Follow earnings, announcements, orders, capacity and capital spending across the listed AI supply chain, from chips and lithography to optics, packaging, servers, power and cooling. Check original disclosures and publication times.
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.
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.
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.
AMD announced it will report fiscal third quarter 2026 financial results on Tuesday, November 3, 2026, after the US market close. Management will hold a conference call at 5:00 pm ET, and investors can listen via a webcast at ir.amd.com.
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.
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.
TrendForce's weekly report shows DRAM lead times have reached 20 weeks (versus a balanced level of 8 weeks), and the shortage is limiting the ability of some NAND vendors to support enterprise SSD solutions.
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.
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.
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.
Arista Switches and Official AnnouncementsSelectedAI score6868
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.
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Marvell Optical Interconnect and Official AnnouncementsAI score2626
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.
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.
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.
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Arista Switches and Official AnnouncementsAI score1111
Arista Networks has announced it will release its Q2 2026 financial results on Tuesday, August 4. The original article's body did not display specific details due to a page loading issue.
Arista Networks released its first-quarter 2026 financial results. The original announcement page failed to load due to loading issues, so specific figures such as revenue and profit could not yet be confirmed.
Arista Networks has announced it will release its first-quarter 2026 financial results on Tuesday, May 5, 2026. The original article body failed to load, so only the headline information could be confirmed.
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.
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Arista Switches and Official AnnouncementsAI score1616
Arista Networks announced it will release its Q4 2025 financial results on Thursday, February 12, 2026. The page body failed to load, so no further details on the results are available yet.