TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?

Texas Instruments' data center revenues doubled year-over-year in Q2 2026, driven by AI infrastructure spending. The company expects to outgrow the data center market in 2026, supported by R&D investments, manufacturing capacity, and the shift toward 800-volt architectures that increase chip content. Competitors Analog Devices and ON Semiconductor also show strong data center growth, though TXN's broad analog portfolio and capacity position provide competitive advantages.