Core Insights - Super Micro Computer, Inc. (SMCI) has announced advancements in its Direct Liquid Cooling (DLC) solution, which significantly enhances cooling efficiency for AI and data center applications [1][2][3] Group 1: Technology Improvements - The new DLC-2 solution can reduce data center power consumption by up to 40% compared to traditional air-cooled systems [1][2] - The solution allows for higher liquid inflow temperatures, accommodating up to 45°C, which eliminates the need for chilled water and reduces water consumption by up to 40% [5][7] - The design includes comprehensive cold plate coverage for various components, which lowers fan speeds and reduces noise levels to approximately 50dB [1][7] Group 2: Cost Efficiency - The total cost of ownership for data centers utilizing the DLC-2 solution can decrease by up to 20% [1][2] - The innovative design and efficient liquid circulation enable faster deployment and reduced time-to-online for AI infrastructure [1][7] Group 3: System Specifications - The new architecture features a GPU-optimized server that includes eight NVIDIA Blackwell GPUs and two Intel® Xeon® 6 CPUs within a compact 4U rack height [3] - The in-rack Coolant Distribution Unit (CDU) can remove up to 250kW of heat per rack, enhancing overall cooling capacity [4] Group 4: Market Positioning - Supermicro aims to make liquid cooling more accessible, targeting a market where liquid-cooled data centers are expected to account for 30% of all installations [2][6] - The company provides a comprehensive suite of solutions, including liquid-cooling technologies, networking, and data center management software [7][9]