AMD's market value has surpassed $1 trillion!

  It's the first time in the history of the world.

By the end of the day, the storm was close to 10 percent, and AMD's market value had surged.One trillion dollars.

Just yesterday, AMD closed at $615.52, an all-time high.

AMD has since become the fourth-largest U.S. chip company with a market capitalization of over $1 trillion.

Looking around the world, Samsung and Samsung broke trillions earlier this year, with AMD ranking sixth. But it was the first CPU and GPU to "sell the whole system" into this circle.

In 2023, Invisalign surpassed the trillion mark and is now the world's most valuable company with a market capitalization of over $54.4 trillion.

AMD's admission ticket has been delayed for three years.

When Suzhou took over AMD in 2014, the stock price dropped below $2 per share.

The topic of discussion in the industry in those years was: how long can this company survive?

At the time, Intel's market value was about 30 times that of AMD.

Over the past 12 years, AMD's stock price has risen to over $600. Intel now has a market capitalization of about $644 billion, which in turn has been surpassed by AMD.

30 times the gap, it's over.

AMD's turnover was very strong, with 5 trading days and 5 days cumulatively earning about a quarter of AMD's turnover on Monday, totaling 44 million shares.

This year's increase was about 185%, while Nasdaq gained only 15.8% in the same period.

If you bought AMD for $10,000 at the beginning of the year, it's now worth $285,000.

Intel surpassed AMD on Monday by about 12%, Arm by more than 15%, and the Philadelphia Semiconductor Index by 2.7%, setting a new high in over a month.

The entire chip plate is collectively boiling.

Thomas Hayes, chairman and CEO of Great Hill Capital, is telling the truth: Money is returning to AI trading, and AMD is representing it.

In his view, when the economy is slowing down, investors are only willing to bet on something that is still in the long run, whether this year's answer is AI.

How did AMD get this hot money?

This is the most crucial step in chess.

AMD previously sold a chip: a CPU or GPU, which customers took back to their vending machines.

It's different now.

In July of this year, AMD officially released the game.Helios shelf schemesIt combines its own MI455X GPU, EPYC "Venice" CPU, Pensando networking equipment and ROCm software into an entire cabinet.

It has 72 GPUs, 18 CPUs, 31TB of HBM4 memory and a single cabinet capacity of 2.9 EFLOPS.

For example, it used to sell only engines, but now it sells whole cars.

At this stage, AMD is racing to Ingrid's stomach.

Great Britain has made a lot of money over the years, depending on the whole system plus the CUDA software ecosystem, customers can buy it back and plug it in and run it.

And now AMD has a whole family of its own.

Customers have lined up.

OpenAI has signed a multi-generation contract for 6GW, Meta is also 6GW, Anthropic promises to deploy as much as 2GW, and Microsoft and Oracle are also on board.

For the model company, more suppliers who can make cabinet deliveries have one more card in their hands when the price is cut by Ingredient.

What's even more interesting is that the software is also loose.

There's a story going around: AMD sends an MI355X shelf to Anthropic, and the engineer lets Claude run the machine himself.

One weekend passed, and people came back to look at the chicken.

Claude has run the strongest model of Anthropic on AMD hardware, with no one writing a line of code.

The CUDA ecosystem, under the control of INVEDA for 20 years, has been considered the most difficult chip to cross in the past.

Now that AI can adapt itself, the river is not so wide.

In the past, people used to equate AI with GPUs.

That's right, the training model is GPU-based.

However, it is reasonable to assume that the server must have a CPU that is compatible with the GPU.

Agents help you search web pages, compare prices, fill out forms, place orders, modify various APIs. The model is responsible for "thinking", but many specific actions, sending network requests, processing data, calling tools are all CPUs running.

The more agents, the more...CPUThe more you eat, the more you smell.

One of the firebrands that hit the chip market on Monday, just before AMD broke trillions, was Meta's AI Agent app.MuseApple's App Store is the number one free app store in the US.

It has been up for 12 days, with over 900,000 downloads, surpassing ChatGPT.

The signal is so direct that the user is actually using Agent, the reasoning is true, and the demand for the CPU is also true.

In the past, the market for server CPUs was largely owned by Intel.

In the second quarter of this year, AMD generated $11.54 billion in revenue, which is 50% higher than in the previous quarter.

I'm not sure.The data center business is worth $6.7 billion.Compared toTurbulence 107%It's twice as much a year.

In a financial conference call, Suzhou Tong said the data center business is expected to more than double to about $70 billion by 2027.

In return, AMD's current long-term market interest rate is about 41 times higher. According to the profit forecast for the coming year, investors are willing to pay $41 per tonne for it.

This figure looks unspeakable, 44 times lower than its own average over the past decade.

It's about 16 times what it is. It's also $1 and the market price to AMD is two and a half times what it is.

The market value of Invisalign is more than five times that of AMD, and there is still a long way to go between them.

But the real part of AMD's trillion-dollar payout is:Capital is beginning to believe,AIIt's a business that has sustained more than a trillion-dollar company.

More and more agents are running on chips, in cabinets, in data centers.

No one wants to put their entire business in one supplier, which gives AMD the chance to beat Ingrid and the second computing company to get a trillion-dollar valuation.

In this section of the ASI, arithmetic is ground.

There are billions of companies that are now standing on the ground, one more.