Subject


Supermicro


2024-08-13

[News] Quick Couplings’ Buying Surge Reportedly Leads to AI Server Component Shortage Brought up by Supermicro

AI server solution provider Supermicro, at its earnings call last week, revealed that the liquid cooling industry has been facing shortages for critical components, which further hinders its shipments. According to the latest report by the Economic Daily News, sources from the supply chain indicate ...

2024-08-07

[News] Supermicro’s Financial Results Reveal Profit Shortfall and Response to NVIDIA Delay Concerns

Super Micro Computer, Inc. (Supermicro), a provider of servers and storage solutions, released its financial results for the fourth quarter of the fiscal year 2024 (ending June 30, 2024) on August 6. The revenue increased by 143.6% year-over-year (37.9% quarter-over-quarter) to USD 5.31 billion. The...

2024-07-16

[News] NVIDIA’s H20 See Surge in Orders from Chinese CSPs as Momentum Continues in 2H

The heightened tensions between China and the U.S. are expected to escalate further. According to a report from Commercial Times, this has been reflected in the past quarter's increased demand for AI servers among Chinese Cloud Service Providers (CSPs) and enterprises. Following NVIDIA's recent r...

2024-07-02

[News] NVIDIA’s H200 Order Delivered from Q3, Boosting Server Supply Chain with Strong Demand

In late March, NVIDIA CEO Jensen Huang personally delivered the first high-end DGX H200 AI server to customer OpenAI. According to a report from Commercial Times, following this, the upstream chips for the H200 AI-GPU entered mass production in late Q2, with large-scale deliveries expected from Q3 o...

2024-06-05

[News] Supermicro President Charles Liang Bullish on Direct Liquid Cooling, Targeting a 15% Market Share within Next Year

Charles Liang, President and CEO of AI server giant Supermicro, delivered a keynote speech at COMPUTEX earlier today. According to a report from CNA, while expressing his optimism in expanding the company's market share in the Direct Liquid Cooling (DLC) field, Liang targets to capture a 15% market...

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