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Alpha maybe eating humble pie this week
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Talk about eating a foot sandwich-timed to perfection.
The over riding facts which only a fool would ignore are:
SMCI make the best racks bar none, using a system that is in very high demand now and will soon be indispensable. If you aren't using DLC you aren't making a viable data centre. Anyone who says AI racks are a commodity and 'anyone can build them' is talking out of their rear. Efficiency matters when you're burning $2M/day in power costs. A current NVL-72 is hoovering 130KW/hr, even at 12c/kwh thats $16/rack per hour or $384/day. Musk will scale to 1 million chips within 8 months(Xai)-thats $5.3M per day in power. If you can buy a rack which saves up to 40%(power) don't you think it will be a strong proposition. Clear some have different views but there is an idiot born every minute.
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The company has confirmed this week:
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Increased DLC monthly capacity to 3,000 racks. Up from 2,000 in December. It's worth noting these are currently $3-$4M racks and will soon be 5-6M with GB300.
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By December they will have $50B revenue run rate (capacity).
But it's not enough! NB: A new Saudi facility is approved, clearly a strong signal of many more projects in the pipe line.
Plans.
Silicon Valley Green Computing Park (B20-B23)
Rack-scale integration with liquid coolingDatacentre BBS and cloud services-this part of SMCI 4.0 which will be discussed in detail next week at Computex.
APAC Science and Tech Centre (B62)
New land under negotiation for B63Supermicro Malaysia Campus with partners
High-volume subsystem and rack-scale production onlineFuture site plans
New Silicon Valley facilities in progress (B31, B32)New Silicon Valley facility in progress (#1081, Milpitas)
New BV (Netherlands) production facility in progress
New US site in plan – East Coast
New Saudi Arabia and other international sites in plan
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The future is bright …the future is SMCI…looking exciting and good for the share price
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clearly they are planning for way beyond $50B annual run rates.
Not speculation-they are Nr 1 in Generative AI systems and their AI side of the business grew 500% YoY.I want to see them return to a tax paid Net margin of 10% min. I think with scale and DCAAS (DC as a service) they will. But I work off of, say $50B = $5B net
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Supermicro Introduces DLC-2, the Next Generation of its Direct-to-Chip Liquid-Cooling Solution
Featuring new end-to-end liquid cooling building blocks including advanced cold plates, CDUs, CDMs, cooling tower, and more.
Acronyms:
CDU-Cooling Distribution Units
CDM-Cooling Distribution Manifold
Cooling Towers
and more
50dB is quiet. A typical data centre is in the 92-96dB range. Irradiating noise is significant plus for employees and the neighbouring environment.
Details are starting to emerge and will peak next week when it is formally launch at Computex.
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The company is touting this as revolutionary. We will see
Don’t miss , CEO and Founder of Supermicro, as he unveils our revolutionary Data Center Building Block Solutions
(DCBBS) at Supermicro Innovate!
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Good article here explaining whats new with SMCI DLC-2. Previously just the GPU/CPU had cold plates, the latest systems have cold plates on all the major components inc memory, power supplies, voltage regulators etc.
https://www.nextplatform.com/2025/05/15/pushing-ai-system-cooling-to-the-limits-without-immersion/
Nice to see SMCI lead the market with these developments
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Supermicro (SMCI) Embarks on Major Recruitment Drive in Saudi Arabia Following a $20 Billion Agreement
Supermicro has been actively recruiting in Saudi Arabia for roughly the past month. The positions are quite varied, spanning roles such as Senior Service Engineer and Senior Sales Manager.
Notably, as previously highlighted, Supermicro began its hiring efforts in Saudi Arabia even before officially announcing its partnership with DataVolt. This reflects the strong trust that the global leader in liquid-cooled AI rack solutions has in its new Saudi collaborators.
In a further noteworthy update, Supermicro has unveiled its latest innovation, the DLC-2, a cutting-edge liquid-cooling system designed to cut water and energy use in data centres by up to 40 percent. The technology is also said to lower a data centre’s Total Cost of Ownership (TCO) by as much as 20 percent.
These reductions are made possible by expanding the cold plate coverage across server components, which enables fewer fans to operate at reduced speeds.
Moreover, Supermicro’s DLC-2 liquid-cooling system can reportedly capture 98 percent of the heat produced by a server rack, allowing for higher inlet liquid temperatures (up to 45 degrees Celsius). The company states:
This is, naturally, a significant benefit for data centres in Saudi Arabia’s desert environment, where high daytime temperatures and limited water availability pose challenges.SMCI has officially confirmed it is building a factory in Saudi. Clearly, they expect many more deals in the ME-and why not. They seem to have the best product for the job!
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Nice. The Godfather of AI is joining Charles Liang which is a big endorsement 5pm GMT tomorrow.
