TLDR:
- Super Micro Computer reported strong shipments of GPUs driven by AI demand
- The company deployed 100,000 GPUs with liquid cooling to major AI factories
- Super Micro introduced new liquid cooling products to help AI firms reduce energy costs
- CEO Charles Liang stated data centers are turning to Super Micro for technical and financial goals
- Super Micro stock surged over 15% on the news, reclaiming its 21-day moving average
Super Micro Computer, a leading server manufacturer, has reported a significant increase in GPU shipments, driven by the growing demand for artificial intelligence (AI) capabilities.
The company announced that it is currently shipping over 100,000 graphics processing units (GPUs) per quarter, a clear indication of the booming AI market and its impact on hardware suppliers.
In a recent statement, Super Micro revealed that it had “recently deployed” 100,000 GPUs with liquid cooling solutions to “some of the largest AI factories ever built.” This deployment showcases the company’s ability to meet the increasing demand for high-performance computing solutions required by AI applications.
The surge in GPU shipments has had a positive effect on Super Micro’s stock performance. On Monday, October 7, 2024, the company’s shares soared by 15.79%, closing at $47.74. This significant jump helped the stock reclaim its 21-day moving average, marking a strong comeback after a period of uncertainty.

Super Micro’s CEO, Charles Liang, emphasized the company’s focus on innovation, particularly in the area of cooling solutions for data centers. Liang stated,
“Super Micro continues to innovate, delivering full data center plug-and-play rack scale liquid cooling solutions.”
He added that “state-of-the-art” data center operators are turning to Super Micro Computer’s products to meet their technical and financial goals.
The company also announced a new lineup of direct liquid cooling products for servers, which it claims can help AI firms reduce their energy costs.
This development is particularly important as the energy consumption of large-scale AI operations becomes an increasing concern for both environmental and economic reasons.
Super Micro’s strong performance comes at a time when the AI industry is experiencing rapid growth. The demand for powerful computing resources to train and run AI models has led to the construction of massive data centers, often referred to as “AI factories.” Super Micro’s ability to supply these facilities with the necessary hardware positions it as a key player in the AI infrastructure market.
The news of Super Micro’s GPU shipments and stock performance is particularly noteworthy given recent challenges faced by the company.
Late last month, Super Micro’s stock had crashed following a report that it was the target of a Justice Department investigation into alleged accounting irregularities. However, the latest announcement seems to have reassured some investors about the company’s business fundamentals.
While Super Micro has provided this update on its GPU shipments and liquid cooling solutions, the company has yet to file its delayed 10-K annual report. This delay has raised some questions among investors and analysts about the company’s accounting practices and business results.
Despite these concerns, the strong demand for Super Micro’s products, particularly in the AI sector, appears to be driving the company’s growth. The increasing adoption of AI technologies across various industries suggests that this demand is likely to continue in the near future.
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