Fujitsu and Supermicro announce strategic collaboration to develop green AI computing technology and liquid-cooled datacenter solutions

Rhea-AI Summary

Fujitsu and Supermicro, Inc. (NASDAQ: SMCI) have announced a strategic collaboration to develop green AI computing technology and liquid-cooled datacenter solutions. The partnership aims to create a platform using Fujitsu's future Arm-based 'FUJITSU-MONAKA' processor, set for release in 2027. This processor will be designed for high-performance and energy efficiency.

The collaboration will focus on developing liquid-cooled systems for HPC, Gen AI, and next-generation green data centers. Both companies will combine their expertise to offer a market-leading server portfolio, with Supermicro's Building Block approach enabling quick customization for specific workloads. The partnership also extends to Fsas Technologies Inc., a Fujitsu subsidiary, which will provide AI platform-based generative AI solutions globally using Supermicro's GPU server products.

Positive

• Strategic collaboration between Fujitsu and Supermicro to develop green AI computing technology
• Development of high-performance, energy-efficient 'FUJITSU-MONAKA' processor for release in 2027
• Focus on liquid-cooled systems for HPC, Gen AI, and green data centers
• Combination of expertise to offer market-leading server portfolio
• Extension of partnership to include Fsas Technologies for global AI solutions

Negative

• None.

Insights

Tech Expert

This strategic collaboration between Fujitsu and Supermicro is a significant development in the green AI computing and data center space. The partnership aims to address two critical challenges: increasing demand for AI computing power and the need for more energy-efficient data center solutions.

Key points of impact:

• Development of a platform using Fujitsu's future Arm-based "FUJITSU-MONAKA" processor, targeting high performance and energy efficiency
• Collaboration on liquid-cooled systems for HPC, Gen AI and next-generation green data centers
• Integration of Supermicro's Building Block approach with Fujitsu's processor technology
• Potential for significant market expansion in AI infrastructure and green computing solutions

For Supermicro investors, this partnership could lead to increased market share in the rapidly growing AI and green data center segments, potentially driving long-term revenue growth and technological leadership.

Market Research Analyst

This collaboration positions Supermicro strategically in the evolving AI and green computing market. Key market implications include:

• Expanded product portfolio: Integrating Fujitsu's FUJITSU-MONAKA processor broadens Supermicro's offerings, potentially attracting new customers in the high-performance computing sector.
• Green IT leadership: The focus on energy-efficient solutions aligns with growing demand for sustainable data center technologies, potentially increasing Supermicro's appeal to environmentally conscious enterprises.
• Global market reach: Leveraging Fujitsu's global presence could help Supermicro expand its international market share, particularly in regions where Fujitsu has a strong foothold.
• Long-term growth potential: With the FUJITSU-MONAKA processor targeted for 2027 release, this partnership sets the stage for sustained innovation and market relevance in the coming years.

Investors should view this as a positive long-term strategic move, potentially enhancing Supermicro's competitive position in the rapidly evolving AI and data center infrastructure market.

Companies combine engineering and design expertise for next generation systems supporting Gen AI and HPC workloads for on-prem and cloud data centers and the promotion of green IT 

KAWASAKI, Japan and SAN JOSE, Calif., Oct. 2, 2024 /PRNewswire/ -- Fujitsu Limited and Supermicro, Inc. (NASDAQ: SMCI), today announced they will collaborate to establish a long-term strategic engagement in technology and business, to develop and market a platform with Fujitsu's future Arm-based "FUJITSU-MONAKA" processor that is designed for high-performance and energy efficiency and targeted for release in 2027. In addition, the two companies will also collaborate on developing liquid-cooled systems for HPC, Gen AI, and next-generation green data centers.

"Supermicro is excited to collaborate with Fujitsu to deliver state-of-the-art servers and solutions that are high performance, power efficient, and cost-optimized," said Charles Liang, president and CEO of Supermicro. "These systems will be optimized to support a broad range of workloads in AI, HPC, cloud and edge environments. The two companies will focus on green IT designs with energy-saving architectures, such as liquid cooling rack scale PnP, to minimize technology's environmental impact."

As the use of AI continues to grow, demand for data center capacity is rising faster than what can be supplied, and one of the biggest challenges is efficiently meeting growing power consumption requirements. Liquid cooling technology innovation has already made Supermicro an industry leader in shipping liquid cooling solutions today. A key focus will be bringing together Fujitsu and Supermicro expertise to further develop rack-scale liquid cooling solutions.

