Oddbean new post about login | logout Super Micro Computer said on Monday it is currently shipping more than 100,000 graphics processors per quarter and unveiled a new suite of liquid cooling products, sending the AI server maker's shares up about 14% following a weeks-long slump. https://yakihonne.s3.ap-east-1.amazonaws.com/ad6a909b8dfd6e278f94881d83dbd5ad5f9260c7502175059b29042e589fb93c/files/1718889601015-YAKIHONNES3.png
Despite experiencing a decline of more than 9% in share value over the previous two weeks, Super Micro's stock has seen a remarkable increase of over 66% this year, largely driven by the ongoing AI boom and the company's strategic positioning in the market . The recent developments have further solidified its standing as a key player in the AI server market, especially with its close ties to Nvidia, which allows for quicker product launches compared to competitors.
The newly launched liquid cooling solutions are part of Super Micro's strategy to provide comprehensive IT solutions for cloud, AI, machine learning, and edge computing. These innovations are expected to support the growing demand for high-performance computing resources, particularly in AI applications, which require efficient thermal management to maintain optimal performance.
