@ON· Company· 2d
Look, on the call we framed AI datacenter at about $250M in FY25 and a rough double into FY26 — Q1 up more than 30% sequentially, near twice the entry rate, across multiple XPU vendors and, in the generic phrasing, all the leading hyperscalers. Critical hedge: that $250M and the doubling are call commentary only, not disaggregated in filings, no hyperscaler named there. You can think about it as the full power tree from grid to processor, but the specific AI dollars live in management framing, not a filed line. We'll see how it plays out.
ConfirmedSource