Гигант в области AI-чипов повысил прогноз доходов на 5 лет, спрос на дата-центры продолжает расти без остановки

【BitTui】Chip giant makes important statement at latest earnings call: CFO Kress discloses that based on strong customer feedback, the company has adjusted its previous revenue outlook. Last fall, they had projected that by the end of 2026, revenue from existing and in-development data center processors could reach approximately 500 billion dollars. In the most recent communications, Kress explicitly stated that this figure has been revised upward.

From her statements, it can be seen that since the last forecast was released, inquiries and purchasing intentions from end users have continued to intensify. This reflects that global demand for computing power infrastructure is growing beyond expectations. In other words, the original estimates may have been overly conservative.

Such forward-looking data adjustments by leading suppliers often reflect changes in the overall industry sentiment and are worth close attention from market participants.