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SAN JOSE - Supermicro, Inc. (NASDAQ:SMCI), a $25.93 billion market cap technology company with impressive 82.49% year-over-year revenue growth according to InvestingPro, announced Thursday the launch of new liquid-cooled and air-cooled GPU solutions featuring AMD Instinct MI350 series GPUs, designed for AI workloads.
The new H14 generation systems combine dual AMD EPYC 9005 CPUs with AMD’s latest GPUs based on the 4th generation AMD CDNA architecture, offering up to 2.304TB total HBM3e memory per 8-GPU server.
According to the company, the AMD Instinct MI350 series GPUs provide 288GB HBM3e per GPU, which represents a 1.5x increase in memory capacity compared to previous generations. The systems also deliver 8TB/s bandwidth and 1.8x petaflops of FP16/FP8 performance over the previous generation.
"Supermicro continues to lead the industry with the most experience in delivering high-performance systems designed for AI and HPC applications," said Charles Liang, president and CEO of Supermicro. The company’s strong market position is reflected in its robust financial health, earning a "GREAT" overall score from InvestingPro, which offers comprehensive analysis through its Pro Research Reports.
The company stated that its 4U liquid-cooled system with AMD Instinct MI355X GPUs features improved Direct Liquid Cooling architecture that can reduce power consumption by up to 40%. Customers can choose between 4U liquid-cooled options for higher-density rack-scale deployments or 8U options for air-cooled environments.
AMD CEO Dr. Lisa Su claimed the new GPUs deliver "up to 40 percent more tokens-per-dollar relative to the competition, while retaining the industry standard form factor."
The new systems are designed for AI training and inference workloads, supporting new FP6 and FP4 data types for handling larger AI models.
This article is based on a press release statement from Supermicro. The company maintains a healthy financial position with a current ratio of 6.66, indicating strong liquidity, though it operates with relatively modest gross profit margins of 11.27%. InvestingPro analysis suggests the stock is currently undervalued, with 13 additional ProTips available to subscribers.
In other recent news, Super Micro Computer has expanded its NVIDIA Blackwell Architecture solutions to Europe, introducing over 30 new systems designed for enterprise AI deployments. These offerings include systems for NVIDIA HGX B200 and the liquid-cooled NVIDIA GB200 NVL72, with orders now being accepted for systems featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. At the company’s Annual Meeting of Stockholders, an amendment to the 2020 Equity and Incentive Compensation Plan was approved, increasing the total shares available for awards to 103 million. Super Micro Computer also announced plans to expand its U.S. production capacity amid rising global AI demand, with potential sites in Mississippi and Texas. Mizuho Securities recently adjusted its outlook on Super Micro, increasing the stock target to $40 due to the company’s solid positioning in the AI server market. Additionally, Super Micro has partnered with DataVolt to construct hyperscale AI campuses in Saudi Arabia, utilizing advanced liquid cooling technology to enhance efficiency. This partnership aims to expedite the delivery of ultra-dense GPU platforms and storage solutions, although definitive agreements are still under negotiation.
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