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Oct 15Thu
  1. Simon Willison81

    Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO

    During IPO preparations, Anthropic met investors on Wednesday and, per the FT, disclosed quarterly revenue of about $4.8bn (Q1), $11.5bn (Q2) and $16.8bn (Q3), up nearly 50% quarter over quarter. In Q3 every $1 of compute spend generated $1.70 in revenue, adjusted operating margin excluding stock-based compensation was 11%, and distillation accounted for 5–7% of revenue, sharply cut in Q3; the author estimates that in Q2 other labs spent over $500m distilling Anthropic models.

    Why it matters: The article compiles key figures Anthropic disclosed to investors — revenue, margins and distillation share — offering insight into its business ahead of the IPO.

  2. The Decoder81

    Anthropic's Q3 revenue hits $16.8B but growth slows ahead of planned November IPO

    At meetings with prospective investors, Anthropic disclosed Q3 revenue of $16.8B, up about 45% quarter over quarter — far below Q2's growth of over 140%. Per The Information and the Financial Times, its adjusted operating margin for the first three quarters was 11%, it posted adjusted profits for two consecutive quarters, and each $1 of compute spend in Q3 generated $1.70 in revenue.

    Why it matters: The article aggregates Anthropic's revenue, margins and shifting IPO valuation expectations across three quarters, showing its growth slowdown and market reaction.

Oct 9Fri
  1. TechCrunch · AI77

    OpenAI’s revenue is reportedly $20 billion less than previously projected

    According to the Financial Times, OpenAI has told investors its annualized revenue is close to $50 billion, about $20 billion below the previously circulating $70 billion figure. That earlier number came from estimates by OpenAI investors for direct comparison with Anthropic's annualized revenue, and the two companies calculate it differently: Anthropic includes cloud partners' sales while OpenAI does not.

    Why it matters: The report explains the accounting differences and their connection to fundraising and IPO plans, helping readers understand the context behind this revenue revision.

Oct 7Wed
  2. Intel Official Announcements25

    Intel to Report Third-Quarter 2026 Financial Results

    Intel announced it will release third-quarter 2026 financial results after market close on October 29, 2026, and hold an earnings call at 2 p.m. PDT that day. The call will be publicly webcast on Intel's investor relations site intc.com, where related materials and a replay will also be available.

  3. Arista Switches and Official Announcements21

    Arista Networks to Announce Q3 2026 Financial Results on Tuesday, November 3, 2026

    Arista Networks (NYSE: ANET) will release its third-quarter 2026 financial results for the period ended September 30 after the US market close on November 3, with management hosting a conference call the same day at 1:30 PM PT, along with a webcast and replay. The company will also attend three investor events in December: the UBS Global AI and Technology Conference, the Wells Fargo TMT Summit, and the Barclays Global Technology Conference.

Oct 5Mon
Aug 28Fri
  1. Marvell Optical Interconnect and Official Announcements69

    Marvell Technology, Inc. Reports Second Quarter of Fiscal Year 2027 Financial Results

    Marvell reported fiscal 2027 second-quarter results with record net revenue of $2.739 billion, up 37% year over year and $39 million above the midpoint of the May 27 guidance. Data center revenue was $2.1715 billion, up 46% year over year and 79% of revenue; GAAP gross margin was 53.1%, non-GAAP gross margin 58.9%, and operating cash flow $605.5 million.

    Why it matters: The earnings report shows accelerating data center revenue growth and raised guidance, helping readers gauge how AI demand is actually driving Marvell's business.

Aug 10Mon
  1. Intel Official Announcements67

    Intel Announces Proposed $15 Billion Common Stock Offering

    Intel announced a proposed $15 billion underwritten public offering of common stock, with net proceeds intended for general corporate purposes, including capital expenditures and working capital. The company said unprecedented investment in AI compute has created a strong demand environment, and it granted underwriters a 30-day option to purchase up to an additional $2.25 billion of stock, with J.P. Morgan, Goldman Sachs, Morgan Stanley and Citigroup acting as joint bookrunners.

    Why it matters: The announcement details the offering size, use of proceeds and underwriting arrangements, letting readers see how Intel plans to fund capital expenditures tied to AI compute demand.

Aug 5Wed
  1. AMD Official Announcements75

    AMD Reports Second Quarter 2026 Financial Results

    AMD reported Q2 2026 results with revenue of $11.5 billion, up 50% year over year, GAAP net income of $2.3 billion, and data center revenue of $6.7 billion, up 107% and accounting for 58% of total revenue.

    Why it matters: The earnings report gives specific figures on doubled data center revenue, AI-related product deployments and next-quarter guidance, helping readers gauge the pace of AMD's AI business growth.

  2. Arista Switches and Official Announcements68

    Arista Networks, Inc. Reports Second Quarter 2026 Financial Results

    Arista Networks reported Q2 2026 revenue of $3.036 billion, up 12.1% sequentially and 37.7% year over year, its first quarter above $3 billion; non-GAAP diluted EPS was $1.02, up 40% year over year.

    Why it matters: The report gives specific figures for quarterly revenue, profit, and Q3 guidance, helping readers assess the pace of Arista's growth in AI networking hardware.

Aug 4Tue
  1. Marvell Optical Interconnect and Official Announcements26

    Marvell Technology, Inc. Announces Conference Call to Review Second Quarter of Fiscal Year 2027 Financial Results; Announces Investor Day on October 6, 2026

    Marvell Technology announced it will hold its fiscal 2027 second-quarter earnings call on August 27, 2026, at 1:45 p.m. Pacific Time, webcast live with a replay available until September 3. The company also announced an Investor Day in New York on October 6, featuring presentations by Chairman and CEO Matt Murphy and the executive team; the event is invitation-only onsite, with webcast and replay available.

Jul 29Wed
  1. Marvell Optical Interconnect and Official Announcements35

    Marvell to Invest $250 Million in India, Expanding Bangalore Facility to Drive Next-generation AI Technology Development

    Marvell announced a $250 million investment in India over three years to expand technology, talent, and infrastructure, with plans to double headcount within three years. The company added a new wing to its Bangalore office and is expanding its Hyderabad footprint to support R&D on AI, cloud, and data infrastructure semiconductors. India is Marvell's second-largest R&D organization, and its MSTEM scholarship program selected 100 students from more than 7,000 applicants.

Jul 24Fri
  1. Intel Official Announcements71

    Intel Reports Second-Quarter 2026 Financial Results

    Intel reported Q2 2026 revenue of $16.1 billion, up 25% year over year, with non-GAAP EPS of $0.42 and a GAAP loss per share of $2.16.

    Why it matters: The report also discloses segment revenue, 18A-P progress, and capacity expansion investment plans, helping readers compare growth structure against changes in capital spending.

Jul 7Tue
May 6Wed
Apr 8Wed
Feb 13Fri
  1. Arista Switches and Official Announcements62

    Arista Networks, Inc. Reports Fourth Quarter and Year End 2025 Financial Results

    Arista Networks (NYSE: ANET) reported fourth-quarter and full-year 2025 results: Q4 revenue of $2.488 billion, up 7.8% quarter over quarter and 28.9% year over year; full-year revenue of $9.006 billion, up 28.6% year over year.

    Why it matters: The report discloses quarterly and annual revenue, margins, and Q1 2026 guidance, letting readers gauge the growth pace of its AI networking business.

Jan 16Fri