Back
Markets6/day by emailPrimary
Credo Technology, whose active electrical cables and optical DSPs connect AI accelerators inside hyperscaler racks, reported $479.0 million in quarterly revenue, up 114.7% year-over-year
Verified 2026-09-02
Track with InsiderTHE INTELLIGENCE CLUB
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
Read this morning's edition →The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Markets
- Applied Materials sells the deposition, etch and inspection machines chipmakers must install before a single AI chip exists, so its results run a step ahead of the chip cycle. Its third fiscal quarter, ended 26 July 2026, was the biggest in the company's history: Applied Materials booked a record $9.12bn of revenue, up 25% year over year
- Arista Networks builds the networking gear that links GPUs inside AI data centres, and its own SEC filings show how concentrated its customer base is. Two customers have each exceeded 10% of its revenue in every one of the last three fiscal years, and in fiscal 2025 together they accounted for 42% of Arista Networks' total revenue in fiscal 2025 — from just two customers
- Applied Digital's fiscal first quarter 2027, ended August 31, 2026, brought revenue of $341.9 million, up 322% year-over-year, as the data-center builder's AI capacity buildout for hyperscaler customers ramped $341.9 million, up 322% YoY