$Super Micro Computer (SMCI.US)$ Supermicro (SMCI) is a lead...

$Super Micro Computer (SMCI.US)$ Supermicro (SMCI) is a leading US provider of server hardware and storage solutions, rapidly expanding in the field of liquid cooling systems in recent years, offering liquid cooling solutions to customers in various areas including high-performance computing (HPC), artificial intelligence (AI), cloud computing, and data centers. Here are the main customers and applications of its liquid cooling systems:

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1. High-Performance Computing (HPC)

Supermicro's liquid cooling systems primarily serve HPC scenarios that require high computing density and low energy consumption:

National Laboratories:

Supermicro's liquid-cooled servers are deployed in some US and international research institutions, supporting scientific simulations, genetic research, weather modeling, etc.

For example, the USA's National Energy Laboratory and university research centers utilize Supermicro's high-performance server solutions.

Academic and research institutions:

Universities in the USA and Europe (such as the University of California, MIT, etc.) may use their liquid-cooled hardware for research simulations and AI training.

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2. Artificial Intelligence and Machine Learning

Supermicro focuses on liquid cooling solutions to support high-density GPU clusters, widely used in AI and deep learning projects:

AI companies: Supermicro provides hardware support to some AI startups and research companies (such as OpenAI, Stability AI, and similar companies).

Data science and analytics: primarily supporting companies that require real-time training of large-scale models, especially GPU servers.

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Cloud Computing and Datacenter

Supermicro's liquid cooling systems are increasingly used by large-scale data centers and cloud computing operators:

Large cloud service providers:

Supermicro's liquid-cooled servers are used by Amazon AWS, Microsoft Azure, Google Cloud, and others to support high-density server operations, while reducing energy consumption and cooling costs.

Hosted data centers: Many third-party data center operators use their liquid cooling solutions to support energy efficiency goals.

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Enterprise and Industry Applications

Supermicro's liquid-cooled hardware is also used in high-end enterprise scenarios.

Financial Industry: Financial companies with high-frequency trading and data analysis demand use its liquid-cooled servers to reduce latency.

Manufacturing and Design: Industries such as Autos and Airlines use its liquid cooling solutions to run computationally intensive CAD/CAM, simulation, and testing tasks.

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5. Global Strategy Partners

Supermicro collaborates with multiple technology giants and chip manufacturers to integrate liquid cooling technology into its systems:

NVIDIA: Provides liquid cooling support for NVIDIA's high-density GPU computing systems (such as H100, A100).

Intel and AMD: Supermicro's servers integrate CPUs and GPUs from these manufacturers and are equipped with liquid cooling technology.

Meta (Facebook): As a hardware supplier for Meta's data center, Supermicro provides liquid-cooled servers to support AI and Virtual Reality applications.

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Summary

Supermicro's liquid cooling systems mainly serve the following areas and customers:

1. National laboratories (such as Oak Ridge National Laboratory, etc.).

2. Cloud computing companies (AWS, Azure, Google Cloud).

3. AI companies and startups (such as OpenAI, AI model development companies).

4. Enterprise data centers (finance, manufacturing, gaming, VR, etc.).

Supermicro's liquid cooling system features a modular design, flexible for various scenarios, and with the demand for AI and Exascale supercomputing driving force, its customer base will further expand.