Super Micro Computer (NASDAQ:SMCI) experienced a notable stock increase as enthusiasm for artificial intelligence (AI) continues to boost market momentum. This surge follows an announcement by Advanced Micro Devices (NASDAQ:AMD) that it will supply OpenAI with up to 6 gigawatts of AMD Instinct GPUs for future infrastructure, causing AMD shares to jump 33% to a new 52-week high. As an Original Equipment Manufacturer partner, Super Micro integrates AMD’s CPUs and GPUs into its IT solutions for global data centers and enterprises. The collaboration is set to begin with a 1-gigawatt deployment of MI450 GPUs in late 2026, with potential for future expansions. CFO Jean Hu emphasized significant revenue potential, potentially enhancing earnings further. Super Micro has seen a year-to-date increase of 79%, outpacing the Nasdaq 100’s 19% rise, bolstered by demand for AI-centric servers. Currently, SMCI shares trade up 6% to $55.08.
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