EdgeMode, a global energy‑and‑AI data‑center infrastructure company, Krambu Inc., a specialist in liquid‑cooling and sustainable design, and Super Micro Computer, Inc. (SMCI) entered into a memorandum of understanding on December 15, 2025 to jointly develop plug‑and‑play AI data‑center modules that combine Super Micro’s high‑performance server platforms with EdgeMode’s 1.5 GW AI‑focused portfolio and Krambu’s advanced liquid‑cooling technology.
The partnership will deliver energy‑efficient, water‑conserving AI clusters that meet stringent power and water‑efficiency targets while maintaining the high GPU densities required for modern workloads. By integrating Super Micro’s chassis and motherboard expertise with EdgeMode’s design‑for‑energy architecture and Krambu’s direct‑to‑chip cooling systems, the three companies aim to shorten time‑to‑deployment and reduce total cost of ownership for hyperscalers and enterprise customers.
Super Micro’s financial context underscores the strategic value of the deal. FY2025 net sales reached $22.0 billion, up 47% YoY, while Q4 FY2025 net sales were $5.8 billion and gross margin fell to 9.5% from 10.2% in Q4 FY2024 due to higher inventory reserves and tariff impacts. In Q1 FY2026, preliminary revenue of $5.0 billion missed guidance of $6.0–$7.0 billion, but the company raised its FY2026 revenue forecast to at least $36 billion, citing a strong order book of $13 billion, 75% of which is AI GPU platforms.
On the announcement day, SMCI’s market reaction reflected cautious investor sentiment amid margin compression, with shares slipping about 2%. The company’s guidance and order book, however, signaled confidence in continued AI demand and a focus on cost discipline, which helped temper the negative reaction.
EdgeMode’s status has been clarified: the company is active and operating under the ticker EDGM, having been rebranded after a 2022 acquisition. It is not the same entity that was reported as deadpooled in 2022, and it continues to pursue a portfolio of AI data‑center sites.
Strategically, the collaboration expands Super Micro’s DCBBS initiative, giving it access to EdgeMode’s growing AI portfolio and strengthening its position in the liquid‑cooling market. The partnership also positions the three firms to offer end‑to‑end, sustainable AI infrastructure that can accelerate deployment for hyperscalers, potentially creating new revenue streams and reinforcing competitive differentiation.
Management commentary highlighted the partnership’s alignment with Super Micro’s vision of becoming a “leading AI platform and data‑center infrastructure total solution company.” Charles Liang, SMCI’s President and CEO, emphasized the company’s growing AI share and the importance of liquid‑cooled solutions, while Krambu’s leadership underscored its commitment to sustainable design and energy efficiency.
EdgeMode’s CEO noted that the collaboration will help the company meet its 1.5 GW AI portfolio goals and deliver plug‑and‑play modules that reduce energy and water consumption, reinforcing its mission to build the most sustainable AI data centers.
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