Super Micro Computer Inc Stock Price, News & Analysis

Supermicro (NASDAQ: SMCI) is expanding its manufacturing footprint by adding three new facilities in Silicon Valley and globally to meet the growing demand for AI and enterprise rack scale liquid-cooled solutions.

The expansion aims to double the current production capacity of liquid-cooled AI SuperClusters, which currently stands at 1,000 units per month.

These new facilities will focus on delivering comprehensive liquid-cooled solutions, which offer up to 40% lower operational expenses and reduced environmental impact compared to traditional air-cooled data centers.

Supermicro's advanced liquid-cooled technology enhances AI compute performance per watt, and the company expects liquid-cooled data centers to grow from less than 1% to up to 30% of all data center installations in the next two years.

The facilities will also support high-performance NVIDIA GPU-based servers and other cutting-edge technologies optimized for liquid cooling.

Supermicro has announced the launch of plug-and-play liquid-cooled AI SuperClusters optimized for NVIDIA's Blackwell and HGX H100/H200 GPUs.

These SuperClusters promise significant performance improvements, offering up to 20 PetaFLOPS on a single GPU, 4X better AI training, and 30X better inference performance compared to previous GPUs. The new systems, designed for rapid deployment in AI data centers, are integrated with NVIDIA AI Enterprise and NIM microservices.

Supermicro's solutions aim to reduce data center power usage by up to 40%, making liquid cooling virtually free. At COMPUTEX 2024, new systems featuring NVIDIA Blackwell GPUs, including 10U air-cooled and 4U liquid-cooled options, will be showcased.

Supermicro’s AI SuperClusters leverage NVIDIA AI Enterprise for seamless, scalable AI deployment, supporting various generative AI models. These systems are tailored for LLM training, deep learning, and high-volume inference, providing enterprises with efficient, easy-to-deploy AI infrastructure.

Supermicro has unveiled its new X14 server portfolio at Computex 2024, featuring the latest Intel Xeon 6700-series processors with E-cores, and future support for Intel Xeon 6900-series processors with P-cores. These systems are designed for AI, Cloud, Storage, and 5G/Edge applications, offering enhanced performance, efficiency, and customization.

The X14 servers include rackmount, multi-node, and edge servers, with key models like SuperBlade, BigTwin, and GrandTwin incorporating the new processors. The launch promises up to 2-3x better AI workload performance and 2.8x higher memory bandwidth compared to previous generations.

The new systems also feature liquid cooling solutions to increase efficiency and reduce TCO. Additionally, the portfolio supports the OCP Data Center Modular Hardware System (DC-MHS), enhancing manageability and maintenance. With a production capacity of 5,000 racks per month, Supermicro aims to deliver these high-performance, energy-efficient systems globally.

Supermicro announced its collaboration with Datasection, KDDI, and Sharp to establish a large-scale AI data center in Japan. The new facility will utilize Supermicro's rack-scale liquid-cooled solutions and advanced NVIDIA GPUs, optimizing for AI applications like LLM, ML, and generative AI. The project, built on the former Sharp Sakai plant, aims to enhance performance while reducing energy costs and environmental impact through green computing. This initiative demonstrates a strong commitment to sustainable technology and global AI expansion.

Supermicro (NASDAQ: SMCI) has unveiled new high-density, efficient, and cost-optimized server solutions powered by AMD EPYC 4004 processors. The launch includes the H13 3U MicroCloud Multi-Node Server and 1U, 2U mainstream server families, which emphasize performance per watt and power efficiency. This technology is designed to meet the needs of cloud hosting and small to medium-sized businesses (SMBs) with its compact form factor and high computing density.

The new 3U MicroCloud Multi-Node Server supports up to 10 nodes in a single rack, offering 3.3 times the computing density compared to standard 1U rackmount servers. These systems are ideal for cloud-native workloads, web hosting, cloud gaming, and content delivery networks. The AMD EPYC 4004 Series processors, based on the

Super Micro Computer, Inc. (Nasdaq: SMCI), a leading IT solution provider for AI, Cloud, Storage, and 5G/Edge, has announced its participation in major investor conferences. The company will be present at the J.P. Morgan 52nd Annual Global Technology, Media, and Communications Conference on May 20, 2024, in Boston, MA, featuring a fireside chat at 4:30 pm ET. Supermicro will also attend the BofA Securities 2024 Global Technology Conference on June 4, 2024, in San Francisco, CA, with a fireside chat at 8:40 am PT. Finally, the company will participate in the CJS Securities 24th Annual New Ideas Summer Conference on July 10, 2024, in White Plains, NY. These events will provide Supermicro with opportunities to engage with investors and discuss its business strategies and developments.

Supermicro, Inc. introduces complete data center liquid-cooled solutions to address the demands of expanding AI and HPC capacities while reducing power requirements. By delivering high-performance servers equipped with GPUs and CPUs, Supermicro aims to build AI factories quickly and efficiently, reducing data center power consumption by up to 40%. The company continues to innovate in bringing the latest technology, including total liquid cooling solutions, to AI and HPC customers.

Super Micro Computer, Inc. (Nasdaq: SMCI) reported strong financial results for the third quarter of fiscal year 2024, with net sales reaching $3.85 billion, gross margin at 15.5%, and net income of $402 million. The company also raised its revenue outlook for fiscal year 2024 to a range of $14.7 to $15.1 billion. Supermicro's President and CEO, Charles Liang, highlighted the record revenue and non-GAAP EPS growth, emphasizing market leadership in AI infrastructure and the expansion of new solutions.

Supermicro CEO Charles Liang will deliver the CEO Keynote at COMPUTEX 2024, focusing on innovative Rack Scale Plug-and-Play solutions such as liquid cooling, increased efficiency, and optimized performance for AI, cloud, and edge computing. The company's commitment to green IT solutions is highlighted, aiming to reduce energy consumption and data center TCO by up to 40%, while delivering 100kW per rack AI solutions. Supermicro will showcase cutting-edge systems at COMPUTEX, emphasizing Green IT, time-to-market focus, and Building Block Solutions® to lower TCO for data centers.