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Oct 18 · Sun

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Oct 15Thu
  1. 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.

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.

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.

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.

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