MaxLinear raises 2026 optical data center revenue forecast to $250M-$270M

AI infrastructure demand is pulling the chipmaker away from legacy broadband and toward high-speed optical chips MaxLinear just told investors its optical data center business is growing faster than it thought three months ago. The company now expects 2026 revenue from that segment to land between $250 million and $270 million . That is the second upgrade this year. The low end of the new range sits above the top of the old one. MaxLinear (NASDAQ: MXL) reported third-quarter 2026 results on October 22, 2026. Alongside the earnings, it lifted the optical data center outlook from a prior estimate of $210 million to $230 million. That earlier range was itself a raise, set during the second quarter of 2026. So the target has moved up twice in roughly six months.

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