Supermicro’s new systems set AI performance benchmarks

SAN JOSE, Calif. - Super Micro Computer, Inc. (NASDAQ: SMCI), a prominent player in the Technology Hardware industry with remarkable revenue growth of 125% over the last twelve months, has announced a significant performance milestone with its latest systems featuring NVIDIA HGX B200 8-GPU. According to InvestingPro analysis, the company appears undervalued based on its Fair Value metrics, suggesting potential upside for investors interested in the AI infrastructure sector. The company’s new 4U liquid-cooled and 10U air-cooled systems have achieved top performance on select MLPerf Inference v5.0 benchmarks, delivering more than threefold the token generation per second compared to the previous generation.

According to the results, Supermicro’s systems demonstrated a substantial increase in efficiency for AI-related tasks. The SYS-421GE-NBRT-LCC and SYS-A21GE-NBRT models, both equipped with NVIDIA B200 GPUs, showed exceptional performance on a range of benchmarks. Notably, these systems produced over 129,000 tokens per second for the Mixtral 8x7B Inference and Mixture of Experts benchmarks, indicating a strong capability in handling complex AI workloads.

Supermicro’s achievement is backed by MLCommons, an open engineering consortium, which emphasizes that the benchmark results are reproducible, auditable, and achieved on available products. David Kanter, Head of MLPerf at MLCommons, acknowledged Supermicro’s submission and the performance gains it represents.

The company’s comprehensive AI portfolio includes over 100 GPU-optimized systems, offering both air-cooled and liquid-cooled options. Supermicro’s rack-scale systems, which incorporate computing, storage, and network components, aim to simplify and expedite installation for customers. With a solid financial foundation, including a current ratio of 6.38 and moderate debt levels, SMCI is well-positioned to continue its expansion in the AI infrastructure market. Want deeper insights? InvestingPro offers exclusive access to 12+ additional ProTips and comprehensive financial analysis for SMCI.

The new NVIDIA HGX B200 8-GPU systems utilize advanced cooling technology, with the liquid-cooled version featuring a newly developed cold plate and a 250kW coolant distribution unit that doubles the cooling capacity in the same 4U form factor. The air-cooled 10U system has been redesigned to house eight 1000W TDP Blackwell GPUs, matching the density of the previous generation while delivering up to 15 times the inference and three times the training performance.

Supermicro, headquartered in San Jose, California, focuses on delivering innovation across various IT infrastructure domains, including enterprise, cloud, AI, and 5G Telco/Edge. The company’s Server Building Block Solutions® allow customers to tailor systems to specific workloads and applications, emphasizing total cost of ownership (TCO) and environmental impact.

This news is based on a press release statement from Super Micro Computer, Inc. detailing the performance achievements of their latest AI systems. Trading at a P/E ratio of 14x and demonstrating strong operational metrics, SMCI presents an interesting opportunity in the AI infrastructure space. For a complete analysis of SMCI’s financial health and growth prospects, including expert insights and detailed valuation metrics, check out the comprehensive Pro Research Report available exclusively on InvestingPro.

In other recent news, Super Micro Computer, Inc. has introduced a new lineup of single-socket servers, which are said to match the performance of traditional dual-socket servers. These servers are equipped with Intel Xeon 6 processors and are designed to handle various data center workloads while offering cost savings. Additionally, Supermicro has launched a high-density storage server optimized for AI and machine learning workloads, featuring the NVIDIA Grace CPU Superchip. This server supports 16 hot-swap EDSFF PCIe Gen5 NVMe drives, providing substantial storage capacity.

In leadership updates, Supermicro has appointed Scott Angel as a new independent director and promoted Yitai Hu to General Counsel & Senior Vice President. Scott Angel brings extensive experience from the technology and semiconductor industries, while Yitai Hu is recognized for his expertise in corporate governance and mergers and acquisitions. Furthermore, Defiance ETFs has announced a new leveraged inverse ETF targeting Supermicro, offering investors a tool for seeking inverse exposure to the company’s market performance.

These developments highlight Supermicro’s focus on innovation and strategic growth, with new products and leadership aimed at enhancing the company’s market position.

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