… 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. …
… 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. …
… Licensing revenue came in at $819 million, beating the $775 million analysts expected. …
… They show demand forecasts across different AI chip types, with the company expecting CPU demand to grow. …
… Broadcom told investors in March that it had “secured the supply chain required” to hit $100 billion in AI chip revenue next year. That would be a little more than triple the current annual revenue of that business segment. …
… Nvidia remains the world’s most valuable company and is expected to show revenue growth of 70 per cent this fiscal year. …