Analog Devices CEO drops bombshell message on exploding AI infrastructure demand
- May 24
- 1 min read
THE STREET — Data center now accounts for more than 75% of Communications revenue after growing more than 90% year over year, driven by both optical and power portfolios.
This isn't soft AI exposure. ADI is selling the specific components that go inside AI clusters and networking systems, the foundational layers where hyperscaler budgets are being committed first and at scale. CEO Vincent Roche was direct about the durability of that demand: "As we move through 2026, our confidence in their continued growth into '27 is increasing."
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