Super Micro Computer (SMCI) has launched its SMCI Direct Liquid-Cooled, Building Block Solutions (DCBBS), designed to enhance thermal performance and energy efficiency for artificial intelligence (AI) and high-performance computing (HPC) workloads. This move comes as data centers increasingly shift away from traditional air cooling to address the demand for higher-wattage CPUs and GPUs.
In Q3 of fiscal 2025, SMCI’s server and storage system segment reported a 19% year-over-year revenue growth, driven by the production of over 2,000 direct liquid cooling racks per month. The company anticipates its DCBBS will contribute significantly to revenue growth, with projections indicating expected revenues of $22.12 billion in 2025 and $30.2 billion in 2026, representing year-over-year growth of 48% and 36.33%, respectively.
SMCI is currently facing competition from Hewlett Packard Enterprise (HPE) and Dell Technologies (DELL), both of which offer liquid cooling solutions. However, SMCI’s fully integrated, rack-scale design may provide a competitive advantage in the market.
