If there was ever a demonstration of Jevons' paradox, it's the supercomputing sector. According to this law of economics, ...
This article downgrades my rating for Super Micro Computer stock to hold. Two considerations motivated this downgrade: drastic valuation expansion and intensifying competition in liquid cooling ...
Without cooling, data centres fall over. In November, a cooling system failure at a data centre in the US sent financial ...
Ireland has taken a significant step forward in next-generation AI and high-performance computing, with the deployment of the country’s first liquid-cooled NVIDIA HGX B200 supercomputer at CloudCIX’s ...
SMCI just reported ramp up of liquid cooling racks. The combination of these racks with NVDA’s Blackwell AI chips is a catalyst that the market has not factored in. This combination could drastically ...
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 Data Center Cooling Companies to Invest In. On December 9, the ...
The big picture: As artificial intelligence and high-performance computing continue to drive demand for increasingly powerful data centers, the industry faces a growing challenge: how to cool ...
Walk into a typical data center and one of the first things that jumps out at you is the noise—the low, buzzing sound of thousands of fans: fans next to individual computer chips, fans on the back ...
Supermicro sees AI revenue jump to 70% of sales as analyst highlights edge in innovation, cooling tech, and time-to-market strength Analyst sees Supermicro's liquid cooling at scale and AI-ready ...