The rise of AI: A breakthrough for investors with NVIDIA, Supermicro and… iXora!

The weekend is just around the corner and I thought why not write a little bit about this month’s news and how we think iXora is part of it, and oh yes let’s draw attention to investment opportunities in iXora.

Over the past year, the world has seen a remarkable shift in the way technology affects our lives. One of the most notable developments is the rise of artificial intelligence (AI) and the associated technologies that are enabling this revolution.

Companies like NVIDIA, Supermicro, and the innovation of immersion cooling have paved the way for an exciting future full of possibilities. For investors, now is the time to look again at hardware innovative companies that have been ignored by investors in recent years.

Without a doubt, I argue that AI is going to affect every aspect of our lives. From healthcare to transportation, finance to entertainment, AI is penetrating deep into diverse industries, optimizing processes, improving efficiency, and opening up new capabilities previously unimaginable. This shift has led to a growing demand for high-performance hardware and advanced cooling solutions to support the immense computing power of AI systems.

NVIDIA, Supermicro…….. and iXora

In recent weeks, the newspapers have been full of NVIDIA’s share, which has doubled in a few months and in the background Supermicro is surfing along with this wave. Incidentally, it remains very quiet in the media with big giants such as HPE and Dell, otherwise another reorganization will take place.

One of the biggest challenges in running powerful AI systems is cooling. In the data center world, there is a huge advance of innovative cooling solutions to cool these powerhouses.

I dare say that “full immersion cooling”, immersing hardware in a non-conductive refrigerant, is the most efficient. iXora is a startup with an immersion cooling solution that has combined the benefits of on-chip cooling and open tanks (full immersion cooling) in a way that, according to the feedback we receive, data centers are willing to embrace.

Our first field tests are currently underway, from which we are learning a lot. We aim to be ready for a large-scale implementation of our system in the summer of 2024. If you are interested in making your IT infrastructure more sustainable, increasing efficiency and saving on energy costs, please feel free to contact us to join our Global Pilot.

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