Fujitsu and Supermicro will combine their technical capabilities and world-class global reach to offer a market-leading server portfolio. Supermicro's Building Block approach to server design enables a wide range of servers to be quickly built and certified for specific workloads across AI/HPC and general-purpose computing domains in deployments from cloud data centers to edge applications.

In addition, by integrating Fujitsu's cutting-edge "FUJITSU-MONAKA" processor, the two companies will realize excellent performance and power efficiency while also pursuing high reliability, security, and ease of use with wide software compatibility, thereby empowering customers to implement green AI infrastructure. FUJITSU-MONAKA is a processor based on the Arm instruction set architecture, employing cutting-edge 2-nanometer technology and is set to be delivered in 2027. This new technology applied to the FUJITSU-MONAKA is based on results obtained from a project subsidized by the New Energy and Industrial Technology Development Organization (NEDO).

The collaboration will also extend to Fsas Technologies Inc., a Fujitsu subsidiary, which will provide AI platform-based generative AI solutions globally that combine Supermicro's GPU server products and implementation support services for data center operators and enterprises.

"The collaboration between Fujitsu and Supermicro is a groundbreaking initiative that will accelerate green computing innovation," said Vivek Mahajan, Corporate Vice President, CTO, and CPO, Fujitsu. "By combining our technologies, we will enable high-performance, energy-efficient AI system infrastructure, driving the evolution of AI and Digital Transformation (DX)."

As a provider of information and communication technology services and data center infrastructure, Fujitsu and Supermicro believe that promoting a green AI infrastructure that reduces power consumption and environmental impact in data centers is a top priority.

About Fujitsu

Fujitsu's purpose is to make the world more sustainable by building trust in society through innovation. As the digital transformation partner of choice for customers in over 100 countries, our 124,000 employees work to resolve some of the greatest challenges facing humanity. Our range of services and solutions draw on five key technologies: Computing, Networks, AI, Data & Security, and Converging Technologies, which we bring together to deliver sustainability transformation. Fujitsu Limited (TSE:6702) reported consolidated revenues of 3.7 trillion yen (US$26 billion) for the fiscal year ended March 31, 2024 and remains the top digital services company in Japan by market share. Find out more: www.fujitsu.com.

About Super Micro Computer, Inc.

Supermicro (NASDAQ: SMCI) is a global leader in Application-Optimized Total IT Solutions. Founded and operating in San Jose, California, Supermicro is committed to delivering first to market innovation for Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure. We are transforming into a Total IT Solutions provider with server, AI, storage, IoT, and switch systems, software, and services while delivering advanced high-volume motherboard, power, and chassis products. The products are designed and manufactured in-house (in the US, Taiwan, and the Netherlands), leveraging global operations for scale and efficiency and optimized to improve TCO and reduce environmental impact (Green Computing). The award-winning portfolio of Server Building Block Solutions® allows customers to optimize for their exact workload and application by selecting from a broad family of systems built from our flexible and reusable building blocks that support a comprehensive set of form factors, processors, memory, GPUs, storage, networking, power and cooling solutions (air-conditioned, free air cooling or liquid cooling).

All company or product names mentioned herein are trademarks or registered trademarks of their respective owners. Information provided in this press release is accurate at time of publication and is subject to change without advance notice.

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SOURCE Super Micro Computer, Inc.

FAQ

What is the purpose of the collaboration between Fujitsu and Supermicro (SMCI)?

The collaboration aims to develop green AI computing technology and liquid-cooled datacenter solutions, focusing on creating a platform using Fujitsu's future Arm-based 'FUJITSU-MONAKA' processor and developing liquid-cooled systems for HPC, Gen AI, and next-generation green data centers.

When is the 'FUJITSU-MONAKA' processor expected to be released?

The 'FUJITSU-MONAKA' processor is targeted for release in 2027.

How will Supermicro (SMCI) contribute to the collaboration?

Supermicro will contribute its Building Block approach to server design, enabling quick customization of servers for specific workloads across AI/HPC and general-purpose computing domains. They will also provide GPU server products for AI solutions.

What role does Fsas Technologies play in the Fujitsu-Supermicro (SMCI) collaboration?

Fsas Technologies, a Fujitsu subsidiary, will provide AI platform-based generative AI solutions globally, combining Supermicro's GPU server products and implementation support services for data center operators and enterprises.