SMCI currently shipping over 100,000 GPUs per quarter: Stock jumps

Investing.com -- Shares of Super Micro Computer (NASDAQ:SMCI ) surged 16.9% on Monday after the company announced it is currently shipping over 100,000 GPUs per quarter, a major milestone in supporting AI-driven data centers.

"Supermicro recently deployed more than 100,000 GPUs with liquid cooling solution (DLC) for some of the largest AI factories ever built, as well as other CSPs," the company said. "With each server approaching 12kW of power needed for AI and HPC workloads, liquid cooling is a more efficient choice to maintain the desired operating temperature for each GPU and CPU."

The company, known for its advanced IT solutions for cloud, AI/ML, and edge computing, said that with its liquid cooling technology it is aiming to meet the growing demands of AI factories and cloud service providers (CSPs).

SMCI unveiled a liquid cooling solution designed to reduce energy consumption and cooling infrastructure costs.

The solution is said to include state-of-the-art coolant distribution units (CDUs), cold plates, and modular cooling towers, all optimized for high-density GPU and CPU performance.

The company also announced it has successfully deployed this technology for some of the largest AI factories ever built, solidifying its role in supporting AI-driven operations.

"Supermicro continues to innovate, delivering full data center plug-and-play rack scale liquid cooling solutions," said Charles Liang, CEO and president of Supermicro. He highlighted that these solutions are drastically cutting costs and enhancing performance in AI factories, resulting in significant power and space savings.

They explain that it enables a more efficient cooling process, with up to 40% power reduction, allowing AI servers to operate within a smaller data center footprint. The technology is also said to be paving the way for increased computing density and quicker training times for large-scale AI models.

Source: Investing.com