AI
AI Makes Liquid Cooling Normal – And Necessary – Again
All trends with AI point up and to the right, and usually pretty sharply. …
Supermicro
Compute
Supermicro Financials Get Better As The Company Gets Bigger
It’s still Ketchup Week here at The Next Platform, and we are going to be circling back to look at the financials of a number of bellwether datacenter companies that we could not get to during a number of medical crisis – including but not limited to our family catching COVID when we took a week of vacation at a lake in Michigan. …
Compute
Supermicro Finally Mints Some Coin Peddling Rackscale Iron
With new generations of GPUs and other kinds of AI accelerators either shipping or soon to start shipping and new CPUs also soon to be available from Intel and AMD, and sales already at a historical high level at Supermicro, you might not be expecting for sales to bust through a whole new higher ceiling starting in the next quarter. …
Compute
Mixed Results For The Datacenter Thundering Thirteen In Q4
We have been tracking the financial results for the big players in the datacenter that are public companies for three and a half decades, but starting last year we started dicing and slicing the numbers for the largest IT suppliers for stuff that goes into datacenters so we can give you a better sense what is and what is not happening out there. …
Compute
Supermicro Racks Up The AI Servers And Rakes In The Big Bucks
It was only six months ago when we were talking about how system maker Supermicro was breaking through a $10 billion annual revenue run rate and was setting its sights on a $20 billion target. …
Compute
Datacenter Infrastructure Report Card, Q3 2023
It is hard to keep a model of datacenter infrastructure spending in your head at the same time you want to look at trends in cloud and on-premises spending as well as keep score among the key IT suppliers to figure out who is winning and who is losing. …
Compute
Supermicro Racks Up The System Revenues
There is wracking up the money, and racking up the servers – and Supermicro, which is sometimes an OEM and sometimes an ODM as well as a motherboard and component supplier to those who want to be either, is doing both here at the beginning of its fiscal 2024 year. …
Compute
Supermicro At 30: From Designing AI Chips To Selling AI Systems
There is something about late September. Nvidia was founded 30 years ago on Tuesday this week, Google was founded 25 years ago on Wednesday, and Supermicro was founded 30 years ago today. …
Compute
Supermicro Sets Its Sights On $20 Billion Business
Only a few years ago, motherboard and system maker Supermicro set a target of breaking through $10 billion in sales, and thanks to the explosion in systems for training and inference for AI applications, it looks like the company is going to bust through that goal in its fiscal 2025 ending next June. …
Compute
No Server Recession At Lenovo And Supermicro So Far
We think that server spending is a leading indicator of economic growth or decline, and we are tracking the public companies that peddle systems to try to get a sense of how they are doing to get a better sense of what enterprises, governments, academic institutions, and other organizations separate from the hyperscalers and cloud builders, the latter of which comprise around half of server shipments and slightly less than half of server spending. …