Edge AI SoC Ramps Accelerate
The quote signals strengthening embedded Edge AI demand across IoT and automotive applications, with advanced vision-processing SoCs moving into a meaningful revenue ramp. This supports a favorable demand read-through for specialized low-power edge-compute silicon.
Driven by a new record level of Edge AI revenue, we reported a fiscal Q2 revenue slightly above the midpoint of our guidance with non-GAAP EPS of $0.18, and with guidance for seasonal fiscal Q3. By product, we are in the midst of a very steep revenue ramp with our 5-nanometer CV75 and the CV72 AI SoCs, and by market, we have sequential growth in both IoT and auto, with automotive revenue driven by commercial vehicles.
Who it touches
- AMBAbullish
Management reported a steep ramp in CV75 and CV72 Edge AI SoCs alongside sequential IoT and automotive growth.
About this signal
- Company
- Ambarella Inc
- Category
- demand
- Call
- Q2 FY2027