Super Micro Computer (SMCI) Tries To Reset The Narrative Around Its Delayed Annual Report Filing Saga By Announcing That It Is Now Delivering 100,000 Liquid-Cooled GPUs To “AI Factories” Every Quarter

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Super Micro Computer (SMCI) is in an unenviable position right now: its fundamental business metrics continue to improve at an astounding scale but the ensuing euphoria is heavily tempered by the company's ongoing delays in filing the requisite annual report for FY 2024. As speculation mounts in the wake of a high-profile short research report, the stock has remained largely flat since the 28th of August, when the filing delay was first announced.

Super Micro Computer (SMCI) Has Delivered "Over 2,000 Liquid Cooled Racks Delivered Since June 2024"

Perhaps in a bid to reset the narrative, Super Micro Computer has now announced "a complete liquid cooling solution that includes powerful Coolant Distribution Units (CDUs), cold plates, Coolant Distribution Manifolds (CDMs), cooling towers and end to end management software." According to the company, this integrated offering reduces energy and 0-day hardware acquisition costs.

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In what constitutes a critically important announcement, the company noted in its press release:

For the benefit of those who might not be aware, a single AI GPU rack can generate around 100kW of heat, which necessitates integrated cooling solutions. Incidentally, these cooling solutions can also allow for a more dense deployment of GPUs within a given data center space.

SMCI Has Yet To File Its 2024 Annual Report

Back in August, Hindenburg Research had leveled hard-hitting allegations against Super Micro Computer, asserting among other things that the company engages in distribution channel stuffing by pushing products to distributors based on artificially inflated demand forecasts, undertakes partial shipments to meet specific sales targets and