Industry Overview - The data center cooling market is expected to grow at a CAGR of 12.8% from 2023 to 2030, driven by the demand for coolant architectures for AI and high-performance computing [1]. Company Analysis: Super Micro Computer (SMCI) - SMCI's server and storage revenues are significantly supported by its direct liquid cooling products, achieving a production volume of over 2000 DLC racks per month [3]. - The company launched DLC-2 technology in May 2025, which offers features such as water and space savings, noise reduction, and a potential reduction in electricity costs by up to 40% [4]. - SMCI is currently facing challenges, including delayed purchasing decisions from customers and margin contraction due to increased competition from established players like HPE and Dell Technologies [5]. - The Zacks Consensus Estimate for SMCI's fiscal 2025 earnings is $2.07 per share, reflecting a year-over-year decline of 6.3% [5][6]. Company Analysis: Vertiv (VRT) - Vertiv has a robust thermal management portfolio, providing various cooling solutions that optimize performance and power utilization [7]. - The company is projected to achieve 24.91% EPS growth in FY25, driven by strong demand for AI cooling solutions [7][10]. - Vertiv continues to invest in research and capacity expansion to meet the growing needs of AI infrastructure, including the development of high-density cooling solutions for NVIDIA's platforms [9]. - The Zacks Consensus Estimate for Vertiv's fiscal 2025 revenues is $9.52 billion, indicating year-over-year growth of 18.8%, with earnings estimated at $3.56 per share, reflecting a growth of 24.91% [10][11]. Stock Performance and Valuation - Year-to-date, shares of SMCI have increased by 65.2%, while VRT shares have gained 6.3% [12]. - SMCI is trading at a forward Price to Sales ratio of 1.01X, above its median of 0.83X, whereas VRT is trading at a forward sales multiple of 4.5X, higher than its median of 4.25X [13]. Conclusion - Both SMCI and VRT are benefiting from the growth in cooling technology due to AI workloads and high-performance computing [16]. - However, VRT's financial metrics suggest it is a stronger investment choice compared to SMCI, which currently holds a Zacks Rank of 3 (Hold) versus VRT's 2 (Buy) [16].

Core Insights - Super Micro Computer (SMCI) has introduced Direct Liquid-Cooled, Building Block Solutions (DCBBS) to enhance data center efficiency for AI and high-performance computing (HPC) workloads [1][8] - The DCBBS is designed to support higher-wattage CPUs and GPUs while minimizing reliance on traditional air-cooling systems [2] - The introduction of DCBBS is expected to drive revenue growth in SMCI's server and storage system segment, which has already seen a 19% year-over-year increase in Q3 of fiscal 2025 [3] Revenue Growth and Future Prospects - SMCI anticipates significant revenue contributions from DCBBS, with projected revenues of $22.12 billion in 2025 and $30.2 billion in 2026, reflecting year-over-year growth of 48% and 36.33% respectively [4] - The company is well-positioned to lead in the transition towards sustainable and high-performance data centers, capitalizing on the growing demand for AI and HPC infrastructure upgrades [4] Competitive Landscape - SMCI's DCBBS faces competition from Hewlett Packard Enterprise (HPE) and Dell Technologies, both of which offer liquid cooling solutions [5][6] - HPE provides liquid-cooled HPC and AI servers, while Dell's solutions are designed to be modular and customizable, enhancing deployment efficiency [6] - Despite the competition, SMCI's fully integrated, rack-scale, plug-and-play design offers a competitive advantage [6] Stock Performance and Valuation - SMCI shares have increased by 46.7% year-to-date, outperforming the Zacks Computer-Storage Devices industry, which grew by 2.8% [7] - The company trades at a forward price-to-sales ratio of 0.85X, significantly lower than the industry average of 1.7X, indicating potential undervaluation [9] Earnings Estimates - The Zacks Consensus Estimate for SMCI's fiscal 2025 earnings suggests a year-over-year decline of 6.33%, while fiscal 2026 estimates indicate a growth of 35.75% [10] - Recent revisions in earnings estimates for fiscal 2025 and 2026 have been downward in the past 60 days [10]

Advanced power management system will meet accelerating energy needs of data centers and cryptocurrency mining operations with real-time optimization, reduced peak loads and fast frequency response Fort Lauderdale, FL, June 25, 2025 (GLOBE NEWSWIRE) -- MARA (NASDAQ: MARA), a leading digital energy and infrastructure company, and TAE Power Solutions, a company commercializing proprietary power management systems derived from fusion energy research, today announced a strategic collaboration to jointly develop ...

