v3.25.4
Revenue (Tables)
12 Months Ended
Jan. 31, 2026
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue
The following table summarizes net revenue disaggregated by end market (in millions, except percentages):
Year Ended
January 31,
2026
% of Total
Year Ended
February 1,
2025
% of Total
Year Ended
February 3,
2024
% of Total
Net revenue by end market:
Data center$6,100.3 74 %$4,164.2 72 %$2,216.7 40 %
Communications and other2,094.3 26 %1,603.1 28 %3,291.0 60 %
$8,194.6 $5,767.3 $5,507.7 

The following table summarizes net revenue disaggregated by primary geographical market based on destination of shipment (in millions, except percentages):
Year Ended
January 31,
2026
% of TotalYear Ended
February 1,
2025
% of Total
Year Ended
February 3,
2024
% of Total
Net revenue based on destination of shipment:
China$2,969.9 36 %$2,507.6 43 %$2,371.0 43 %
Taiwan1,657.3 20 %560.7 10 %161.9 %
United States1,174.1 14 %956.9 17 %795.6 14 %
Other2,393.3 30 %1,742.1 30 %2,179.2 40 %
$8,194.6 $5,767.3 $5,507.7 
The following table summarizes net revenue disaggregated by customer type (in millions, except percentages):
Year Ended
January 31,
2026
% of TotalYear Ended
February 1,
2025
% of Total
Year Ended
February 3,
2024
% of Total
Net revenue by customer type:
Direct customers$4,630.4 57 %$3,309.9 57 %$3,469.5 63 %
Distributors3,564.2 43 %2,457.4 43 %2,038.2 37 %
$8,194.6 $5,767.3 $5,507.7