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SAN JOSE - Supermicro (NASDAQ:SMCI) has introduced a new 10U air-cooled server featuring AMD Instinct MI355X GPUs for AI and inference workloads, according to a press release statement issued Wednesday. The announcement comes as the company's stock has declined nearly 8% over the past week, though it maintains a 23% gain year-over-year.
The new server, part of Supermicro's Data Center Building Block architecture, offers organizations high-performance computing capabilities in environments where air cooling is required rather than liquid cooling systems.
The system features 288GB HBM3e memory per GPU and 8TB/s bandwidth, with thermal design power (TDP) boosted from 1000W to 1400W. The company claims this configuration delivers up to double-digit performance improvements compared to its 8U MI350X system.
"The addition of the new air-cooled AMD Instinct MI355X GPU systems expands and strengthens our portfolio of AI solutions and gives customers more choices as they build next-generation data centers," said Vik Malyala, SVP Technology and AI at Supermicro.
According to the press release, the server can deliver up to four times the compute improvement compared to the previous generation and up to 35 times better inferencing performance.
Travis Karr, corporate vice president of business development for AMD's Data Center GPU Business, stated the air-cooled design makes it "easier for customers to deploy advanced AI performance within existing infrastructure."
The server is currently shipping and is being showcased at the Supercomputing Conference (SC25) in St. Louis.
Supermicro designs and manufactures its products in the United States, Taiwan, and the Netherlands.
In other recent news, Super Micro Computer has been in the spotlight following its fiscal first quarter 2026 earnings announcement. The company reported revenue that aligned with its preliminary update, but the earnings results were below expectations, leading to a mixed outlook for the second quarter. Despite this, Super Micro provided strong guidance for December quarter revenue, raising its full-year 2026 revenue outlook. Concerns about margin pressure have been highlighted by several firms. Rosenblatt, Needham, and Raymond James all lowered their price targets for Super Micro, citing margin concerns, but maintained a Buy or Outperform rating. BofA Securities also reduced its price target, expressing concerns about declining gross margins due to increased engineering and production costs. Additionally, Super Micro is showcasing its latest innovations in AI and high-performance computing at Supercomputing 2025 in St. Louis, featuring new solutions designed to enhance energy efficiency and performance. These developments indicate that while Super Micro is facing financial challenges, it continues to push forward with technological advancements.
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