Advanced Micro Devices (AMD, Financial) has announced a significant milestone in its GPU sales, with over 100,000 units equipped with liquid cooling solutions shipped in the current quarter. This announcement has led to a more than 15% rise in AMD's stock price, signaling potential recovery following recent setbacks from short-seller Hindenburg's allegations of accounting irregularities and an investigation by the U.S. Department of Justice.
AMD's CEO highlighted the company's innovative strides, including a plug-and-play liquid cooling solution for full data centers. This advancement is expected to contribute significantly to the sustainable development of AI factories.
In a recent statement, AMD revealed the deployment of these liquid-cooled GPUs across some of the largest AI factories and cloud service providers. The new technology enhances data center computing density fourfold, allowing up to 96 Nvidia B200 GPUs per server rack, aiming for a 40% energy saving and an 80% space reduction.
The system supports up to 45 degrees Celsius warm water cooling and repurposes AI chip-generated heat for regional heating applications, addressing the AI industry's cooling challenges efficiently. Since June, AMD has delivered 2,000 liquid-cooled racks, enabling faster deployment timelines measured in weeks rather than months, thanks to their comprehensive component supply.
Analysts estimate that AMD's innovations and increased sales could generate billions in revenue. However, there are concerns about potential management issues, as the company delayed its fiscal report by approximately nine weeks, citing the need for more time to evaluate the internal controls over financial reporting's design and operational effectiveness.
