MaxLinear, Inc. (MXL) reported a 136% year-over-year surge in infrastructure revenues during the first quarter of 2026, driven by growth in AI-driven optical data centers and the transition toward next-generation broadband standards. The company’s optical data center platforms have ramped production notably, supporting 400G and 800G deployments among multiple hyperscale customers.
The shift toward 1.6T bandwidth is set to begin production in late 2026, with significant advancements in MaxLinear’s product offerings, including the 200-gigabit PAM4 digital signal processor and matching transimpedance amplifier. Additionally, the company is executing large-scale deployments of fiber passive optical networks and Wi-Fi 7 gateways, expected to continue through 2026 and into 2027.
As of Q1 2026, MaxLinear’s non-GAAP gross margin stood at 59.5%, with a forecast of 58-61% for Q2. The company’s infrastructure segment is anticipated to drive margin growth as higher-value products come to market.
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