Vik Malyala, Supermicro | SC25

In this interview from SC25, Vik Malyala from Supermicro joins theCUBE’s John Furrier and Jackie McGuire to discuss the company’s pivotal role in the "AI factory" revolution. Malyala explains how Supermicro leverages decades of high-performance computing (HPC) experience to meet the extreme density and cooling demands of modern AI infrastructure. He details the shift toward a building-block approach, where data centers function as massive supercomputers requiring seamless integration across compute, storage and networking to support rapid deployment and scale.

The conversation also explores the industry's move away from "walled gardens" toward open ecosystems and collaborative standards, including OCP compliance and diverse partnerships with storage and networking ISVs. Malyala highlights the critical importance of supply chain velocity, noting that hardware refresh cycles have accelerated to under a year. Furthermore, the discussion touches on the rise of sovereign AI clouds and the challenges of balancing energy, real estate and talent while delivering infrastructure at the speed required by today's enterprise and neo-cloud customers.

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00:00 - Intro
00:02 - Supermicro's Influence on AI Infrastructure and Innovation
02:30 - Supermicro's High-Performance Ecosystem and Partnerships
04:33 - Open Standards and Collaboration
07:19 - Advances in Liquid Cooling and Data Centers
10:01 - The Changing Mindset in Technology
12:09 - GPU Utilization and System Architecture
14:59 - Navigating the Intersection: HPC, AI Workloads, and Sovereign Clouds
19:56 - Navigating Challenges and Driving Innovation in Infrastructure and Supply Chains

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