Sonim Technologies Signs Letter of Intent for Reverse Takeover with a Full Stack A.I. Factory Provider The Integrated Solution Supports the Explosion of AI Workloads with Owned and Operated Data Centers with Dedicated Power Generation June 25, 2025 8:00 AM EDT | Source: Sonim Technologies, Inc. San Diego, California--(Newsfile Corp. - June 25, 2025) - Sonim Technologies, Inc. (NASDAQ: SONM), a leading provider of rugged mobile solutions, today announced the signing of a non-binding Letter of Intent (LOI) fo ...

The Zacks Building Products - Air Conditioner & Heating industry is well-positioned for long-term growth, supported by rising demand for energy-efficient solutions and smarter climate control technologies. Companies across the sector are capitalizing on favorable policy trends and sustainability goals, with increasing investment in digitalization, system upgrades, and green retrofits. Leading companies like Carrier Global Corporation (CARR) and Comfort Systems USA, Inc. (FIX) are actively leveraging this en ...

Media Contact Treble McKenzie Covell accelsius@treblepr.com The showroom features floor-to-ceiling windows overlooking the London skyline. More than 150 customers from around 40 global organizations are expected to attend the opening, reflecting the growing interest in liquid cooling as a sustainable and high-performance alternative to traditional air cooling. Accelsius' two-phase liquid cooling system, which uses a dielectric refrigerant to enable superior heat removal, is designed to meet the evolving dem ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源：内容 编译自 servethehome 。 Cornelis Networks 在英特尔剥离 Omni-Path 技术后接手了这项技术，如今该公司推出了新一代 400Gbps 产品。Cornelis CN5000 将 400Gbps Omni-Path技术带入人工智能和高性能计算 (HPC) 市场。同时，该公司分享了未来愿景，计划在下一代产品中采用 UltraEthernet 技术。 400Gbps 网络发展迅速。其中一大推动力是人工智能的扩张。更快的 AI 网络意味着大量 GPU 可 以更快地发送和接收任务，从而获得更高的利用率。没有什么比能够提高数十亿美元 GPU 的利用 率更能体现投资回报率了。 新款 Cornelis CN5000 采用 400G SuperNIC 设计（SuperNIC 也是NVIDIA和其他公司使用过的 术语）。它可以连接到 48 端口交换机或最多 576 端口的导向器交换机。Cornelis 为生态系统制 造了 SuperNIC 和交换机 ASIC。 这一代的导向器级交换机不仅采用风冷，还配备了液冷版本。我们听到多家大型AI公司讨 ...

Viavi Solutions, Inc. (VIAV) recently announced that it is collaborating with 3-GIS, a prominent provider of fiber network design and management software, to enhance enterprises’ fiber fault detection capabilities. Fiber networks now serve as the backbone of data communications. As the industry moves toward adopting advanced AI and cloud-native applications, the role of high-quality fiber connections has become paramount. Any minor issues can significantly impact service quality, affecting the end-user expe ...

Originally planned as a $4.6 billion full acquisition in August 2023, AMD has now opted to divest ZT's manufacturing operations to Sanmina for $3 billion, while retaining ZT's 1,200-person engineering team. Banking giant Citi has named chipmaker Advanced Micro Devices (NASDAQ: AMD) better positioned to challenge industry leader Nvidia (NASDAQ: NVDA) following recent strategic developments. In an investor note on May 20, Citi analyst Christopher Danely reaffirmed his 'Neutral' rating on AMD, maintaining a pr ...

Core Insights - AEM Holdings Ltd. collaborates with Intel Foundry to enhance access to System-Level Test (SLT) and Burn-In capabilities for advanced computing devices, aiming to accelerate time-to-market for fabless customers [1][2][5] Group 1: Collaboration Details - The partnership leverages decades of collaboration to create a mature SLT and Burn-In ecosystem, essential for high-performance computing (HPC) and artificial intelligence (AI) applications [1][2] - AEM provides device-specific configurable test units, advanced handlers, and software support, complementing Intel Foundry's services such as factory automation and test program development [3][9] Group 2: Customer Benefits - Key benefits for customers include enhanced test coverage, reduced capital expenditure, and faster time-to-market, supported by a scalable platform and local engineering teams [5][6][9] - The collaboration aims to meet rising performance demands and facilitate chiplet-based architectures, ensuring reliability for AI and HPC applications [5][6] Group 3: Company Overview - AEM Holdings Ltd. is a global leader in test innovation with a presence across Asia, Europe, and the United States, offering comprehensive semiconductor and electronics test solutions [7][8]