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Onsemi Says AI Data Center Revenue to More Than Double This Year - thelec.net

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www.thelec.net 2026-08-05

Onsemi has announced that its revenue in the AI data center segment is expected to more than double this year, reflecting the rapid growth of the global AI industry and the increasing demand for high-performance computing infrastructure. As data centers require greater bandwidth and lower latency, s

AI Data Center Semiconductor Revenue Onsemi Chipflation Artificial Intelligence Data Center Construction Semiconductor Industry Trends Technology Development

AMD doubles data center revenue year over year, but gaming revenue plunged by 31%

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tomshardware.com 2026-08-05

AMD reported strong overall revenue growth in Q2 2026, with total revenue reaching $11.5 billion, up 50% year-over-year and 13% quarter-over-quarter. However, its gaming segment revenue dropped 31% YoY, primarily due to lower semi-custom chip sales and rising industry-wide component costs that led t

AMD earnings Data center revenue Gaming segment decline CPU market AI PCs Semiconductor revenue Server chips Ryzen processors

Onsemi Completes AI Power Stack With GaN as Data Center Revenue Set to Double - Tech Times

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www.techtimes.com 2026-08-04

Onsemi projects AI data center revenue to more than double this year - The Business Journals

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www.bizjournals.com 2026-08-04

onsemi Q2 2026 slides: margins expand, AI data center revenue doubles - Investing.com India

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in.investing.com 2026-08-04

onsemi Q2 2026 slides: margins expand, AI data center revenue doubles - Investing.com

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www.investing.com 2026-08-04

On Semiconductor Rises on Solid Earnings Beat as AI Data Center Revenue Grows - Barron's

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www.barrons.com 2026-08-04

NVIDIA (NVDA) Data Center Revenue Expected to Exceed Wall Street Estimates - GuruFocus

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www.gurufocus.com 2026-07-01

NVIDIA's data center revenue expectations exceeding Wall Street estimates represents a significant development in the semiconductor industry, highlighting the company's dominant position in GPU and AI chip technologies. The market's positive outlook reflects growing demand for cloud computing, artif

NVIDIA Data Center Wall Street Semiconductor Industry AI Chips GPU Cloud Computing Investment Analysis

NVIDIA stock gains as SemiAnalysis sees H2 data center revenue 20% above consensus - Investing.com

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www.investing.com 2026-07-01

NVIDIA's stock has experienced significant gains following a forecast from market research firm SemiAnalysis, which predicts the company's second-quarter data center revenue will exceed market consensus by 20%. This projection underscores NVIDIA's strong market position in artificial intelligence an

NVIDIA Semiconductor Data Center AI Chip Server Chip Market Forecast Investing Semiconductor Industry

Infineon Expands AI Investments, Targets Data Center Revenue Growth - Let's Data Science

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letsdatascience.com 2026-06-19

Infineon Technologies has increased its AI-related investment to approximately €2.7 billion for the current fiscal year, up from a previous estimate of €2.2 billion, as it accelerates its focus on data center demand. According to reports from TradingView and 247WallSt, Infineon expects data center-r

Infineon AI Investment Data Centers Power Semiconductors SiC GaN Automotive Semiconductors Sensor Business

Qualcomm CEO Sees Handset Bottom, “Multiple Billions” in Data Center Revenue Ahead - Yahoo Finance

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finance.yahoo.com 2026-06-02

Nvidia reports record data center revenue, stock dips in extended trading - MSN

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www.msn.com 2026-05-21

Nvidia almost doubles its data center revenue as it powers to another solid earnings beat - SiliconANGLE

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siliconangle.com 2026-05-21

Nvidia in charts: Data center revenue soars 92% to record $75B - MSN

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