro offers complete rack-scale integration services, with a global manufacturing capacity of up to 5,000 racks per month, including 1,350 liquid-cooled racks.

Supermicro is previewing new X14 server platforms designed for AI, HPC, and critical enterprise workloads. These systems feature significant upgrades, including support for 256 performance cores in a single node, MRDIMMs at 8800MT/s, and compatibility with next-generation GPUs. The new platforms offer unprecedented performance and advanced features, with Supermicro ready to deliver high-performance solutions at rack-scale with comprehensive direct-to-chip liquid cooling and total rack integration services. The company has a global manufacturing capacity of up to 5,000 racks per month, including 1,350 liquid-cooled racks.

Super Micro Computer (NASDAQ: SMCI) has announced a delay in filing its Annual Report on Form 10-K for the fiscal year ended June 30, 2024. The company expects to file a Notification of Late Filing on Form 12b-25 on August 30, 2024. SMCI cites the need for additional time for management to complete its assessment of internal controls over financial reporting as of June 30, 2024. The company has not made any updates to its previously announced results for the fiscal year and quarter ended June 30, 2024, which were released on August 6, 2024. This delay suggests potential challenges in SMCI's financial reporting processes.