Power and Silicon: AMD and Infineon Reports Confirm AI Infrastructure Boom

The hardware supercycle continues to rewrite analyst forecasts. On May 6, 2026, reports were released by two key players: AMD and Infineon Technologies. Both companies recorded explosive growth, but from different sides of the infrastructure barricades.

AMD reports high demand for its AI accelerators, raising its Q2 revenue forecast to $11.2 billion. At the same time, Germany’s Infineon is raising its full-year forecast (FY2026) not due to computing itself, but due to critical demand for power supply systems for AI servers. This perfectly illustrates the current state of the market, which we previously covered with Schneider Electric: data centers need not only giant volumes of silicon but also colossal amounts of energy. Companies solving the physical problems of power distribution and data center cooling are becoming the main hidden beneficiaries of the AGI race.

Source: AMD / Infineon / Reuters