BRIEFINGS · Chips and AI hardware
STMicroelectronics raises its AI data center revenue outlook above $1 billion
STMicroelectronics raised its AI data center revenue outlook to above $1 billion for 2026 and well above $2 billion for 2027. Q2 revenue was $3.49 billion.
On 23 July 2026 STMicroelectronics (ST), a European chip maker, reported second-quarter revenue of $3.49 billion, up 26.0% from a year earlier. Citing strong AI data center demand, ST raised its data center revenue outlook to above $1 billion in 2026 and, if current trends continue, well above $2 billion in 2027 (ST SEC filing and call transcript).
Why we file it. A chip maker raises its AI data center sales outlook.
How we read it. The data center outlook is the company's own forecast.
Why it matters to you: AI data centers need many kinds of chips, and a maker known for car and factory chips expects this to grow.
What this doesn't prove
Company outlook, conditional on current trends. A forecast, not reported sales.
Next fixture
- Whether data center revenue reaches the stated levels.
Sources
- ST Reports Q2 2026 Financial Results23 July 2026
- STMicroelectronics Q2 2026 call transcript23 July 2026
Every figure above comes from these sources. Every briefing is checked against its sources before it publishes. Nothing here is a recommendation to buy or sell anything, and this is not investment advice. See the disclosures.
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