Supermicro’s BigTwin server receives Intel certification for immersion cooling

SAN JOSE - Super Micro Computer, Inc. (NASDAQ:SMCI), a prominent player in the Technology Hardware industry with remarkable 82% revenue growth over the past year, announced Monday that its BigTwin multi-node server with 5th Gen Intel Xeon Scalable processors has received industry immersion cooling certification from Intel. According to InvestingPro analysis, the company maintains strong financial health with over $21.5 billion in revenue. The system has also passed testing specified by the Open Compute Project (OCP) for material compatibility in immersion cooling environments.

The certification ensures that Supermicro’s BigTwin servers will function properly when submerged in specified dielectric fluid, allowing data centers to achieve power usage effectiveness (PUE) values close to 1.05 or lower. With a healthy current ratio of 6.66 and moderate debt levels, the company appears well-positioned to support its innovative technological developments.

"Certifying our BigTwin server for immersion cooling within the Intel and OCP guidelines and practices ensures customers that their Supermicro server will be fully functional when immersed in the specified liquid," said Ray Pang, Senior Vice President of Technology Enablement at Supermicro.

The immersion cooling technology eliminates the need for traditional air-based cooling systems by submerging fanless servers directly in dielectric fluid, which dissipates heat more efficiently than air. This approach reduces energy required for cooling infrastructure while enabling denser compute configurations.

Rami Khouri, Intel VP and Platform Engineering Group GM, described the solution as "first-of-its-kind" and said it "ensures that Supermicro customers can be confident that the BigTwin systems will continue to perform as expected and give its data center customers a clear path to sustainable, efficient cooling in the AI era."

The certified BigTwin system features four hot-pluggable nodes in a 2U form factor, with each node supporting 5th/4th Gen Intel Xeon Scalable processors, up to 4TB of memory, and PCIe 5.0 connectivity.

Supermicro, which serves on the OCP Advisory Board, developed the system in line with OCP immersion cooling recommendations that promote standardized hardware interfaces, fluid specifications, and operational best practices.

According to the company’s press release statement, the growing demand for immersion-certified servers is driven by increasing power requirements for AI and HPC applications that exceed the capabilities of traditional cooling methods. With analysts anticipating continued sales growth and profitability this year, Supermicro seems well-positioned to capitalize on this trend. For deeper insights into SMCI’s growth potential and comprehensive analysis, investors can access the detailed Pro Research Report available on InvestingPro, which covers this and 1,400+ other top US stocks.

In other recent news, Super Micro Computer announced the pricing of $2 billion in convertible senior notes due 2030, with an option for initial purchasers to acquire an additional $300 million in notes. The company plans to use the proceeds for capped call transactions, share repurchases, and general corporate purposes. The notes will not bear regular interest and have a conversion rate equivalent to a 35% premium above the recent closing price. In addition, Super Micro unveiled new AI solutions featuring AMD Instinct MI350 GPUs, designed to enhance AI workloads with increased memory capacity and improved performance. These systems offer advanced cooling options and support for larger AI models. Meanwhile, KeyBanc initiated coverage of Super Micro Computer with a Sector Weight rating, expressing concerns about competitive pressures in the server market and potential impacts on profitability. The firm noted that Super Micro’s growth is expected to decelerate and highlighted recent accounting and execution missteps. KeyBanc also pointed out that the company’s valuation appears high based on their 2026 adjusted EBITDA estimate.

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