Supermicro Accelerates Performance of 5G and Telco Cloud Workloads with New and Expanded Portfolio of Infrastructure Solutions

Rhea-AI Summary

Supermicro, Inc. (SMCI) introduces an extended telecom platform to enhance performance and energy efficiency in 5G and telecom workloads. The company offers a diverse range of infrastructure solutions supporting AI applications and open networking platforms.

Insights

Market Research Analyst

The expansion of Supermicro's product portfolio to include application-optimized servers tailored for 5G and telecom workloads represents a strategic move to capitalize on the burgeoning demand for more efficient and powerful computing solutions in these sectors. The mention of support for new and innovative AI applications indicates a forward-looking approach, aiming to leverage the intersection of AI and 5G technologies, which is expected to drive significant market growth.

Supermicro's emphasis on performance per watt is a critical factor as energy efficiency becomes a competitive differentiator in the server market. This focus aligns with the broader industry trend towards sustainable IT solutions, which is increasingly influencing procurement decisions. The integration of the latest processors from Intel, AMD and NVIDIA underlines the company's commitment to multi-architecture offerings, which can appeal to a wide range of customer preferences and workloads.

Financial Analyst

The announcement by Supermicro could have a positive impact on their financial performance, reflected in potential stock price movements for NASDAQ: SMCI. Investors will likely focus on the company's ability to convert these expanded offerings into revenue growth. The partnership with global manufacturers and the emphasis on open and multi-architecture options may improve Supermicro's market share in the competitive server market, potentially leading to increased margins due to economies of scale.

However, the capital expenditure required for such expansions and the risks associated with the adoption of new technologies should be monitored. The success of these new products in the market will depend on Supermicro's execution of its go-to-market strategy and the actual performance of these servers in operational environments.

Technology Industry Analyst

The involvement of Supermicro in the O-RAN Alliance and their advocacy for open networking platforms suggest an alignment with industry trends towards more flexible and interoperable network infrastructures. This is particularly relevant as the telecom industry is moving towards disaggregated network models, where different network functions can be sourced from various suppliers and integrated seamlessly.

The inclusion of the latest 5th Gen Intel Xeon processors, AMD EPYC 8004 Series processors and NVIDIA Grace Hopper Superchip in their systems indicates that Supermicro is pushing the envelope in terms of computing power and AI capabilities. This could position them well within the industry, as telecom operators are increasingly looking for hardware that can support the high data throughput and low latency required for advanced 5G applications.

Extended Telecom Platform with Maximum Choice for Application-Optimized Servers Result in Improved Output with Energy Efficiency – Delivering Open and Multi-Architecture Options, Including Global Manufacturing and Services

SAN JOSE, Calif., and BARCELONA, Spain, Feb. 26, 2024 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, delivers an expanded portfolio of purpose-built infrastructure solutions to accelerate performance and increase efficiency in 5G and telecom workloads. With one of the industry's most diverse offerings, Supermicro enables customers to expand public and private 5G infrastructures with improved performance per watt and support for new and innovative AI applications. As a long-term advocate of open networking platforms and a member of the O-RAN Alliance, Supermicro's portfolio incorporates systems featuring 5th Gen Intel® Xeon® processors, AMD EPYC™ 8004 Series processors, and the NVIDIA Grace Hopper™ Superchip.

"Supermicro is expanding our broad portfolio of sustainable and state-of-the-art servers to address the demanding requirements of 5G and telco markets and Edge AI," said Charles Liang, president and CEO of Supermicro. "Our products are not just about technology, they are about delivering tangible customer benefits. We quickly bring data center AI capabilities to the network's edge using our Building Block architecture. Our products enable operators to offer new capabilities to their customers with improved performance and lower energy consumption. Our edge servers contain up to 2TB of high-speed DDR5 memory, 6 PCIe slots, and a range of networking options. These systems are designed for increased power efficiency and performance-per-watt, enabling operators to create high-performance, customized solutions for their unique requirements. This reassures our customers that they are investing in reliable and efficient solutions."

Learn more about the Supermicro 5G and telco portfolio at www.supermicro.com/5g

At MWC, February 26-29 in Barcelona, Spain, Supermicro is showcasing one of several new systems that use the NVIDIA Grace Hopper Superchip. The high-density ARS-111GL-NHR system, housed in a compact 1U chassis, features an integrated CPU and H100 GPU, an NVLink® low-latency 900GB/s interconnect, up to 576GB of coherent memory, and 2 PCIe 5.0 x16 slots supporting NVIDIA BlueField®-3 or ConnectX®-7. This powerful combination of features, available in a compact form factor, makes the platform ideal for LLM and Generative AI applications and training and inferencing at the 5G core. The platform's versatility empowers our customers to adapt our solutions to their specific needs, giving them control over their infrastructure.

