Tracking earnings reports, announcements, orders, capacity, and capital expenditure of listed companies across the AI supply chain, covering chips and memory, lithography equipment, optical modules, interconnects, advanced packaging, PCBs, servers, and power and liquid cooling; original announcement text and publication times are preserved.
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's annualized revenue rate at the end of September was about $50B; the earlier near-$70B figure was an accounting calculation comparable to Anthropic's, with the difference lying in how revenue from partner sales is recognized. Both comply with US GAAP.
Why it matters: The piece clarifies the accounting differences between OpenAI's and Anthropic's annualized revenue figures, letting readers compare the two companies' revenue scale more accurately.
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 a definitive agreement to acquire World Labs in an all-stock deal valued at approximately $8.2 billion, expected to close by the end of 2026, subject to regulatory approval and other customary closing conditions. Founded by Fei-Fei Li and headquartered in San Francisco, World Labs develops spatial intelligence models that generate, reconstruct, and simulate interactive 3D environments from text, image, and video inputs, as well as robot learning and simulation technology.
Why it matters: AMD's official announcement gives the deal amount, equity form, and timeline, helping readers understand its direction of integrating AI hardware with model research.
Aug 28Fri
Friday
Marvell Optical Interconnect and Official AnnouncementsSelectedAI score6969
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.
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.
Feb 13Fri
Friday
Arista Switches and Official AnnouncementsSelectedAI score6262
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.
Mistral AI announced a €1.7 billion Series C at a €11.7 billion post-money valuation, led by ASML, with a strategic partnership established between the two companies.
Why it matters: Coming from the official announcement, it clearly states the funding amount, valuation and ASML-led strategic partnership intent, helping readers understand Mistral AI's future industry direction.