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| Period | Program | Printed update |
|---|---|---|
| Q3 2025. Scorpio P-Series | Scorpio P-Series fabric switches | Several new design wins at multiple hyperscalers across merchant GPU platforms (including NVIDIA GB300 and B300) and custom AI accelerators |
| Q3 2025. Scorpio X-Series engagements | Scorpio X-Series scale-up | Engaged with over 10 AI platform providers. Multi-generation design wins described as extending through 2029 |
| Q4 2025. Scorpio P additional hyperscalers | Scorpio P-Series | Expect commencing shipments into at least two additional major hyperscalers on next-generation AI platforms in 2026 |
| Q4 2025. Scorpio X customers | Scorpio X-Series | Engaged with 10+ customers. Initial quantities for new customer platforms in H2 2026, with volume ramps set for 2027 |
| Q1 2026. Leo Azure M-Series | Leo CXL memory controller | On track for an early ramp of CXL-attached memory with Microsoft Azure M-Series virtual machines |
| Q1 2026. Leo custom KV cache | Custom Leo CXL controller | New custom design win for a KV-cache offload application. Shipments expected in 2027. Call also cited a second custom CXL design win with an additional hyperscaler |
| Q2 2026. Leo standard U.S. hyperscaler | Leo standard memory controller | New design win at a U.S. hyperscaler. Expect volume shipments of standard and custom Leo controllers to two U.S. hyperscalers in 2027 |
| Q2 2026. Custom connectivity | Custom silicon (including NVLink Fusion-based and custom Leo) | Initial shipments for these custom design wins expected to commence in 2027 |
| Period | Printed share of revenue | Scope as printed |
|---|---|---|
| Q3 2025 (ended 30 Sep 2025) | In excess of 20% | Scorpio (all Gen 6) plus Aries Gen 6 |
| Q1 2026 (ended 31 Mar 2026) | More than one-third | PCIe Gen 6 across AI fabric and signal conditioning |
| Q2 2026 (ended 30 Jun 2026) | More than 50% (up from one-third in Q1) | PCIe 6 across Scorpio AI fabric switches and Aries retimers |
| Period | Product family | Printed status |
|---|---|---|
| FY2025. Scorpio P-Series share | Scorpio P-Series | Exceeded the 10% FY2025 revenue target. Q4 2025 and Q1 2026 calls later specified Scorpio at 15% of FY2025 revenue |
| FY2025. Aries growth | Aries | Portfolio grew nearly 70% year over year in 2025 |
| FY2025. Taurus growth | Taurus (Ethernet AEC modules) | Revenue grew more than 4x year over year in 2025, driven by 400G designs |
| Q4 2025. Taurus | Taurus | Strongest performing product family in the quarter. New 400G programs shipping in volume for AI and general-purpose systems |
| Q4 2025. Scorpio X-Series | Scorpio X-Series | Shipped pre-production quantities. High-volume production expected in H2 2026 |
| Q1 2026. Scorpio X-Series | Scorpio X-Series | Initial production volumes. 320-lane variant announced; full volume production expected H2 2026 |
| Q1 2026. Taurus AEC | Taurus AEC | Solid results from broad AEC adoption to extend Ethernet reach in AI and general-purpose compute |
| Q2 2026. Aries | Aries | Record quarterly revenue. PCIe 6 retimers and gearboxes across scale-up and scale-out |
| Q2 2026. Scorpio family | Scorpio P-Series and X-Series | X-Series entered volume production. Family expected to become the largest product line by revenue in Q3 2026 (outlook, one quarter ahead of prior plan) |
| Q2 2026. Taurus 800G AEC | Taurus 800G AEC | Pre-production shipments of 100G per lane smart cable modules for 800G AECs. 200G per lane 3.2T retimers and redrivers announced |