Supermicro's ultra-short depth 5G edge platform, the SYS-211E, leverages the 5th Gen Intel Xeon processor to improve performance per watt by 36%* over the previous generation. This result enables customers to run both public telecom and private 5G networks with increased efficiency, keeping up with the increasing volume of networking traffic while reducing operating costs. The 2U front-access form factor, measuring less than 300mm, is designed in compliance with NEBS level 3 guidelines and features up to 2TB of DDR5-5600 MHz memory along with up to 6 configurable PCIe 5.0 slots for add-on cards, delivering versatility and performance and in a high-density chassis. The chip-down model of this system, the SYS-211E-FRN13P, offers a commercial-of-the-shelf (COTS) DU platform for Open RAN deployments with 12 onboard 25 GbE networks ports, integrated SyncE and GNSS timing support, and Intel vRAN Boost. The system is optimized for cost, size, and power usage, handling large volumes of traffic at the edge across multiple cell site configurations, including massive MIMO streams.

Featuring the AMD EPYC 8004 Series processor, the AS -1115S-FWTRT system brings the latest EPYC CPUs to the edge. The configuration is optimized for high efficiency and a lower power envelope, making it an ideal platform for telco and edge applications. Supermicro amplifies these benefits with a 1U, short-depth form factor featuring front-access IO, with up to 576GB of DDR5-4800 MHz memory, 2 10 GbE networking ports, 2 PCIe 5.0 x16 FHFL slots, and 1 PCIe 5.0 x16 low profile slot.

Supermicro at MWC Barcelona

Supermicro will demonstrate a wide range of solutions for the 5G and telco markets at MWC Barcelona 2024. The Supermicro booth includes systems incorporating Intel, AMD, and NVIDIA CPUs and GPUs. This covers a range of networking servers, storage solutions, liquid cooled servers, and a range of systems for Open RAN installations. Additionally, Supermicro will demonstrate an interactive retail solution with a 3D avatar designed to improve in-store shopping experiences. Other live demonstrations will include private 5G and an O-RAN compliant virtualized RAN (vRAN) software with Wind River.

Also highlighted in the Supermicro booth are the following systems:

• The powerful and versatile SuperEdge system, the SYS-211SE-31D/A, is a multi-node system featuring three independent nodes, each with a 5th Gen Intel Xeon processor, three PCIe 5.0 x16 slots, and up to 2TB of DDR5 memory. This 2U system also features front I/O and a broad operating temperature range, and its short depth makes it an excellent fit for deployment outside a data center.
• Supermicro's Hyper-E system, the SYS-221HE, is a high-density platform featuring dual 5th Gen Intel Xeon processors in a 2U, short-depth form factor. The system holds up to 3 double-width NVIDIA GPUs, including the NVIDIA H100, A10, L40S, A40, and A2. With its powerful performance in a compact form factor, the Hyper-E is optimized for demanding workloads, including AI training and inferencing at the edge.
• The Supermicro AS -1115SV is a cost-optimized, single processor system featuring an AMD EPYC 8004 Series processor in a 1U form factor. Featuring up to 576GB of DDR5 memory, 3 PCIe 5.0 x16 slots, and up to 10 hot-swappable 2.5" drive bays, this system shines at the edge data center.

See Supermicro's new 5G, AI, and Edge systems at MWC Barcelona from February 26 to 29, 2024, in Hall 2, booth 2D35; Supermicro's booth will feature live demonstrations, including Edge AI, private networking, and edge cloud solutions.

Supermicro will also be present in the Intel, AMD, ARM, Fujitsu, Samsung, and Vodafone booths.

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 a Total IT Solutions manufacturer with server, AI, storage, IoT, switch systems, software, and support services. Supermicro's motherboard, power, and chassis design expertise further enables our development and production, enabling next generation innovation from cloud to edge for our global customers. Our 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).  

Supermicro, Server Building Block Solutions, and We Keep IT Green are trademarks and/or registered trademarks of Super Micro Computer, Inc. 

All other brands, names, and trademarks are the property of their respective owners.

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SOURCE Super Micro Computer, Inc.

FAQ

What does Supermicro, Inc. (SMCI) deliver with its expanded portfolio?

Supermicro, Inc. (SMCI) delivers purpose-built infrastructure solutions to accelerate performance and increase efficiency in 5G and telecom workloads.

Which processors are featured in Supermicro's portfolio for 5G infrastructure?

Supermicro's portfolio includes systems with 5th Gen Intel® Xeon® processors, AMD EPYC™ 8004 Series processors, and the NVIDIA Grace Hopper™ Superchip.

What industry alliance is Supermicro a member of?

Supermicro is a member of the O-RAN Alliance, showcasing its commitment to open networking platforms.

Who is the president and CEO of Supermicro, Inc. (SMCI)?

Charles Liang is the president and CEO of Supermicro, Inc. (SMCI), leading the company's efforts in addressing the demanding requirements of 5G, telco markets, and Edge AI.