The data center direct-to-chip cooling market is projected to grow from $3.33 billion in 2026 to $17.31 billion by 2032, at a CAGR of 26.5%. This growth is driven by the need for precise thermal management in advanced computing, especially for edge computing and latency-sensitive applications. Single-phase cooling systems and water-glycol coolants dominate due to their reliability and efficiency. Hyperscale data centers lead demand, with major companies investing in liquid cooling to support AI and high-performance workloads while improving energy efficiency.
AI server stocks like Super Micro Computer and Hewlett Packard Enterprise surged despite a flat broader market, driven by Super Micro's fiscal Q4 margin beat. However, management cautioned that the margin improvement was partly due to one-time factor...
Super Micro Computer (SMCI) may enter a new growth phase with its stock potentially rising to $700, a 1,700% increase from current levels. This optimistic forecast is based on historical patterns of consolidation before major rallies and a developing...
Supermicro reported a surprising Q4 gross margin of 17.6%, far above guidance, causing shares to jump. However, management revealed this margin spike was largely due to contract deferrals and one-time factors, not a permanent improvement. They foreca...
Super Micro Computer's stock has gained 35% in 2026, outperforming the S&P 500 but lagging behind peers like Dell and Hewlett Packard Enterprise due to cash flow challenges. The company showed strong revenue growth and margin improvement in Q4 FY2026...
Super Micro Computer (SMCI) shares surged nearly 30% in a month following a strong Q4 report with EPS beating estimates and a record $60 billion in new AI-related orders. Revenue grew 93% year-over-year, and margins improved significantly, signaling ...
