This may be one of the most important AI infrastructure trends to watch right now.
AI chips are getting hotter and more power-hungry, and liquid cooling is rapidly moving from optional to essential.
TrendForce expects liquid-cooling penetration in AI chips to reach 33% in 2025, 53% in 2026, and 60% in 2027.
Now look where Supermicro sits.
Cisco just expanded its Secure AI Factory with NVIDIA through a partnership with $SUPER MICRO COMPUTER INC(SMCI)$ , combining Cisco networking with Supermicro's liquid-cooled GPU servers and rack-to-fabric cooling.
And this isn't just about today's GPUs. The infrastructure is designed to support NVIDIA's next-generation Vera Rubin NVL72 and HGX Rubin NVL8 platforms.
That's a big deal. As GPU density rises, the bottleneck increasingly becomes power, cooling, and rack-level engineering, which is exactly where Supermicro has invested heavily.
The AI boom isn't only about selling more chips anymore. It's about rebuilding the entire data center around them.
$NVIDIA(NVDA)$ makes the compute. $Cisco(CSCO)$ connects it. $SUPER MICRO COMPUTER INC(SMCI)$ helps package, cool, and deploy it at scale.
The market is still figuring out how valuable that position could become. I'm extremely bullish on where $SUPER MICRO COMPUTER INC(SMCI)$ sits in this AI infrastructure cycle.
$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ $Cisco(CSCO)$ $Advanced Micro Devices(AMD)$ $Alphabet(GOOG)$
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