Guy Johnson

We just raised the guidance for our AI revenue for this year from one billion to one and a half.

So we are more than doubling in this fiscal year and it will not end in 26.

We expect the addressable market for Infineon for powering the AI data centers in the magnitude of 8 to 12 billion.

So it's a significant idiosyncratic growth driver for the company going ahead.

Yeah.

Hello, I'm Joel Weber.

And I'm Eric Balchunas.

We're the hosts of the Trillions podcast from Bloomberg, a deep dive into all things ETFs and investing.

Eric, what's so amazing about ETFs?

As you can hear, Eric's passionate about them.

My role is to try and keep him in check and make all of this a little bit more understandable for the rest of us.

Not always easy, but always worth a listen.

So listen to Trillions on Apple, Spotify, or wherever else you get your podcasts.