Super Micro Computer in the United States has announced that it currently ships over 100000 graphics processing units (GPUs) per quarter and has launched a new liquid cooled product, causing the stock price of this artificial intelligence (AI) server manufacturer to rise by approximately 14% after weeks of sluggishness.
The booming development of generative AI technology has driven the hardware demand for processing large amounts of data used by AI, which is of great benefit to Supermicro Computer Company in the United States. The servers produced by the company use leading AI chips, including Nvidia.
Recently, more than 100000 GPUs equipped with liquid cooling solutions (DLC) have been deployed for some of the largest AI factories in history, "said Supermicro Computer in a statement
If the upward trend continues, the market value of American supercomputers is expected to increase by over 3 billion US dollars.
Supermicro computers in the United States are highly praised for their liquid cooling technology, which is more energy-efficient than the air cooling technology used in some data centers.
The rebound on Monday breathed a sigh of relief to investors in Supermicro Computer in the United States, after the company's stock price was hit by increasing troubles, including Hindenburg Research disclosing its short position in August.
According to market research firm Ortex, the short selling amount of Supermicro Computer Corporation in the United States is slightly higher than 20% of its freely tradable shares, valued at approximately $3.59 billion.
Ortex stated, "It's too early to say whether this is related to short sellers attempting to repurchase stocks, but based on current prices, short sellers are suffering short-term losses and may choose to close positions." Ortex pointed out that this could increase the stock's gains for the day.
In the past two weeks, the stock price of Supermicro Computer in the United States has fallen by more than 9%, but it has still risen by more than 66% this year, thanks to the booming AI related trading on Wall Street.
Supermicro computers in the United States have also launched a series of new liquid cooling solution products that can achieve the highest GPU density per rack, with up to 96 Nvidia B200 chips installed per rack.
Gadjo Sevilla, Senior Artificial Intelligence and Technology Analyst at eMarketer, said: "Infrastructure energy savings of up to 40% and space savings of 80% are a huge innovation for large-scale, high energy consuming AI deployments and may also become a key factor distinguishing them from competitors.
