What's Going On With AI Infrastructure Provider Supermicro's Stock Today?

Shares of Information Technology company, Supermicro Inc. SMCI, are trading higher on Wednesday.

The company has launched its fully available AI data center Building Block Solutions, utilizing the NVIDIA Corp NVDA Blackwell platform.

This new solution delivers scalable, high-performance infrastructure crucial for AI/ML, HPC, and cloud applications. The systems comes in both air-cooled and liquid-cooled versions, with various CPU choices, all engineered for rapid deployment.

The enhanced portfolio now features systems equipped with advanced thermal technologies, including liquid-to-liquid (L2L) and liquid-to-air (L2A) cooling. These improvements is expected to boost both performance and energy efficiency.

“In this transformative moment of AI, where scaling laws are pushing the limits of data center capabilities, our latest NVIDIA Blackwell-powered solutions, developed through close collaboration with NVIDIA, deliver outstanding computational power,” said CEO Charles Liang.

Supermicro has prioritized enhancing its system cooling performance with the introduction of the NVIDIA HGX B200 8-GPU systems.

These feature advanced liquid and air cooling technologies, including new cold plates and a 250kW coolant distribution unit (CDU), which more than doubles the cooling capacity.

Offered in 42U, 48U, or 52U configurations, these systems can accommodate up to 96 GPUs within a single rack, meeting the high demands of AI data centers.

For extensive deployments, Supermicro’s newly developed SuperCluster solution incorporates NVIDIA Quantum-2 InfiniBand or NVIDIA Spectrum-X Ethernet networking, enabling support for up to 768 GPUs across nine racks.

This configuration, along with the powerful NVIDIA AI Enterprise software, facilitates the rapid development and deployment of production-ready AI systems.

The infrastructure is backed by global support, with production plants in San Jose, Europe, and Asia, ensuring prompt delivery and consistent quality control.

Price Action: SMCI shares are trading higher by 8.3% at $31.59 at last check Wednesday.

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