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Super Micro Computer ships NVIDIA Vera Rubin liquid-cooled racks
The shipment drew on an estimated $60 billion backlog, while the company’s forward P/E is cited at 10.26 ahead of November earnings.
Super Micro Computer has shipped NVIDIA’s Vera Rubin NVL72 liquid-cooled racks, according to MarketBeat Ratings, as the company looks to reinforce its position in AI infrastructure.
The outlet links the rollout to an estimated $60 billion backlog and says Super Micro’s forward P/E is 10.26 while investors await results for November.
MarketBeat Ratings also points to what it describes as a shift from air-cooled to liquid-cooled data center infrastructure, arguing that Super Micro is actively delivering hardware rather than only planning for the change.