This may be one of the most im-To The Moon - Tiger Brokers Online Investing Community - To The Moon

This may be one of the most important AI infrastructure trends to watch right now.

AI chips are getting hotter and more power-hungry, and liquid cooling is rapidly moving from optional to essential.

TrendForce expects liquid-cooling penetration in AI chips to reach 33% in 2025, 53% in 2026, and 60% in 2027.

Now look where Supermicro sits.

Cisco just expanded its Secure AI Factory with NVIDIA through a partnership with $SUPER MICRO COMPUTER INC(SMCI)$ , combining Cisco networking with Supermicro's liquid-cooled GPU servers and rack-to-fabric cooling.

And this isn't just about today's GPUs. The infrastructure is designed to support NVIDIA's next-generation Vera Rubin NVL72 and HGX Rubin NVL8 platforms.

That's a big deal. As GPU density rises, the bottleneck increasingly becomes power, cooling, and rack-level engineering, which is exactly where Supermicro has invested heavily.

The AI boom isn't only about selling more chips anymore. It's about rebuilding the entire data center around them.

$NVIDIA(NVDA)$ makes the compute. $Cisco(CSCO)$ connects it. $SUPER MICRO COMPUTER INC(SMCI)$ helps package, cool, and deploy it at scale.

The market is still figuring out how valuable that position could become. I'm extremely bullish on where $SUPER MICRO COMPUTER INC(SMCI)$ sits in this AI infrastructure cycle.

$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ $Cisco(CSCO)$ $Advanced Micro Devices(AMD)$ $Alphabet(GOOG)$

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The infrastructure is designed to support NVIDIA's next-generation Vera Rubin NVL72 and HGX Rubin NVL8 platforms.</p>\n<p>That's a big deal. As GPU density rises, the bottleneck increasingly becomes power, cooling, and rack-level engineering, which is exactly where Supermicro has invested heavily.</p>\n<p>The AI boom isn't only about selling more chips anymore. It's about rebuilding the entire data center around them.</p>\n<p><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> makes the compute. <a href=\"https://ttm.financial/S/CSCO\">$Cisco(CSCO)$&nbsp;</a> connects it. <a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a> helps package, cool, and deploy it at scale.</p>\n<p>The market is still figuring out how valuable that position could become. 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Cisco just expanded its Secure AI Factory with NVIDIA through a partnership with $SUPER MICRO COMPUTER INC(SMCI)$ , combining Cisco networking with Supermicro's liquid-cooled GPU servers and rack-to-fabric cooling. And this isn't just about today's GPUs. The infrastructure is designed to support NVIDIA's next-generation Vera Rubin NVL72 and HGX Rubin NVL8 platforms. That's a big deal. As GPU density rises, the bottleneck increasingly becomes power, cooling, and rack-level engineering, which is exactly where Supermicro has invested heavily. The AI boom isn't only about selling more chips anymore. It's about rebuilding the entire data center around them. $NVIDIA(NVDA)$ makes the compute. $Cisco(CSCO)$ connects it. $SUPER MICRO COMPUTER INC(SMCI)$ helps package, cool, and deploy it at scale. The market is still figuring out how valuable that position could become. 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