AI Revenue

The portion of a hardware maker's revenue that comes specifically from artificial-intelligence infrastructure -- AI-optimized servers, accelerated-compute systems, and the networking and storage that feed them, shown in dollars. Companies began breaking it out separately because AI-related demand became the dominant swing factor in the sector, growing far faster than the legacy business it is partly cannibalizing. AI revenue growth is the single most-watched number for server and networking vendors, but read it with gross margin: AI systems can carry lower margins than traditional gear because the expensive accelerator chips inside them are largely pass-through cost, so surging AI revenue can dilute overall profitability even as the top line booms.

Related terms

Active Management · Active Share · Anchoring Bias · Cost of Capital · Creation Unit · Days to Cover

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