Super Micro Computer (NASDAQ: SMCI) Crowns NVIDIA HGX B200 Systems as the "Best Performing Stock" in Hardware

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Super Micro Computer (NASDAQ:SMCI) is surprisingly still up 6 percent so far this year, considering the ongoing carnage across the tech avenue. It is hardly a surprise, therefore that Goldman Sachs recently crowned SMCI as the “best performing stock” in the hardware sphere.

Super Micro Computer (NASDAQ:SMCI) is surprisingly still up 6 percent so far this year, considering the ongoing carnage across the tech avenue. It is hardly a surprise, therefore that Goldman Sachs recently crowned SMCI as the “best performing stock” in the hardware sphere.

Today, Super Micro Computer is out with another stellar development, this time touting the AI performance leadership of its cutting-edge systems that are based on NVIDIA’s B200 GPU.

Today, Super Micro Computer is out with another stellar development, this time touting the AI performance leadership of its cutting-edge systems that are based on NVIDIA’s B200 GPU.

To wit, Super Micro Computer claims that its “4U liquid-cooled and 10U air-cooled systems,” based on NVIDIA’s HGX B200 8-GPU, “demonstrated more than 3 times the tokens per second (Token/s) generation for Llama2-70B and Llama3.1-405B benchmarks compared to H200 8-GPU systems.”

Related Story: Loop Capital: Apple Is Placing ~ $1 Billion Worth Of Orders For NVIDIA’s GB300NVL72, With Super Micro Computer (SMCI) And Dell Tapped As “Key Server Partners”

Supermicro also noted that within the operating margin, the Supermicro air-cooled B200 system exhibited the same level of performance as the liquid-cooled B200 system.

Supermicro also noted that within the operating margin, the Supermicro air-cooled B200 system exhibited the same level of performance as the liquid-cooled B200 system.

Super Micro Computer’s NVIDIA HGX B200 systems feature newly developed cold plates and a 250kW coolant distribution unit. These new designs feature vertical coolant distribution manifolds that no longer take up valuable rack space, enabling “eight systems, comprising 64 NVIDIA Blackwell GPUs in a 42U rack, and up to 12 systems with 96 NVIDIA Blackwell GPUs in a 52U rack.”

The company added that the new air-cooled 10U NVIDIA HGX B200 system features a redesigned chassis with expanded thermal headroom to accommodate eight 1000W TDP Blackwell GPUs. Up to 4 of the new 10U air-cooled systems can be installed and fully integrated in a rack, the same density as the previous generation, while providing up to 15x inference and 3x training performance.

The company added that the new air-cooled 10U NVIDIA HGX B200 system features a redesigned chassis with expanded thermal headroom to accommodate eight 1000W TDP Blackwell GPUs. Up to 4 of the new 10U air-cooled systems can be installed and fully integrated in a rack, the same density as the previous generation, while providing up to 15x inference and 3x training performance.

For the benefit of those who might not be aware, U is a standard measurement of server heights, where 1U equals 1.75 inches.

For the benefit of those who might not be aware, U is a standard measurement of server heights, where 1U equals 1.75 inches.

Loop Capital recently disclosed that Apple has officially entered the “large server cluster Gen AI game,” with the “Siri kerfuffle” prompting a strategy change at the company that now seemingly favors NVIDIA’s commercial GPUs.

“AAPL [Apple] is in the process of placing orders for ~ $1.0B of GB300NVL72’s (or ~250 servers at $3.7M - $4.0M each) comprised of both SMCI [Super Micro Computer] & DELL.”

This order represents another win for Super Micro Computer and Dell, both of whom are currently the leading suppliers of AI server racks.