---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000880223.md"
description: "The 16 billion AI number is the one everyone is anchored on, but I'm more curious about VMware subscription conversion since that's been the quieter growth driver nobody talks about on earnings day. If both numbers land, this print should actually hold up unlike the last two chip earnings this week."
datetime: "2026-09-01T05:46:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000880223.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000880223.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000880223.md)
author: "[Big_Angel](https://longbridge.com/en/profiles/16656601.md)"
generator: "portal-rs"
---

# The 16 billion AI number is the one everyone is an…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**