定制化液冷系统
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锁定英伟达量产红利:超微电脑(SMCI.US)扩大 Vera Rubin 液冷支持
Zhi Tong Cai Jing· 2026-01-06 12:13
Core Viewpoint - Supermicro (SMCI.US) is expanding its liquid cooling AI infrastructure to accelerate the delivery of data center solutions tailored for NVIDIA's (NVDA.US) Vera Rubin platform, which has entered full-scale production [1][2]. Group 1: Company Developments - Supermicro announced the launch of customized liquid cooling systems for the Vera Rubin NVL72 and HGX Rubin NVL8 architectures, addressing the high power consumption and thermal density of AI clusters [1]. - The company confirmed the expansion of its manufacturing facilities in the U.S. to ensure the timely delivery of the Vera Rubin platform in the second half of 2026 [1]. Group 2: Industry Collaboration - Supermicro's long-term partnership with NVIDIA and its agile building block solutions enable faster market deployment of cutting-edge AI platforms compared to competitors [2]. - The company's data center building block solutions, combined with advanced direct liquid cooling technology, leverage domestic design and manufacturing capabilities to accelerate the deployment of next-generation liquid cooling AI infrastructure [2]. Group 3: Market Reaction - As of the report, Supermicro's stock rose over 1%, trading at $30.39 [3].