Infineon expects data center revenue to grow from €1.5B in FY2026 to €2.5B in FY2027, as it and EU peers STMicro and NXP benefit from AI infrastructure demand (Christina Kyriasoglou/Bloomberg)

Infineon and its European peers (STMicro, NXP) are positioned to capture significant revenue growth in AI infrastructure, with Infineon's data center segment expected to grow 67% year-over-year to €2.5B by FY2027, signaling a major shift in semiconductor supply chains away from Asia-dependent models. For IT organizations, this indicates increasing availability of European-sourced AI chips, which could reduce supply chain risks and geopolitical exposure while enabling more resilient infrastructure investments. Strategic CIOs should evaluate diversifying chip suppliers and reconsidering European sourcing options as viable alternatives in their AI infrastructure procurement strategies.