Key Takeaways SMCI's DCBBS integrates liquid cooling to boost efficiency, power, and density for AI and HPC workloads.The company expects $6-$7B in Q1 FY26 revenues from AI racks, DCBBS, software, and services.SMCI stock has surged 46.7% YTD, outpacing industry growth of 2.8%, with lower valuation multiples.Super Micro Computer’s (SMCI) Data Center Building Block Solutions (DCBBS) is experiencing traction among customers operating in artificial intelligence (AI), hyperscale and high-performance computing (H ...