Back
HardwarePrimary
Micron breaks out the memory it sells into AI data centres as its own business unit. In the quarter to 28 May 2026 that unit took in $11.52 billion, against $1.53 billion in the same quarter a year before — Micron's core data centre revenue grew 7.5× in a year
Verified 2026-08-14
More on Hardware
- AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue
- Astera Labs sells the connectivity silicon that wires AI racks together — retimers and fabric switches — and its second quarter of 2026 shows how fast that layer is now growing: revenue rose 104% year on year to a record $392.4 million
- Broadcom reported $20 billion of AI revenue in its 2025 financial year, out of $63.89 billion in total — 31.3% of everything it sold