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Here’s What Blackwell Portfolio Expansion Means for Super Micro Computer (SMCI)

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 Data Center Cooling Companies to Invest In. On December 9, the company expanded its NVIDIA Blackwell Portfolio by introducing new 4U and 2-OU (OCP) liquid-cooled NVIDIA HGX B300 systems. These products are designed to deliver power efficiency and exceptional GPU density for the AI factory deployments and hyperscale data centers.

Super Micro Computer Inc. developed these platforms to target customer needs for higher efficiency, lower cost, and serviceability. Data centers can save up to 40% on power by leveraging DLC-2 technology stack. Moreover, data centers can also reduce their water usage with warm 45°C water operation. It would help them remove the need for the compressors and chilled water in data centers. These new systems are provided as fully tested, ready-to-use L11 and L12 racks, enabling enterprise, federal, and hyperscaler customers to deploy their data centers faster.

Charles Liang, president and CEO of Supermicro, highlighted this development by saying:

“With AI infrastructure demand accelerating globally, our new liquid-cooled NVIDIA HGX B300 systems deliver the performance density and energy efficiency that hyperscalers and AI factories need today, We’re now offering the industry’s most compact NVIDIA HGX B300 solutions—achieving up to 144 GPUs in a single rack—while reducing power consumption and cooling costs through our proven direct liquid-cooling technology. Through our DCBBS, this is how Supermicro enables our customers to deploy AI at scale: faster time-to-market, maximum performance per watt, and end-to-end integration from design to deployment.”

Super Micro Computer Inc. (NASDAQ:SMCI) is a seller and developer of server and storage solutions. It provides liquid and air-cooled AI servers, SuperStorage systems, MicroCloud server systems, embedded (5G/IoT/Edge) systems, and others. The firm serves artificial intelligence, edge computing, 5G, enterprise data centers, and cloud computing markets.

While we acknowledge the risk and potential of SMCI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SMCI and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT:  Cathie Wood’s Stock Portfolio: Top 10 Stocks to Buy and 30 Most Fantastic Stocks Every Investor Should Pay Attention To.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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