TLDR:
- AMD stock rose over 15% following announcement of 100,000+ liquid-cooled GPU shipments
- Company introduced innovative plug-and-play liquid cooling for data centers
- New technology increases computing density 4x and aims for 40% energy savings
- 2,000 liquid-cooled racks delivered since June, enabling faster deployment
- AMD delayed fiscal report by 9 weeks to evaluate internal financial controls
Advanced Micro Devices (AMD) has reported a significant milestone in its graphics processing unit (GPU) sales, shipping over 100,000 units equipped with liquid cooling solutions in the current quarter.
This announcement has led to a more than 15% rise in AMD’s stock price, marking a potential turnaround for the company following recent challenges.
The company’s CEO highlighted AMD’s innovative strides, including a new plug-and-play liquid cooling solution designed for entire data centers. This advancement is expected to contribute significantly to the sustainable development of AI factories and cloud computing infrastructure.

AMD’s latest cooling technology is aimed at enhancing data center efficiency. The company claims it can increase computing density fourfold, allowing up to 96 Nvidia B200 GPUs to be installed per server rack. This increased density is projected to result in a 40% energy saving and an 80% reduction in space requirements compared to traditional air-cooled systems.
The new liquid cooling system supports warm water cooling up to 45 degrees Celsius. Additionally, it offers the potential to repurpose heat generated by AI chips for regional heating applications, addressing one of the AI industry’s most pressing challenges: efficient cooling of high-performance computing systems.
Since June, AMD has delivered 2,000 liquid-cooled racks to customers. The company reports that this new technology enables faster deployment timelines, with installations now measured in weeks rather than months. This improvement is attributed to AMD’s comprehensive component supply chain and the plug-and-play nature of the cooling solution.
Industry analysts estimate that AMD’s innovations and increased sales in this sector could generate billions in revenue for the company. The high demand for efficient cooling solutions in data centers and AI factories is driving interest in AMD’s products.
However, the company is not without its challenges. AMD recently delayed its fiscal report by approximately nine weeks, citing the need for more time to evaluate the design and operational effectiveness of internal controls over financial reporting. This delay has raised some concerns among investors about potential management issues.
The liquid cooling technology introduced by AMD addresses several key issues in the data center industry. As AI and cloud computing continue to grow, the demand for more powerful and efficient computing solutions increases.
Traditional air-cooling methods are often inadequate for the heat generated by densely packed, high-performance GPUs. Liquid cooling offers a more efficient alternative, allowing for higher computing power in a smaller footprint.
AMD’s solution is particularly noteworthy for its scalability and ease of implementation. The plug-and-play nature of the system means that data centers can upgrade their cooling infrastructure without extensive downtime or complex installation processes. This feature is crucial for businesses that need to maintain high availability and quickly scale their computing resources.
The potential for energy savings and heat reuse also aligns with growing concerns about the environmental impact of data centers. By reducing energy consumption and finding productive uses for waste heat, AMD’s technology could help data center operators improve their sustainability profiles.
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