In the third quarter of the 2026 fiscal year (ending in August 2026), ADI delivered its first quarterly revenue of $4 billion in the company's history. According

 to ADI's financial reports and earnings conference calls, this quarter's revenue was $4.022 billion, an increase of 40% year-on-year. The management stated

 that the industrial and data center sectors were the main drivers of growth, with data centers already accounting for approximately 80% of the 

communication business. The two product lines of data center optical communication and power supply both saw year-on-year growth of over 100%.

More importantly, ADI redefined the boundaries of AI infrastructure. In the earnings conference call, the management proposed the "grid-to-chip" 

perspective: The bottlenecks in the AI era are shifting from the energy efficiency of a single processor to the availability of the entire power chain - from grid

 monitoring, energy storage, microgrid, all the way to park power supply, rack power supply, processor power supply, and then to optical interconnection.

This means that the competition in AI data centers is no longer just about the peak of computing power chips, but extends from the power grid to the entire

 power and optical interconnection system from the grid to the chip. For domestic power device, power module, optical communication, energy storage and

 test measurement manufacturers, the demand for AI infrastructure is now spreading to broader components and system engineering links. The iteration of 

individual components needs to be considered together with the entire power supply architecture of the entire machine.