MPWR · 10-Q · 2026Q2 · Full report

AI Infrastructure Demand

MONOLITHIC POWER SYSTEMS, INC. · 2026-08-05 · Importance 81 · Surprise 64

Enterprise data revenue for the six months ended June 30, 2026 increased 132.4% year over year to $643.4 million. The growth was primarily attributable to higher sales of power-management solutions used in artificial intelligence and server applications. Enterprise data represented 36.0% of first-half revenue, up from 21.3% in the prior-year period. The company also cited increased demand for communications products supporting optical modules and switches, consistent with broader data-center infrastructure demand.

Key facts

• By end market, enterprise data revenue increased $236.6 million, or 164.3%, in Q2 2026 versus Q2 2025 due to higher sales of power management solutions for AI and server applications. source
• For the six months ended June 30, 2026, enterprise data revenue increased $366.5 million, or 132.4%, from the same period in 2025 due to higher sales of power management solutions for AI and server applications. source