SAN JOSE, Calif. - Supermicro, Inc. (NASDAQ: SMCI), known for its IT solutions for AI and cloud services, has introduced a new AI infrastructure, the SuperCluster for NVIDIA Omniverse, designed to enhance 3D and AI workflows at an enterprise scale. This system integrates up to 256 NVIDIA L40S PCIe GPUs per scalable unit, optimized for NVIDIA's Omniverse platform.
The SuperCluster aims to provide a plug-and-play solution for businesses that rely on compute-intensive 3D workflows, which are increasingly augmented by generative AI technology. Supermicro's latest offering is built around NVIDIA OVX systems, which support up to 8 NVIDIA PCIe GPUs per node. These systems are certified for NVIDIA Omniverse, ensuring performance and reliability for the platform's diverse workload requirements.
Supermicro's president and CEO, Charles Liang, emphasized the company's commitment to developing products that cater to the growing AI market, highlighting the SuperCluster's ability to deliver high performance for the NVIDIA Omniverse ecosystem, which includes both 3D applications and generative AI.
The SuperCluster configuration can range from a single rack with 4 systems up to a scalable unit with 32 systems across 5 racks, allowing for customization based on the size and needs of the enterprise. The infrastructure solution also features a 400Gb/s high-performance network fabric to support the development of large AI models.
In addition to the GPU systems, the SuperCluster includes Supermicro's Hyper System control nodes and NVIDIA Spectrum Ethernet switches, providing a robust and interconnected environment for AI and 3D workflow optimization.
Supermicro's announcement at the SIGGRAPH 2024 Conference reflects its ongoing efforts to deliver advanced and scalable IT solutions. This new product is part of a broader portfolio designed to meet the demands of enterprise-level application development and innovation.
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InvestingPro Insights
Supermicro, Inc. (NASDAQ: SMCI) continues to make strides in the AI and 3D workflow industry with its latest product, the SuperCluster for NVIDIA Omniverse. This introduction aligns with Supermicro's strong market position, as noted in the InvestingPro Tips, which highlight the company as a prominent player in the Technology Hardware, Storage & Peripherals industry.
InvestingPro data further underscores the company's growth trajectory, with a remarkable revenue growth of 79.79% over the last twelve months as of Q3 2024. This significant increase is a testament to Supermicro's ability to innovate and capture market demand. Additionally, the company boasts a high return on assets of 17.4% for the same period, reflecting efficient use of its resources to generate earnings.
While Supermicro is trading at a high earnings multiple with a P/E ratio of 36.13, the InvestingPro Tips suggest that the stock is trading at a low P/E ratio relative to near-term earnings growth, indicating potential value for investors considering the company's growth prospects. The company's liquid assets also exceed short-term obligations, which provides financial flexibility and stability.
For those interested in further insights, there are additional InvestingPro Tips available, including analysis on Supermicro's performance over various time frames and valuation multiples. These tips can provide a deeper understanding of the company's financial health and market position.
As Supermicro continues to innovate within the AI sector, these InvestingPro metrics and tips offer valuable context for investors and industry observers alike, highlighting the company's financial growth and market potential.
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