On October 8th, Caixin News Agency reported that Supermicro Computer announced on Monday that its current quarterly shipments of GPUs equipped with liquid cooling solutions have exceeded 100000, receiving widespread praise from investors.
The company's stock price rose more than 15% on Monday, indicating a possible strong rebound. Previously, the company suffered a sharp drop in stock price due to the short selling operation of the Hindenburg short selling agency and the investigation by the US Department of Justice. Hindenburg released a short selling report stating that Supermicro Computer is suspected of accounting violations.
Liang Jianhou, CEO of Supermicro Computer, pointed out that in continuous innovation, Supermicro Computer is now providing a full data center plug and play rack mounted liquid cooling solution, which will help artificial intelligence factories develop more sustainably..
Great benefit
In its latest statement, AMD announced that it has deployed over 100000 GPUs with liquid cooling solutions for some of the largest artificial intelligence factories and other cloud service providers in history.
AMD emphasizes that through the application of its new technology, the computing density of data centers will increase fourfold, and now each server rack can accommodate up to 96 NVIDIA B200 GPUs. This infrastructure innovation can save up to 40% of energy and 80% of space.
Supermicro Computer further summarized that this system supports warm water cooling up to 45 degrees Celsius and allows the heat generated by AI chips to be used for applications such as district heating and greenhouse heating. This provides great convenience for the efficient heat dissipation challenge of artificial intelligence factories.
It is reported that since June, Supermicro computers have delivered 2000 liquid cooled racks. AMD also claims that due to providing all components, deployment and deployment times are only measured in weeks rather than months.
According to analysts' estimates, the announcement from Supermicro Computer means it will generate billions of dollars in revenue. However, due to the delay of about nine weeks in the release of the fiscal year report by AMD, Wall Street is also concerned about whether the company has management issues.
The company also warned at the end of August that the management needed more time to complete the evaluation of the internal control design and operational effectiveness of the annual financial report.