【BitPush】Chip giant makes an important statement at the latest earnings conference: CFO Kress disclosed that based on strong client feedback, the company has adjusted its previous revenue outlook. Last fall, they estimated that by the end of 2026, revenue related to existing and in-development data center processors could reach approximately $500 billion. In recent communications, Kress explicitly stated that this figure has been revised upward.
From her remarks, it can be seen that since the last forecast was released, inquiries and purchasing intentions from end users have continued to heat up. This reflects that the global demand for computing infrastructure is growing faster than expected. In other words, the original estimate may have been too conservative.
Such forward-looking data adjustments from leading suppliers often reflect changes in the overall industry chain’s prosperity, which is worth close attention from market participants.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
18 Likes
Reward
18
7
Repost
Share
Comment
0/400
MidnightMEVeater
· 01-08 18:45
Starting to raise expectations again, we've seen this routine many times in 2021... But this time, the hash rate shortage is indeed real, and miners' tips are starting to pile up.
View OriginalReply0
LayerZeroHero
· 01-07 01:01
The demand for data center chips is so hot that they're revising the estimate to over 500 billion USD? Major companies wouldn't even dare to make such predictions.
View OriginalReply0
GasWaster
· 01-06 18:01
Chip manufacturers' recent adjustment forecast... really can't hold it anymore, are they really going to revise the 500 billion upward? Is the computing power shortage this severe now?
View OriginalReply0
RugPullAlertBot
· 01-06 18:01
500 billion USD and still climbing? AI chips are this popular?
View OriginalReply0
ContractSurrender
· 01-06 17:59
500 billion, and still going up? This AI computing power really can't be stopped.
View OriginalReply0
GigaBrainAnon
· 01-06 17:59
5 trillion and still climbing? This number is skyrocketing a bit too fast... Is AI computing power really in such short supply?
View OriginalReply0
GasWhisperer
· 01-06 17:35
yo 5k billion was already insane but they're saying it's even higher? the demand signals are literally screaming rn... demand curve going parabolic while everyone's still sleeping on what's actually happening under the hood 📊
AI chip giant raises 5-year revenue forecast, data center demand continues to skyrocket
【BitPush】Chip giant makes an important statement at the latest earnings conference: CFO Kress disclosed that based on strong client feedback, the company has adjusted its previous revenue outlook. Last fall, they estimated that by the end of 2026, revenue related to existing and in-development data center processors could reach approximately $500 billion. In recent communications, Kress explicitly stated that this figure has been revised upward.
From her remarks, it can be seen that since the last forecast was released, inquiries and purchasing intentions from end users have continued to heat up. This reflects that the global demand for computing infrastructure is growing faster than expected. In other words, the original estimate may have been too conservative.
Such forward-looking data adjustments from leading suppliers often reflect changes in the overall industry chain’s prosperity, which is worth close attention from market participants.