SAN JOSE, Calif. – Supermicro, Inc. (NASDAQ: SMCI), a $26.86 billion market cap company with impressive 82.49% revenue growth over the last twelve months and known for its IT solutions for AI, Cloud, Storage, and 5G/Edge, has announced its Data Center Building Block Solutions (DCBBS). According to an InvestingPro analysis, the company maintains a GREAT financial health score, positioning itself well in the competitive technology hardware sector. This new offering aims to simplify the construction of liquid-cooled AI data centers, providing a comprehensive package that includes servers, storage, networking, racks, cooling, software, and support services.
The company’s president and CEO, Charles Liang, stated that DCBBS allows clients to swiftly build data center infrastructure, reducing time-to-market and time-to-online to as little as three months. He emphasized the cost reduction and quality improvement benefits of their total solution coverage.
DCBBS features scalable units like the 256-node AI Factory DCBBS, which is designed to streamline data center design processes and includes floor plans, rack layouts, and a bill of materials. Supermicro offers first-party services from consultation to on-site deployment and ongoing support, with customization options at the system, rack, and data center levels to meet various project requirements.
In terms of environmental impact, DCBBS combined with Supermicro’s DLC-2 technology claims to offer significant savings: up to 40% in power, 60% in data center footprint, 40% in water consumption, and 20% in total cost of ownership (TCO).
The computing aspect of the solution includes up to 256 liquid-cooled 4U systems, each equipped with 8 NVIDIA Blackwell GPUs and interconnected with NVIDIA networking platforms, supported by scalable storage options.
Supermicro’s DLC-2 technology is part of the push towards industry-wide adoption of direct-to-chip liquid cooling, which is expected to grow significantly in the market. DLC-2 features improvements in cold plates, maximum inlet water temperature, noise levels, and heat capture efficiency.
The service component of DCBBS includes data center design, solution validation, and professional onsite deployment, complemented by Supermicro’s SuperCloud Composer for infrastructure management.
Based on a press release statement, this announcement reflects Supermicro’s commitment to providing optimized IT solutions and its role in driving innovation in enterprise and cloud infrastructure, with a focus on reducing TCO and environmental impact. The company’s stock has shown significant momentum, with a 142.2% return over the past six months. InvestingPro subscribers have access to 18 additional exclusive ProTips and detailed financial metrics that can help investors make more informed decisions about SMCI’s market position and potential.
In other recent news, Super Micro Computer has announced a significant $20 billion multi-year partnership with DataVolt, a data center firm based in Saudi Arabia. This agreement aims to deploy advanced rack systems and GPU platforms in support of hyperscale AI campuses in both Saudi Arabia and the United States. Despite this major development, Goldman Sachs has maintained a Sell rating on Super Micro with a $24 price target, while Citi has kept a Neutral rating with a $37 target, citing competitive pressures and uncertainties in the contract’s specifics. Meanwhile, Raymond James has expressed confidence by reiterating an Outperform rating and a $41 price target, highlighting Super Micro’s leadership in AI infrastructure and its expanding manufacturing presence in the United States.
