… So take a good look at this divisional breakdown, which we estimated for Q4 F2026 because Marvell did not provide much information with which to get hard figures: From here on out, this is the granularity we will get formally, but we will get some insight into how different parts of the datacenter … …
… We will also remind you that the forecasts we talked about back in July from IDC and AMD had AMD being even more aggressive about the AI forecast. …
… Nvidia’s Datacenter division proper, which is slightly different from the Compute and Networking group in ways that have still not been made clear to us the numbers suggest some Graphics products are sold into datacenters, but not much , $62.31 billion in sales, up 75.1 percent and $1 billion more … …
… And, based on the forecast given for 2026, AI back end and front end network revenues will increase 83.3 percent to $2.75 billion next year, comprising 25.8 percent of overall sales, which are expected to be $10.65 billion, up 21.7 percent from 2025’s revenue levels. …
… Cisco does not include sales of the just-announced G300 and P200 Silicon One chips and switches and routers based on them in this forecast. …
… Considering that Ullal also said that Arista would double its AI-related sales to $3.25 billion in 2026, we can back that out and know that it had around $1.63 billion in AI-related sales in 2025. …
… The Instinct MI355X ramp as well as healthy sales of both “Genoa” and Turin Epyc server processors are were the main drivers of sales. …
… The Cloud & AI group was expected to grow in the mid to high single digits in fiscal 2026, and now the forecast is for growth in the low 20 percents, driven by higher average selling prices and AI system sales expansion. …
… Now, the HPC segment, which posted $21.9 billion in sales in Q1 2026, is more than twice as large as the smartphone segment, which had $9.33 billion in sales. …
… IBM’s stock took a hit this week precisely because the forecast for its consulting business is not great. …