Super Micro Computer (SMCI) Gains Momentum with New Liquid Cooling Tech in AI Data Centers - 超微电脑（SMCI）凭借AI数据中心新型液冷技术加速发展

Super Micro Computer, Inc. (NASDAQ: SMCI) specializes in developing and manufacturing high-performance server and storage solutions built on modular and open architecture. The company has attracted significant attention from major tech firms after unveiling its new liquid cooling technology for AI data centers, which enhances operational efficiency. Management expects this innovative technology to be integrated into 30% of the data center racks the company markets over the next few months. This efficiency is crucial, as the growing computational demands of AI tasks are poised to significantly impact both the environment and power consumption. Currently, liquid cooling is utilized in only 1% of data center racks.

Citi analyst Asiya Merchant is optimistic about the continued strong demand for AI servers from companies like Super Micro Computer, Inc. (NASDAQ: SMCI) in the coming months. Following the company's latest earnings report, Merchant noted that robust demand led revenues to align with outlook, though they came in just slightly below consensus due to $800 million in revenue being pushed into July because of component shortages related to Direct-Liquid-Cooling. The guidance further suggests that strong demand will persist, supported by a high backlog.