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Supermicro Stock Gains After Announcing Shipments of Nvidia Vera Rubin Racks
Super Micro Computer (NASDAQ: SMCI) shares gained 1.7% in Wednesday trading following the company's announcement that it has begun shipping server racks equipped with Nvidia's next-generation Vera Rubin platform. The news signals that the latest in high-performance AI hardware is beginning to reach customers, reinforcing Supermicro's key role in the AI supply chain.
Next-Generation AI Racks Deployed
Supermicro announced it is shipping the NVIDIA Vera Rubin NVL72 racks, which are integrated with the company's own Data Center Building Block Solutions (DCBBS) and direct liquid cooling technology. The company stated that these systems are designed to support large-scale AI computing infrastructure.
Each liquid-cooled rack is a high-density unit containing:
- 72 NVIDIA Rubin GPUs
- 36 NVIDIA Vera CPUs
- 20.7 TB of HBM4 memory
- Up to 54 TB of LPDDR5X memory
AdFocus on Liquid Cooling and Scalability
The NVIDIA Vera Rubin platform was specifically designed to leverage direct liquid cooling to achieve power and thermal efficiency levels that are not possible with traditional air cooling. Supermicro highlighted its in-house manufacturing of liquid cooling components, including cold plates, manifolds, and cooling distribution units (CDUs).
According to the announcement, the company's in-row CDUs are rated at 1.8MW per unit and are deployed with N+1 redundancy for reliability. Supermicro's DCBBS blueprint outlines a bill of materials for deployments ranging from 5 MW to gigawatt scale, with a single Scalable Unit containing 1,152 GPUs. The company also provides comprehensive integration and deployment services, validating each full liquid-cooled rack before it is shipped.
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