超级微型计算机（NASDAQ：SMCI）冠冕NVIDIA HGX B200系统是硬件中的“最佳性能库存”

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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.

考虑到整个科技大道的屠杀，超级微型计算机（NASDAQ：SMCI）今年到目前为止仍在增加6％。不足为奇，因此，高盛（Goldman Sachs）最近将SMCI加冕为五金球体中的“表现最好的股票”。

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正在推出另一个出色的开发，这次是基于NVIDIA的B200 GPU的尖端系统的AI性能领导力。

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.”

为了机智，超级微型计算机声称，基于NVIDIA的HGX B200 8-GPU，其“ 4U液冷和10U气冷系统”的表现是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）的代币（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”

相关故事：Loop Capital：Apple为NVIDIA的GB300NVL72下达价值约10亿美元的订单，超级微型计算机（SMCI）和Dell被聘为“关键服务器合作伙伴”

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还指出，在操作边缘，超级气冷B200系统表现出与液冷B200系统相同的性能水平。

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系统具有新开发的冷板和250kW冷却液配电单元。这些新设计具有垂直冷却液分配歧管，不再占用宝贵的机架空间，可以使“八个系统，包括64个NVIDIA BLACKWELL GPU，在42U机架中，最多12个系统，具有96个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.

该公司补充说，新型的气冷10U NVIDIA HGX B200系统具有重新设计的底盘，并带有扩展的热净空，可容纳八个1000W TDP Blackwell GPU。最多可以在机架中安装并完全集成新的10U气冷系统，与上一代相同的密度相同，同时提供高达15倍的推理和3倍的培训性能。

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

对于那些可能不知道的人的好处，U是对服务器高度的标准测量，其中1U等于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已正式进入“大型服务器群集Gen Gen Gen Gen”游戏，“ Siri Kerfuffle”促使该公司的策略变更，该公司现在似乎有利于Nvidia的商业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约250台服务器的价格为370万美元 - 每台400万美元）下达订单。

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

该订单代表了超级微型计算机和戴尔的另一场胜利，他们目前都是AI服务器机架的领先供应商。