Shares of Supermicro, Inc. (NASDAQ: SMCI) climbed 5% after the company announced it had ramped up full production of its NVIDIA (NASDAQ:NVDA) Blackwell Rack-Scale Solutions with NVIDIA HGX B200, signaling a positive market response to its latest technological advancements.
The San Jose-based IT solutions provider revealed its comprehensive portfolio of AI data center Building Block Solutions®, now fully accelerated by NVIDIA's Blackwell platform. This series includes both air-cooled and liquid-cooled systems with multiple CPU options, designed to meet the growing demands for AI workloads with improved efficiency and deployment speed.
Supermicro's president and CEO, Charles Liang, emphasized the significance of this development, stating, "Our latest NVIDIA Blackwell-powered solutions, developed through close collaboration with NVIDIA, deliver outstanding computational power." He further highlighted the company's commitment to sustainable, high-performance solutions that bolster AI innovation.
The new offerings from Supermicro feature advanced liquid-cooling and air-cooling technology to support the NVIDIA HGX B200 8-GPU systems. These systems promise to more than double the cooling capacity from the previous generation while maintaining the same form factor. The scalable architecture and networking capabilities are designed to facilitate large-scale AI data center projects with efficiency and speed.
The company's end-to-end liquid-cooling technology, showcased in the SuperCluster solution based on the NVIDIA GB200 NVL72 system, represents a significant leap in AI computing infrastructure. It integrates 72 NVIDIA Blackwell GPUs and 36 NVIDIA Grace CPUs in a single rack, delivering exascale computing capabilities.
Supermicro also offers comprehensive data center solution and deployment services, from proof-of-concept to full-scale deployment. This includes a custom-designed thermal management solution, ensuring timely delivery, reduced TCO, and minimized environmental impact.
The market's reaction to Supermicro's announcement reflects investor confidence in the company's ability to deliver cutting-edge AI data center technology and its potential to maintain a competitive edge in the rapidly evolving IT landscape.