Compute & semiconductors
Texas Instruments
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
Texas Instruments supplies analog, power-management and embedded semiconductors. Its AI-infrastructure products support rack power, telemetry and timing. These components can generate chip sales, while reference designs and demonstrated specifications are technical evidence rather than customer orders.
Earnings and disclosures
Latest verified results: Q2 2026 · Released 2026-07-22
Next results: 2026-10-21 · Q3 2026 earnings call.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For Q2 2026, TI reported $5.463 billion of revenue. Trailing-year operating cash flow was $8.667 billion and free cash flow was $6.534 billion, including CHIPS incentives. June cash and short-term investments totaled $7.001 billion against $14.052 billion of current and long-term debt.
Delivery and commitments
An 800-volt power reference architecture with NVIDIA was followed by October telemetry, hot-swap and timing devices. No named production design-win quantity or paid deployment volume was disclosed. Data centers represented 9% of 2025 revenue under a broad end-market definition.
Costs, funding and dependencies
Customer qualification, production demand, fabrication investment and incentive timing affect returns. The data-center category includes networking and power beyond AI, so it should not be treated as an AI-only revenue share.
What to watch next
Watch qualified designs progressing to customer production and recognized sales, alongside the funding of manufacturing capacity. The reviewed device releases do not establish a firm customer-acceptance date.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.