
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
Company says it can support chips up to 500W
Company wants to meet AI demand from Chinese clients
Claims solution will take a year of typical build time
Company to support workloads up to 150kW at 170 locations
As chip TDPs get higher, air cooling won't cut it
Terms of deal not shared