Amid the artificial intelligence era, innovations in storage solutions are reshaping how businesses manage and utilize data. Interest in high-performance computing, media and entertainment, hyperconverged infrastructure, software-led solutions and AI has never been higher.

That’s an area in which Super Micro Computer Inc. seeks to capitalize. The upcoming Supermicro Open Storage Summit event will be a chance to dig into what software-led solutions will apply to an organization’s projects now and in the future, according to Rob Strechay, managing director and principal analyst with theCUBE Research.

“The Supermicro Open Storage Summit is a fantastic opportunity to not only understand the products that are being built with incredibly innovative partners of Supermicro, but to hear the perspectives of tens of thousands of customers on how data platforms are designed for AI, software-defined storage, HCI, HPC, networking for AI, data strategies and storage strategies,” Strechay said.

Exploring Supermicro’s ecosystem will be of key focus during the Supermicro Open Storage Summit event. TheCUBE’s coverage will explore how the company seeks to redefine infrastructure and software-led solutions for the future of enterprise AI. Those subjects and more will be explored, including  exclusive details on Supermicro products, workflows and solutions. Join theCUBE from August 13 to 29 for our coverage of the Supermicro Open Storage Summit event live on theCUBE, SiliconANGLE Media’s livestreaming studio. (* Disclosure below.)

Check out what’s in store for theCUBE’s coverage of the Open Storage Summit series:

Supermicro’s ecosystem revolution: Redefining enterprise AI solutions

The following is a snapshot of Supermicro’s ecosystem as it redefines infrastructure and software-led solutions for the future of enterprise AI. The company’s thought leadership spans high-performance computing, media and entertainment, hyperconverged infrastructure and AI, setting new standards in the industry.

In late April, Supermicro reported net sales of $3.85 billion, a substantial increase from the $1.28 billion reported in the same quarter the previous year​. The market strength can be attributed to strong demand for AI rack scale PnP solutions, along with other measures, according to Charles Liang, president and CEO of the company.

“[The AI rack scale PnP solutions], along with our team’s ability to develop innovative DLC designs, enabled us to expand our market leadership in AI infrastructure. As new solutions ramp, including fully production-ready DLC, we expect to continue gaining market share,” Liang wrote in a statement.

The company also raised its fiscal year 2024 revenue outlook from $14.3 to $14.7 billion to a new range of $14.7 to $15.1 billion.

It has certainly been a notable run for Supermicro in recent months, with some pointing to the company’s use cases from ecosystem partners, particularly Nvidia Corp. The company is doing well and has essentially doubled all of its key performance indicators, according to Holger Mueller of Constellation Research Inc.

“Supermicro is doing really well, basically doubling all of its key performance indicators, from revenue to profit to earnings per share,” the analyst said. “But today’s investor reaction is a sharp reminder that even in the middle of a boom, you need to manage to guidance. Charles Liang and team will want to improve on that in the next quarter, just as much as the company’s shareholders do.”

Liquid-cooled data centers and manufacturing expansion

In recent months the company has sought to further outline its products, workflows and software-led solutions. That includes a June announcement tied to a ready-to-deploy liquid-cooled AI data center. The data center is designed for cloud-native solutions, intended to accelerate generative AI adoption for enterprises across industries. That’s done via the company’s AI SuperClusters, which are optimized for the Nvidia AI Enterprise software platform.

“The result is that we can reduce the time to delivery of our liquid-cooled or air-cooled turnkey clusters with Nvidia HGX H100 and H200, as well as the upcoming B100, B200, and GB200 solutions,” Liang wrote in a statement. “From cold plates to CDUs to cooling towers, our rack-scale total liquid cooling solutions can reduce ongoing data center power usage by up to 40%.”

Later that same month, the company announced that it would be adding three new manufacturing facilities in Silicon Valley and globally, citing demand for liquid-cooled data centers. The facilities would be part of the new liquid-cooled ecosystem, according to the company.

“Supermicro is developing building block liquid-cooled solutions for AI factories and the HPC market,” Liang wrote in a statement. “We anticipate that liquid-cooled data centers will grow from historically less than 1% to an expected 15% and up to 30% of all data center installations in the next two years. This expansion positions us to capture the majority share of that growth.”

Software-led solutions to meet generative AI needs

The company’s results have been impressive, but it will still need to work on the profitability side of its business, according to Mueller. That said, the company still has good news in store for investors.

“The driving force behind this growth is AI, as Supermicro provides some of the most reliable computing platforms for these workloads thanks to its partnership with Nvidia,” Mueller said after the company’s second-quarter financial results release. “The good news for investors is that this trend is unlikely to change anytime soon.”

Diving into the details of Supermicro products as infrastructure is redefined to meet generative AI demands will be the main focus of the Supermicro Open Storage Summit event. TheCUBE will provide full coverage of the event while providing analyst-driven commentary. 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, from August 13 to 29. 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, including theCUBE’s dedicated website and YouTube channel. You can also get all the coverage from this year’s events on SiliconANGLE.

TheCUBE Insights podcast

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

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

Guests

During the Supermicro Open Storage Summit event, theCUBE analysts will talk with industry professionals about Supermicro’s open storage solutions, including Intel, Nvidia, AMD and many storage media and software companies. In total, 18 companies will be presenting, with 30 speakers over 7 sessions during the three-week event.

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

Image: SiliconANGLE