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[littlejohn]

SMCI has an upbeat CEO in new video...

Venture Beat interview on Ai infrastructure

at scale is video to watch...

https://www.supermicro.com/en/solutions/ai-deep-learning?utm_campaign=VentureBeat&utm_content=301516143&utm_medium=social&utm_source=twitter&hss_channel=tw-374598930


07/23/24 article link on the subject...

https://venturebeat.com/ai/by-embracing-liquid-cooling-ai-powerhouse-supermicro-enables-30-more-computing-power-with-the-same-power-budget/

from first paragraph...

Supermicro revenue grew by 200% year
over year in the third fiscal quarter, and it’s
expected to grow another 152% by the
end of the year

plus, wait for it...

About 1,000 of that number offers a liquid
cooling solution – and they’re ramping up
right now to ship about 2K liquid-cooled
racks a month.

CEO stated in video they are expecting to

hit, 2,000 rack target in 3 to 4 weeks of

the liquid cooled racks...[big boys]...

Whole lotta of loose info from a company

that folks say doesn't give any guidance...


So we watch...LJ