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這不是投資建議。作者在提到的任何股票中都沒有立場。 WCCFTECH.com有披露和道德政策。
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.
考慮到整個科技大道的屠殺,超級微型計算機(NASDAQ:SMCI)今年到目前為止仍在增加6%。不足為奇,因此,高盛(Goldman Sachs)最近將SMCI加冕為五金球體中的“表現最好的股票”。
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.
如今,Super Micro Computer正在推出另一個出色的開發,這次是基於NVIDIA的B200 GPU的尖端系統的AI性能領導力。
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.”
為了機智,超級微型計算機聲稱,基於NVIDIA的HGX B200 8-GPU,其“ 4U液冷和10U氣冷系統”的表現是Llama2-70b和Llama3.1-405b Bcharkss的Llama2-70b和Llama2-70B和Llama3.1-405b Bchchmarks的3倍以上(令牌/s)的代幣(令牌/s)。
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”
相關故事:Loop Capital:Apple為NVIDIA的GB300NVL72下達價值約10億美元的訂單,超級微型計算機(SMCI)和Dell被聘為“關鍵服務器合作夥伴”
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還指出,在操作邊緣,超級氣冷B200系統表現出與液冷B200系統相同的性能水平。
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.”
Super Micro Computer的NVIDIA HGX B200系統具有新開發的冷板和250kW冷卻液配電單元。這些新設計具有垂直冷卻液分配歧管,不再佔用寶貴的機架空間,可以使“八個系統,包括64個NVIDIA BLACKWELL GPU,在42U機架中,最多12個系統,具有96個Nvidia Blackwell GPU的52U架子。”
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.
該公司補充說,新型的氣冷10U NVIDIA HGX B200系統具有重新設計的底盤,並帶有擴展的熱淨空,可容納八個1000W TDP Blackwell GPU。最多可以在機架中安裝並完全集成新的10U氣冷系統,與上一代相同的密度相同,同時提供高達15倍的推理和3倍的培訓性能。
For the benefit of those who might not be aware, U is a standard measurement of server heights, where 1U equals 1.75 inches.
對於那些可能不知道的人的好處,U是對服務器高度的標準測量,其中1U等於1.75英寸。
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.
Loop Capital最近透露,Apple已正式進入“大型服務器群集Gen Gen Gen Gen”遊戲,“ Siri Kerfuffle”促使該公司的策略變更,該公司現在似乎有利於Nvidia的商業GPU。
“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.”
“ AAPL [Apple]正在以〜1.0B $ 1.0B的GB300NVL72(OR約250台服務器的價格為370萬美元 - 每台400萬美元)下達訂單。
This order represents another win for Super Micro Computer and Dell, both of whom are currently the leading suppliers of AI server racks.
該訂單代表了超級微型計算機和戴爾的另一場胜利,他們目前都是AI服務器機架的領先供應商。
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