
Su Zifeng was invited to attend the White House state banquet and rang the opening bell of the New York Stock Exchange with First Lady Melania
AI-generated summary
Super Micro's market capitalization exceeded US$1 trillion for the first time on the 21st, and its second-quarter financial results exceeded market expectations.
Yahoo Finance pointed out that Advanced Micro Devices (AMD) CEO Lisa Su has kept a low profile for many years, but she has shone brightly in the past week and can be called the most extraordinary CEO. There is no doubt that September is also an unforgettable month for her.
Reports said that on the 24th (Thursday), Su Zifeng and her husband Daniel. Daniel Lin was a guest at the state banquet hosted by President Trump for Chinese President Xi Jinping. Sitting next to her was Tesla CEO Musk, and what’s more, she was only two seats away from Trump. Huida CEO Jen-Hsun Huang and his wife sat across from Trump.
The day before, Su Zifeng met with First Lady Melania at the New York Stock Exchange, and they rang the opening bell together. However, this is just the icing on the cake for Su Zifeng and her investors.
Super Micro's market capitalization exceeded US$1 trillion for the first time on Monday, the 21st, and its stock price soared 9.9% that day. This moment made Su Zifeng the first person inducted into the "Wall of Titans" Hall of Fame on the live show "Sozzi Unleashed".
AMD's stock price has soared 193% this year, easily surpassing Huida's 22% increase. At the beginning of this month, AMD's second-quarter performance exceeded Wall Street expectations, with net profit reaching US$2.3 billion to US$2.76 billion, and adjusted earnings per share (EPS) of US$1.66, better than market expectations of US$1.61. Total revenue increased 50% year-on-year to a record $11.5 billion, higher than analysts' expectations of $11.34 billion. The excellent performance mainly comes from the data center department. The strong demand for EPYC server CPU and Instinct AI accelerator has brought the revenue of this department to 6.7 billion US dollars, doubling the annual growth.
Supermicro expects CPU revenue to increase by 80% annually in the second half of this year and 70% in 2027. Data center revenue will more than double in 2027, with GPU growth exceeding 100%.
AMD also announced next-generation AI chips, including the Instinct MI450 series GPU and the 6th generation EPYC Venice CPU. These new chips are designed to drive AMD's new Helios cabinet-level AI system, which integrates GPU, CPU, network, and software into a platform to train and operate large-scale AI models.
AI outlook — possibilities, not facts
Supermicro will double its data center revenue by 2027.
Likely · Within years

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