“He described a customer list that now includes custom chip work for all four of the biggest U.S. cloud computing companies.”
Matt Murphy on Chips & compute: 4 quotes
What Matt Murphy has said about Chips & compute — 4 statements in date order, each with the original source.
“AI-related bookings remain exceptionally robust, and we expect our revenue growth to accelerate further through the remainder of fiscal 2027”
“On the earnings call, Murphy put the company's new revenue outlook for fiscal 2027 at about $12 billion, compared with the previous about $11.5 billion. He also raised the outlook for…”
“Murphy's release points to significant acceleration in the custom business starting in the second half of fiscal 2027.”