Charles Leang1:05
Thank you. Thank you. Welcome everyone to our innovator 2025. I'm very excited, very happy to see you all, especially once a year in computer. As the AI boom continues to grow, I'm super excited to share our experience, innovations, and solutions with you. Most importantly, I invite you to grow alongside us at our speed, at our pace, or even faster than us. Over the past three years, our revenue has grown about five times. Looking ahead, I expect that in the next three years, we should be able to continue this strong growth. The strong growth doesn't rely too much on the AI boom continuing at the pace of the last three years or on strong macroeconomic conditions, because of our strong foundation, truly optimized strategies, and together with you, the ability to offer a better total solution than others, and thus expand our market share and mark 10. That's why I invite you to grow with us or at least fully leverage our optimized product solutions.
For the past 32 years, we have been pioneers, consistently delivering many new technologies to the market well ahead of others, particularly in CPU and GPU AI system and bra solutions. Back in the early 1990s, we introduced the industry's first dual-processor solution based on the Intel Pentium Processor, paving the way for our journey to enterprise computing. In the early 2000s, with our system building block solution, we created the first dual-processor twin server system, which became the most popular system architecture of today's large data centers. A few years later, our ship brought unparalleled computing density, flexibility, and power efficiency to data centers. About the same time, we committed to green computing technology earlier than anyone else in the industry, emphasizing energy-efficient designs that reduce total cost to our environment and make our earth greener, more beautiful, and save money for customers without compromising performance.
In 2012, with Mr. Jensen's personal advice, we were the first company to design the industry's first GPU server using Nvidia Tesla GPU, which many people call the world's first GPU supercomputer. It was not easy to squeeze two GPUs into one new system and air-cool it at that time, and make it available in just a few weeks. Time to market has always been our advantage. This system set new benchmarks for high-performance computing that eventually became the foundation of today's artificial intelligence system.
Fast forward to 2023, we were again the first to deploy high-volume H100 HGX solutions that dramatically propelled today's AI boom. Many of our customers have since become today's most successful and valuable AI leaders. Last year, we once again led the industry by being the first company to design and deliver a high-volume direct liquid cooling (DLC) solution to the market. We deployed over 4,000 DLC H100 and H200 AI racks, including as you may know X AI's 1500 racks within 122 days, breaking data center history by building such a huge data center in such a short time. Our DLC solution not only enables up to 30% power savings for customers but also significantly reduces total cost of ownership (TCO) while providing a more reliable and efficient alternative to traditional air-cooled systems.
Now in 2025, what's new and what's the big thing that can change our business? To grow our business even faster and provide much more value to our customers and industries, as an engineering company with green computing DNA, today I'm excited to introduce our latest DLC2, a revolutionary data center building block solution, or we call it DCBPS, to you, our value partners. We know DLC is a great solution, especially for GPU racks and AI data centers. It has become a mature and very reliable solution, at least from Super Micro. I'm not quite sure about other companies, you can try, but at least from Super Micro, it's been very reliable, we prove it. Today we aim to make it even better.
Let me introduce our new DLC2. It will deliver up to 40% savings in most power and water consumption. People say it's water cooling, yes, water cooling, but we can save most customers up to 40% on water consumption. It can operate efficiently with natural room temperature water up to 45°C. That means water or chiller compressor is just an option; you can remove it, it's not a must-have device anymore. The DLC2 can capture system thermal energy up to 98% or even higher and does not need any faster fan speed. In auto configuration, you can even totally remove all fans, so no fan or very low-speed fan. Thus it can reduce data center noise level to about 50 dB. Let's think about how quiet 50 dB is; it's as quiet as our home here or as quiet as most libraries. Can you imagine a data center can be as quiet as this environment? It's happening.
Additionally, it lowers both data center capital and operating expenses, both lower by up to 20%. Save up to 20% of money. So DLC liquid cooling is cheaper; don't feel DLC cooling will charge you more, no, less money, while offering even greater reliability than traditional air-cooled data centers or common industry DLC solutions. Starting today, our DLC2 solution also comes with another big bonus. What kind of big bonus? Can our PM show up to show what kind of extra bonus?
Hi Charles. So, watch this. Hi Charles, this is our latest and greatest cooling innovation just from our lab. Our team of scientists has been developing this PG DLC2 coolant for the past year, and we are bringing the best out of our DLC solution with this new cooling solution. What's the difference? So traditional PG25 works, but we have developed for the past year this optimized formulation with ultra-high electrical impedance. So we are so proud today to announce this new Super Micro PG DLC2. So when can we ship? Well, Charles, most importantly, you know shipment is very important here. In fact, that's right, with PG DLC2 we are continuing our commitment to on-time, at-scale rack deliveries by Kangabai. Oh, days or hours? We're going to go quick. I'm telling you.
So, she delivered 4,000 DLC racks last year, and this year now we are going to deliver DLC2 by day. Days. Absolutely. Charles, you forgot hour. Wait, we're going to go hours if needed. Yes. Yes. Thank you. Thank you guys. Thank you. Great. All right guys, thank you. Thank you. Thank you. Good. Our people work very hard. Thank you a lot. So our DLC2 now is much better than last year's DLC, saves more power, is safer, and has lots of other advantages. Anyway, after 10 months of hard work, research, study, and real-world validation again and again, today I'm very excited to announce that we have created a brand new cooling that can make your CPU and GPU system much more protected, more reliable, safer, and save money.
