Lambda deploys first hydrogen-powered NVIDIA GB300 systems

SAN FRANCISCO - Lambda, a cloud computing provider, has deployed what it describes as the industry’s first hydrogen-powered NVIDIA GB300 NVL72 systems at ECL’s Mountain View facility, according to a press release statement. The systems are built by Supermicro (NASDAQ:SMCI), a prominent player in the Technology Hardware industry with a market capitalization of $27.85 billion and impressive revenue growth of 46.59% over the last twelve months, according to InvestingPro data.

The deployment features Supermicro-built systems, each consuming 142 kW of compute power, cooled through direct-to-chip liquid systems that recycle water generated as a byproduct of the hydrogen fuel cell power production.

Lambda has doubled its footprint at ECL’s Mountain View campus, now occupying 100% of the facility, which operates as a zero-water and zero-emissions off-grid modular data center powered entirely by hydrogen fuel cells. This aligns with Supermicro’s strong market position, reflected in its robust financial health score of 3.43 out of 5 on InvestingPro, which offers 12 additional investment tips and comprehensive analysis in its Pro Research Report.

"As we move toward gigawatt AI factories, diversified power is becoming essential infrastructure," said Ken Patchett, VP Data Center Infrastructure at Lambda.

The 4,000-pound systems were fully integrated into the data center in two hours, according to the company. The deployment addresses a significant challenge in the industry, as few data centers can handle the power density and cooling requirements of these advanced systems.

Vik Malyala, SVP of Technology & AI at Supermicro, stated that the company is "proud to deliver to Lambda the latest NVIDIA GB300 NVL72 systems powered by hydrogen-based energy."

Yuval Bachar, Founder and CEO of ECL, added that the collaboration "proves that off-grid, zero-emission, high-performance data centers are not just aspirational, but operational, at scale."

Lambda, founded in 2012, describes itself as "The Superintelligence Cloud" that builds infrastructure for AI training and inference. The company continues to explore hydrogen power as part of its commitment to developing what it terms "gigawatt-scale AI factories."

Supermicro (NASDAQ:SMCI) provided the server systems for the deployment.

In other recent news, Super Micro Computer has begun volume shipments of NVIDIA Blackwell Ultra systems, including the NVIDIA HGX B300 and GB300 NVL72, to customers worldwide. These systems are designed for AI infrastructure deployment, offering plug-and-play solutions at system, rack, and data center scale. Additionally, Supermicro’s products are being utilized by Lambda to expand AI infrastructure, with deployments of GPU-optimized servers, including NVIDIA Blackwell-based systems, at Cologix’s data center in Columbus, Ohio.

In a separate development, Bernstein SocGen Group initiated coverage on Super Micro Computer with a Market Perform rating and set a price target of $46.00. The firm noted the company’s significant growth but raised concerns about a potential slowdown and aggressive guidance. Meanwhile, Digi Power X’s subsidiary, US Data Centers, achieved Tier 3 certification for its ARMS 200 modular data center platform, confirming its compliance with global standards for resilience and reliability. These developments highlight the ongoing activities and strategic moves by Super Micro Computer and its partners in the AI and data center sectors.

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