Supermicro posts strong AI earnings, but warns of Blackwell supply challenges
Claims to be the biggest global supplier of direct liquid cooling
Claims to be the biggest global supplier of direct liquid cooling
Deal could close as early as this month
Machine went offline on January 23
Investment will support expansion of Dammam data center
Fabs structurally sound but a “certain number” of wafers had to scrapped
The Nvidia H100 cluster is alive and kicking in Texas
The AI training processor will be fabricated using TSMC 3nm process
Company has also appointed new CFO and board member
Group plans to open a new R&D facility later this year
Hopes to fabricate chips able to operate in extreme environments
Company posted data center revenue of $3.86 billion in Q4 2024
Will help prepare Taiwan for AI era
Will use funds to deploy its optical networking solution in AI data centers
Second-highest annual revenue ever recorded by the company
Despite the downturn, company has received first two installments of CHIPS Act funding
Howard Lutnick says existing agreements should be honored, but review of scheme may be necessary
Can connect distances of up to 100 meters
Expects to see net sales increase again in Q1 2025
Has signed a lease to take over new building at Peterhouse Technology Park
Calls CHIPS Act ridiculous, claims chip companies told him they didn’t need the funding
Both companies said more details about the deployment would be revealed soon
The Chinese startup claims its model was trained for significantly less money than those developed by US labs
Details of the investment have not been disclosed
Investors include Synopsys and Intel Capital