Jensen · Fortune Technology
Supermicro surged because of $4T Nvidia—and Jensen Huang can walk away anytime he wants
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When Nvidia CEO Jensen Huang got onstage at an event in his native Taiwan in 2024 to talk about the future of AI and supercomputers with Supermicro CEO and cofounder Charles Liang, the familiarity between the two was obvious.
Key facts
- Between fiscal 2023 and fiscal 2025, Supermicro’s sales tripled from $7.1 billion to $22 billion following the explosive introduction of ChatGPT to the general public
- Nvidia doesn’t break out customers specifically in its disclosures, but Supermicro is estimated to have accounted for between $12 billion to $13 billion of Nvidia’s $130 billion in revenue last year
- In March, Supermicro cofounder Yih-Shyan “Wally” Liaw was arrested by federal agents in California on charges that he allegedly smuggled $2.5 billion worth of Nvidia-powered servers to China in 2024
- When Nvidia CEO Jensen Huang got onstage at an event in his native Taiwan in 2024 to talk about the future of AI and supercomputers with Supermicro CEO and cofounder Charles Liang, the familiarity
Summary
“When we’re together, sometimes we speak Taiwanese, sometimes we speak Mandarin, and then when we disagree, we speak English,” Huang joked in English. Huang was there to give a keynote address alongside Liang, and the two marveled at stacked server racks as they slipped in and out of English to joke and compliment each other on their respective tech. “beautiful,” said Huang, as he gazed at a server. At the time, their companies—located in San Jose and Santa Clara, about a 15-minute drive from each other in Silicon Valley—seemed in sync, and the two appeared jovial as they riffed in front of a packed crowd.