Aug. 25 at 8:00 PM
$SMCI 🚨 — THIS MAY BE ONE OF THE MOST IMPORTANT AI INFRASTRUCTURE TRENDS TO WATCH.
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 jump:
🔥 33% in 2025
🔥 53% in 2026
🔥 60% in 2027
Now look where Supermicro sits.
Cisco just expanded its Secure AI Factory with NVIDIA through a partnership with
$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 HUGE.
As GPU density rises, the bottleneck increasingly becomes power + cooling + rack-level engineering—exactly where Supermicro has invested heavily.
The AI boom isn’t only selling more chips anymore. It’s about rebuilding the entire data center around them.
$NVDA makes the compute.
$CSCO connects it.
$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
$SMCI sits in this AI infrastructure cycle. 🚀🔥
$SMCI $NVDA $CSCO $AMD $GOOG
