Operations
Q3 2026
Q3 Revenue
↑ 85.5% YoY
$29.59B
Segments
Semiconductor Solutions
70.4%
Infrastructure Software
29.6%
Key Earnings Driver
AI Accelerators and AI Networking Semiconductor Solutions revenue increased 127.4 year over year to $20.8B. Within Semiconductor Solutions, AI semiconductor revenue increased 221.0% to $16.7B, driven by strong demand for custom AI accelerators and AI networking. Infrastructure Software revenue increased 29.0% to $8.8B. Management expects AI semiconductor revenue to reach $21.7B in Q4.
Key Operating Metrics¹
METRIC
STATUS
Semiconductor Solutions↑ 127.4%
AI semiconductor↑ 221.0%
AI Accelerators
🟢 Scaling
AI Networking
🟢 Scaling
Non-AI Semiconductor
Infrastructure Software↑ 29.0%
Key Financial Metrics
Gross Margin
69.13%
+2.04 pp YoY
Backlog / Revenue
N/A
CapEx Intensity
1.80%
0.01x Revenue
Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.