We expect revenue from AI to be $12 billion for fiscal year 2024 driven by Ethernet networking and custom accelerators for AI data centers...
Words found on the source page on Nov 6, 2026.
On the same topics
FilingNVIDIA Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1)Aug 26, 2026
The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment.FilingAMD Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1)Aug 4, 2026
More broadly, AI is driving a significant expansion in demand for compute across all of our markets, and our leadership portfolio and growing customer visibility position us exceptionally well to capture this expanding opportunity and deliver substantial revenue and earnings growth in the years ahead.FilingIntel Q2 2026 earnings release (SEC Form 8-K, Exhibit 99.1)Jul 23, 2026
AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network...FilingAMD Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1)May 5, 2026
We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth...FilingIntel Q1 2026 earnings release (SEC Form 8-K, Exhibit 99.1)Apr 23, 2026
The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic. This shift is significantly increasing the need for Intel’s CPUs and wafer and advanced packaging offerings...Letter2025 Letter to ShareholdersApril 2026
At scale, we expect Trainium will save us tens of billions of capex dollars per year, and provide several hundred basis points of operating margin advantage versus relying on others’ chips for inference.
About this quote
Quotesby Glyph