Liquid cooling one of many focuses at Supermicro summit – News

As enterprises accelerate their adoption of AI, the need for flexible infrastructure supporting everything from training to inference and core to edge has never been greater. Scalable deployments now depend on modular design, liquid cooling and deep integration with next-generation silicon across the global technology ecosystem.

For Super Micro Computer Inc., this new environment doesn’t require any adaptation since the company has a long history of creating open solutions and working with leading technology partners throughout its 31-year history’s. The upcoming Supermicro Open Storage Summit event series continues this tradition and serves as a platform to explore a wide variety of subjects, according to theCUBE Research managing director and principal analyst Rob Strechay.

“At the Supermicro Open Storage Summit, we’re not just discussing hardware; we’re exploring how open, scalable storage architectures redefine AI, cloud and edge innovation. You’ll take away a clearer vision and practical steps to accelerate your transformation,” Strechay said.

The event series will explore how Supermicro’s storage systems enable scalable AI deployments and how deep integration with Nvidia Corp., Advanced Micro Devices Inc., Intel Corp. and other technology partners accelerates performance. Join theCUBE, News Media’s livestreaming studio, from August 12 to 28 for our coverage of the Supermicro Open Storage Summit event. (* Disclosure below.)

Analysts bullish as Supermicro leans into AI surge

In a May research note, Raymond James analysts identified Supermicro as a top player in “AI-optimized infrastructure,” issuing a buy rating on the stock. Earlier this year, Supermicro forecast accelerated enterprise adoption of its direct-liquid cooling systems in upcoming quarters.

That momentum reflects Supermicro’s growing role in the artificial intelligence boom, fueled by soaring demand for Nvidia GPUs that power its servers. It remains one of the few server makers with access to the latest chips from Nvidia, AMD and Intel Corp.

Supermicro Chief Executive Officer Charles Liang told analysts on an earnings call earlier this year that growing adoption of the company’s direct-liquid cooling technology in data centers could drive annual revenue to at least $40 billion in fiscal 2026, ending mid-next year. The bold forecast surprised Wall Street, which had expected just $29.18 billion, and Liang added that $40 billion is a conservative estimate based on current demand, backlog and existing sales commitments.

“I hope we can grow even more than that,” Liang told analysts on the call.

Pushing liquid cooling forward

In recent months, Supermicro has sought to expand its AI infrastructure portfolio, ramp up support for next-generation Nvidia, AMD and Intel platforms, and strengthen its position through strategic partnerships. That includes a June announcement that saw the company unveil more than 30 air- and liquid-cooled systems built for Nvidia Blackwell GPUs, aimed at accelerating the deployment of enterprise AI factories across Europe.

“With our first-to-market advantage and broad portfolio of Nvidia Blackwell solutions, Supermicro is uniquely positioned to meet the accelerating demand for enterprise AI infrastructure across Europe,” Liang said in a June statement. “Our collaboration with Nvidia, combined with our global manufacturing capabilities and advanced liquid cooling technologies, enables European organizations to deploy AI factories with significantly improved efficiency and reduced implementation timelines.”

The company was also recently boosted after landing a major contract with Humain, a newly launched AI company backed by Saudi Arabia’s Public Investment Fund. For its plans to become an artificial intelligence hub for the Middle East region, Humain will need to build dozens of data centers.

Supermicro also recently detailed its next-generation DLC-2 liquid cooling solution, designed to reduce data center power usage by up to 40% and total cost of ownership by up to 20% while also cutting water consumption and noise levels. In developing the liquid cooling plan, the company realized that current technologies were insufficient to cool new AI-optimized systems, according to Liang.

“Supermicro continues to remain committed to innovation, green computing and improving the future of AI by significantly reducing data center power and water consumption, noise and space. Our latest liquid cooling innovation, DLC-2, saves data center electricity costs by up to 40%,” Liang said in May.

Next-gen storage for AI

During the Supermicro Open Storage Summit event series, industry experts will dive into how storage technologies are supporting the next wave of enterprise AI. Topics will include inference at scale, generative AI infrastructure, RAG and agentic AI use cases, tiered storage strategies, storage-as-a-service for CSPs and modern data lakehouse architectures.

“If you care about how open storage will drive AI and next‑gen workloads, the Supermicro Open Storage Summit is a must,” Strechay said. “You’ll discover the breakthroughs and partnerships that are setting the pace for the entire industry.”

Discussions will highlight how Supermicro differentiates its AI infrastructure portfolio from other OEMs through design, integration and performance. Speakers will also explore the benefits of liquid cooling versus air-cooled systems at rack scale, as well as how organizations are accelerating time-to-deployment for AI workloads using Supermicro platforms.

These subjects and more will be of focus during the Supermicro Open Storage Summit event series. TheCUBE will provide full coverage of the event while providing analyst-driven commentary about liquid cooling and how Supermicro is positioning itself as the backbone of enterprise AI infrastructure across silicon ecosystems. You can follow theCUBE’s wall-to-wall coverage for firsthand insights.

TheCUBE event livestream

Don’t miss theCUBE’s coverage of the Supermicro Open Storage Summit event series from August 12 to 28. Plus, you can watch theCUBE’s event coverage on-demand after the live event.

How to watch theCUBE interviews

We offer you various ways to watch theCUBE’s coverage of the Supermicro Open Storage Summit event series, including theCUBE’s dedicated website and YouTube channel. You can also get all the coverage from this year’s events on News.

TheCUBE Insights podcast

News also has podcasts available of archived interview sessions, available on iTunes, Stitcher and Spotify, which you can enjoy while on the go.

News also has analyst deep dives in our Breaking Analysis podcast, available on iTunes, Stitcher and Spotify.

Guests

During the Supermicro Open Storage Summit event series, theCUBE will facilitate insightful conversations with industry professionals about modular design, liquid cooling and deep integration with next-generation silicon across the global technology ecosystem. Featured guests include tech experts from Nvidia, WekaIO, DataDirect Networks, Western Digital, AMD, Intel, Hammerspace, Solidigm, EnterpriseDB, Nutanix, MinIO, Vast Data and more.

(* Disclosure: TheCUBE is a paid media partner for the Supermicro Open Storage Summit. Neither Super Micro Computer Inc., the sponsor of theCUBE’s event coverage, nor other sponsors have editorial control over content on theCUBE or News.)

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