Data center revenue surged approximately 95% year over year in the third quarter of 2026. Chief Executive Officer Gadi Katz said data center demand was still growing rather than slowing. Management identified AI infrastructure as a significant growth opportunity for Texas Instruments.
Key facts
Data center revenues in Q3 2026 surged approximately 95% year over year. source
CEO Gadi Katz said there is 'actually growing demand' in data center spending as the company expands its chip portfolio. source