
Ambarella: Powering Physical AI Beyond The Data Center
Ambarella is positioned to capitalize on the surging demand for edge AI, delivering real-time perception and inference in cameras, robotics, and vehicles. AMBA posted record Q3 FY26 revenue of $108.5M (+31.2% YoY), with consensus projecting 36–38% full-year growth and operating leverage returning as edge AI revenue dominates. The CV7 SoC launch and DevZone ecosystem enhance AMBA's competitive edge in multi-stream, low-power, AI-intensive applications, increasing platform stickiness.


















