… Broadcom, which sells hardware and software, reported second-quarter chip revenue of $15bn, just ahead of analysts’ expectations of $14.8bn. Its total second-quarter revenue matched consensus forecasts at $22.2bn, which was not enough for punters. …
… Revenue from HPE’s networking division, which connects the servers that train and run AI models, jumped 148 per cent to $2.7 billion. “Orders more than doubled, significantly outpacing revenue, resulting in a record company backlog… customer investments in agentic AI and AI inference are accelerati… …
… Taken together, we estimate Nvidia’s 2027 forecast for Nvidia’s data centre revenue to rise 52 per cent year on year.” Nvidia has been pivoting harder into CPUs to claw back China revenue after GPU restrictions. …
… Revenue growth was fairly broad. The Americas rose 14 per cent, while EMEA and APJC each grew nine per cent. Product revenue rose 17 per cent, helped by a 25 per cent increase in networking revenue. …
… That does not prove wrongdoing, but it does little to make the revenue forecasts look transparent. …
… The company expects margins to rise again this quarter to 86 per cent, about one percentage point above analyst forecasts. …
… The shorter-term numbers have been perkier, with annualised revenue growth of 27.7 per cent across the past two years. …
… Licensing revenue came in at $819 million, beating the $775 million analysts expected. …
… The analysts raised their AI power revenue forecast for Infineon by €500 million to €4.5 billion for 2028. Infineon expects data centre-related revenue to rise from about €1.5 billion in fiscal 2026, roughly 10 per cent of sales, to €2.5 billion in 2027. …
… Huawei expects revenues from its AI chips to hit about $12bn this year based on orders already in hand, up from $7.5bn in 2025. …