Infineon Forecasts AI Data Center Revenue to Double: €1.5B to €2.5B
Infineon has forecast its AI-driven data center revenue growing from €1.5B in FY2026 to €2.5B in FY2027 — a 67% increase in a single fiscal year. European semiconductor peers STMicro and NXP are flagging the same AI infrastructure demand signal, positioning power management chips as a significant beneficiary of the data center buildout alongside the more publicized GPU segment.
Why It Matters
Power chips are the unsexy but load-bearing layer of AI infrastructure — every GPU rack requires substantial power delivery and management components. Infineon's guidance implies the AI buildout cycle has years of power-semiconductor demand ahead, not quarters.