Taiwan's Delta Electronics said in its third-quarter earnings report that AI and data center-related revenue accounts for roughly 50% of total sales.…. Speaking at an investor conference on Oct. 29, Delta Electronics Chairman and CEO Cheng Ping said, "Fourth-quarter revenue will definitely be higher than the third quarter," adding, "Gross margin should not be lower than in the third quarter, though we will need to review items such as intangible assets at.