How much of ON Semiconductor's revenue comes from AI data centers today?

AI data center revenue totaled about $250 million（約400億円） in 2025, representing about 4.2% of its $6 billion（約9600億円） in revenue. The CEO expects this to reach about $500 million（約800億円） in 2026, raising the share to 7.7% of the projected $6.48 billion（約1兆円） overall revenue.

What is Rockwell Automation's role in AI?

Rockwell partners with Nvidia to integrate Nvidia applications into its industrial automation software, enabling customers to build digital twins—simulations of their physical operations—to test performance and implement improvements.

Why are these stocks considered hidden from investors?

Their current AI exposure is low, which is why they are largely overlooked compared to highly visible AI data-center plays like Vertiv, Comfort Systems, and GE Vernova, even though their AI revenue is growing rapidly.

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ON Semiconductor, Rockwell Automation emerge as overlooked AI plays

Yahoo Finance AI3h ago5 min read

Key takeaway

ON Semiconductor and Rockwell Automation are gaining traction as overlooked beneficiaries of a shift in AI spending from infrastructure to inference—the computing phase that follows initial data center investment. ON Semiconductor, an Nvidia partner providing power chips for AI data centers, expects its AI revenue to double from $250 million（約400億円） in 2025 to $500 million（約800億円） in 2026. Rockwell Automation embeds AI inference into industrial automation software, helping manufacturers simulate and optimize their operations, a capability that may drive significant future value.

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3 Key Points

What happened
Two industrial stocks—ON Semiconductor and Rockwell Automation—are drawing investor attention as companies positioned to benefit from a shift in AI spending from data center infrastructure toward inference (the step where trained AI models produce answers). ON Semiconductor's AI data center revenue totaled about $250 million（約400億円） in 2025, representing about 4.2% of its $6 billion（約9600億円） in revenue, and the CEO expects it to double in 2026.
Why it matters
Unlike visible AI infrastructure plays, these two companies have low current AI exposure but are gaining ground fast. ON Semiconductor serves as an Nvidia partner providing power chips for next-generation data centers and is expanding into edge inference across enterprises, manufacturing, and other environments. Rockwell Automation embeds AI inference into its industrial automation software, partnering with Nvidia to help customers build digital simulations of their operations, which may significantly increase the value of its automation solutions.
What to watch
ON Semiconductor's AI data center revenue is expected to grow by $250 million（約400億円） in 2026 alone—outpacing the projected $228 million（約360億円） growth in its non-AI revenue. The company's overall revenue is projected to reach $6.48 billion（約1兆円） in 2026 under Wall Street consensus, with the AI segment rising to 7.7% of the total.

FAQ

How much of ON Semiconductor's revenue comes from AI data centers today?: AI data center revenue totaled about $250 million（約400億円） in 2025, representing about 4.2% of its $6 billion（約9600億円） in revenue. The CEO expects this to reach about $500 million（約800億円） in 2026, raising the share to 7.7% of the projected $6.48 billion（約1兆円） overall revenue.
What is Rockwell Automation's role in AI?: Rockwell partners with Nvidia to integrate Nvidia applications into its industrial automation software, enabling customers to build digital twins—simulations of their physical operations—to test performance and implement improvements.
Why are these stocks considered hidden from investors?: Their current AI exposure is low, which is why they are largely overlooked compared to highly visible AI data-center plays like Vertiv, Comfort Systems, and GE Vernova, even though their AI revenue is growing rapidly.

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