Silicom receives initial PoC orders for AI inference solution targeting Tier-1 hyperscalers

• Silicom received initial orders from an AI inference acceleration provider for an inference-specific hardware solution to support a proof of concept aimed mainly at Tier-1 hyperscalers.
• Deliveries scheduled for H1 2026, with proof of concept slated for H2 2026.
• Customer expects to move to an initial full-scale rollout if proof of concept succeeds, calling for tens of thousands of units with a multi-thousand-dollar average selling price per unit.
• Update follows earlier inference-related orders from two AI compute contenders for two products, with a separate order to develop a third inference-specific product.

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