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SAN JOSE, Calif - Supermicro, Inc. (NASDAQ: SMCI), known for its IT solutions in AI, Cloud, Storage, and 5G/Edge, has unveiled its latest SuperCluster, an AI data center solution featuring NVIDIA (NASDAQ:NVDA)'s Blackwell platform. The new SuperCluster is designed to significantly expand the number of NVIDIA HGX B200 8-GPU systems within a liquid-cooled rack, offering a substantial increase in GPU compute density over the company's existing liquid-cooled NVIDIA HGX H100 and H200-based SuperClusters.
Charles Liang, president and CEO of Supermicro, stated that the company has the capability to deploy some of the world's largest liquid-cooled AI data center projects, including a recent deployment containing 100,000 GPUs. Liang highlighted the efficiency, density, and performance benefits of their SuperClusters, which now utilize the NVIDIA Blackwell platform.
The upgraded SuperClusters integrate a rack-scale design with vertical coolant distribution manifolds, allowing for a higher number of compute nodes per rack. The systems also feature advancements in cold plates and hose design to enhance the efficiency of the liquid cooling system. An in-row cooling distribution unit (CDU) option is available for larger deployments. Additionally, the new NVIDIA HGX B200 8-GPU systems offer improvements in thermals, power delivery, and support for high-powered processors.
Supermicro's offerings also extend to all NVIDIA GB200 Grace Blackwell Superchips, including the NVIDIA GB200 NVL4 and NVL72 systems. The NVL4 Superchip, compatible with Supermicro's liquid-cooled NVIDIA MGX modular systems, aims to deliver doubled performance for specific computing applications over the prior generation. The NVL72 SuperCluster, featuring an end-to-end liquid-cooling solution, is described as an exascale supercomputer in a single rack.
For enterprise rack designs, Supermicro has introduced 5U PCIe accelerated computing systems with NVIDIA H200 NVL, which are suitable for various AI and HPC workloads. These systems support NVIDIA NVLink technology and come with a five-year subscription to NVIDIA AI Enterprise.
Supermicro will be showcasing its portfolio of AI and HPC infrastructure solutions at the Supercomputing Conference, including the liquid-cooled GPU servers for AI SuperClusters.
This information is based on a press release statement from Super Micro Computer (NASDAQ:SMCI), Inc.
In other recent news, Super Micro Computer Inc. witnessed a significant surge in its Q1 FY'25 revenue, driven primarily by a robust demand for AI solutions. The preliminary net revenue is estimated between $5.9 billion to $6 billion, marking a 181% increase year-over-year. Non-GAAP earnings per share are projected at $0.75 to $0.76, a rise of 122% from the previous year. The company is also expanding its manufacturing capabilities with a new campus in Malaysia and increased capacity in Silicon Valley. Super Micro launched new AI infrastructure products and sees potential growth in its direct liquid cooling technology. For Q2 FY'25, the company expects net sales to range from $5.5 billion to $6.1 billion, with GAAP diluted earnings per share projected between $0.48 and $0.58. Despite this growth, the company's revenue was at the lower end of the provided guidance due to customer delays for the new Blackwell chip. However, there is growing interest in NVIDIA's Blackwell chips, which could signal future opportunities. These are among the recent developments for Super Micro.
InvestingPro Insights
Supermicro's recent unveiling of its advanced AI data center solution aligns with the company's strong market position and growth trajectory. According to InvestingPro data, Supermicro has demonstrated impressive revenue growth, with a 109.77% increase in the last twelve months as of Q4 2024. This robust growth is further emphasized by a quarterly revenue growth of 142.95% in Q4 2024, indicating the company's successful expansion in the AI and data center markets.
An InvestingPro Tip highlights that analysts anticipate continued sales growth for Supermicro in the current year, which is consistent with the company's innovative product launches and expanding capabilities in AI infrastructure. This positive outlook is reinforced by another InvestingPro Tip noting that six analysts have revised their earnings upwards for the upcoming period, suggesting confidence in Supermicro's financial performance.
Despite the recent stock price volatility, with the price falling 60.69% in the past month, Supermicro's fundamentals appear strong. The company's P/E ratio of 10.15 and adjusted P/E ratio of 9.01 for the last twelve months indicate that the stock may be undervalued relative to its earnings potential, especially considering its high growth rate.
For investors seeking more comprehensive analysis, InvestingPro offers 19 additional tips for Supermicro, providing a deeper understanding of the company's financial health and market position.
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