Analog Devices Inc

FY2024 annual 10-K (ended Nov 2, 2024) is the FIRST filing to explicitly mention AI in the business description: 'The Intelligent Edge is characterized by ubiquitous sensing, hyper-scale and edge computing, artificial intelligence (AI) and pervasive connectivity.' Also states: 'we are increasingly incorporating AI capabilities into the development of technologies and our business operations, and into our products and services.' However, no AI revenue figure or AI segment is disclosed. The addition of 'artificial intelligence (AI)' to the Intelligent Edge description signals growing relevance. Full-year FY2024 revenue was in cyclical trough. Increasing to 3% to reflect ADI's own acknowledgment of AI as a growth driver and the ramp of AI data center optical/power content.