So good, huh? In the past 30 years, people keep using PG25 as data center common cooling. Today, with our new DLC2 solution, we will ship with PG DLC2, a new coolant for your data center. The new coolant has 1,000 times higher electrical impedance while with better thermal conductivity. That's the way to be more reliable, safer, and save money. This is Super Micro. We always look and search for the best solution for you. We are a delivery company. Okay. Now let's focus on something really big and bigger than DLC2. The big thing for today and for this year, maybe for the next many years to come, a big change to change how you grow your business easier, grow your business faster, and be more profitable.
32 years of data center experience with our green computing DNA, with our building block solution practice. Today, a new way to build a new data center, cloud, and AI infrastructure is born. A new way is available now. Our DCBPS. With our DCBPS, we make your job to design a data center, to build an AI data center as easy as building a Lego castle. You know kids can build a castle with Lego easily, beautifully, quickly. To build a data center as quickly as in a few months, not as long as many quarters or many years. Because of our easy design and easy build DCBPS solution, your job will become easier, quicker, and your data center and cloud performance become higher, better quality, faster time to online, and lower in cap expense, especially lower in operating cost, I mean in TCO.
With our DCBPS total solution, we deliver a force-to-market AI platform, whether at system level. You can buy our system, server system, AI system, storage, or rack-level or rack-scale plug-and-play solution. We ensure seamless integration by pairing you with the best match storage solution. We offer more than 10 storage platforms including E1S, E3S, traditional storage, more than 10 platforms for you to select from, and a full set of all other components. This includes a variety of switches. We offer more than 10 different kinds of switches: high-data switches, management switches, or InfiniBand switches. CDU is an in-row CDU or end-row CDU at the main DLC system or DLC2 water tower. Water tower? Which one is water tower? The smaller one is water tower. What's the bigger one? The bigger one doesn't need water at all, cold dry tower. So we have both. You want a water tower, we have for you. Many different skills for you. You want a tower without water, we have a dry tower for you very soon in the next few weeks.
Power shelf. Power shelf. Chiller door. You build a data center or you transfer a warehouse to a data center without air conditioning, you just use a chiller. And we offer you a variety of chillers in the next few months. Power shelf again, we provide you a variety of DC power shelves. Battery backup unit (BBU). Our battery backup comes with many different skills, many different aspects, and comprehensive networking design. You want to build your data center, we can work with you to design networking together, depending on your scale, depending on your application. Our DCBPS is to provide you the option that you like the most.
The goal... you miss something... and a variety of service packages, right? Although I just landed in that yesterday early morning and met almost every hour, but I'm not this year. So anyway, onsite deployment, right? Customers just buy our devices and deploy by themselves, welcome. Or you want Super Micro to do that deployment for you, we offer that. And cabling, right? You know a data center, especially a big data center with 100,000 GPUs, for example, the cabling system is very complicated, very sophisticated. We offer that service as well and end-to-end management software. We have more than 1,000 solution engineers now, I believe in USA, Taiwan, and Europe. So our networking engineer, data center management team, very happy to work with you shoulder to shoulder to build a whole data center, design the whole data center, deploy the whole data center, and offer different kinds of services, a broad range of services. You know, whatever selection you want, right? That's brainstorming work together for your most efficient and profitable business. Or if you prefer, we can just simply support you with whatever subsystem we have and leave the design, deployment, and service for yourself. So we are very flexible. Whatever the best you like, we are happy to work with you. Our data center building block solution is to provide you the option that you like the most. You are the boss. You pay, you are the boss. You decide what kind of service you want us to service you.
The goal of the data center building block solution (DCBPS) is to save your time for time to deployment, time to online, and improve data center reliability while reducing the cost for you. We know new technology time to market, time to deployment, time to online is critical to you. We know minimizing power usage is important to you. We know your data center quality and reliability are very critical to your business. With our DCBPS solution, we aim to shorten the time to delivery (TTD) and time to online (TTO) for new data centers from years to just quarters. For customers upgrading existing facilities or data centers, DCBPS can accelerate your time to online from quarters to months or even just a few weeks because everything has been well designed. We manufacture them and keep safety inventory. When you need to extend your data center, just a phone call, we ship the total solution to you and deploy with you to speed up your time to online.
With our data center building block solution, especially with DLC2, we help you and your customer achieve up to again 40% savings in power and water while enhancing the system and data center availability and performance. Again, additionally, the DLC2 further reduces data center noise as low as 50 dB, ensuring a quieter and more efficient environment. And then better features, better advantages. Yes, we aim to save extra cost 10%, 20%, or up to 30% cost as a big bonus to you.
Our DCBPS solutions are fully optimized and ready for high-volume deployment about now. So first, composer service now. So with global production capacity of 5,000 racks per month now, with our new Malaysia campus fully operational for large-scale production today, alongside continual capacity growth in the US, Europe, and Taiwan. Super Micro is well established not just as the best brand name data center total solution company, we are also one of the highest volume ODM partners for global data centers. With our DCBPS, now we have set a stage to welcome our good friend and AI genius, Mr. Jensen.
Is it Jensen here? That's it. Not yet. Traffic. Jensen, anybody waiting for you? I think that picture is too big. Take it down. Yes, crazy man. Taj, you predict AI boom will continue at a super fast speed. And we saw last year the AI market grow, and how about next year and the next many years to come?