STMicroelectronics NV Publishes Cloud AI Update Presentation on Data Center Power and Optical Interconnect Technologies

Reuters03-09

STMicroelectronics released a Cloud AI update presentation outlining expectations for AI data center deployments and related semiconductor demand. The company cited hyperscaler capital spending growth of 18% CAGR from 2013 to 2023 and 27% CAGR from 2024 to 2030. STMicroelectronics estimated its serviceable available market at about USD 230 million per 1 GW AI data center, spanning power conversion and optical interconnect components. It also highlighted a multi-year, multi-billion USD commercial engagement with AWS, and said it expects AI data center revenue to be nicely above USD 500 million in 2026 and well above USD 1 billion in 2027.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. STMicroelectronics NV published the original content used to generate this news brief on March 09, 2026, and is solely responsible for the information contained therein.

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The company cited hyperscaler capital spending growth of 18% CAGR from 2013 to 2023 and 27% CAGR from 2024 to 2030. STMicroelectronics estimated its serviceable available market at about USD 230 million per 1 GW AI data center, spanning power conversion and optical interconnect components. It also highlighted a multi-year, multi-billion USD commercial engagement with AWS, and said it expects AI data center revenue to be nicely above USD 500 million in 2026 and well above USD 1 billion in 2027.\n      \n\n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. STMicroelectronics NV published the original content used to generate this news brief on March 09, 2026, and is solely responsible for the information contained therein.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618762014","isCrawlerRequest":true}