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Palantir positions its whole product line as an AI platform but reports no AI revenue at all — its 2025 annual report splits revenue 54% government, 46% commercial
Verified 2026-08-03
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- CoreWeave rents AI computing power by the hour, and demand is not the problem: first-quarter 2026 revenue rose 112% year on year to $2.08 billion. The company still reported a $740 million net loss for the quarter
- Dell's quarter to 28 May 2026 was the one where AI servers took over the business: total revenue hit a record $43.8 billion, up 88% year on year, and of that, $16.1 billion came from AI servers alone
- As cloud providers shifted from AI training to inference, conventional DRAM contract prices jumped 93% to 98% in a single quarter — and on TrendForce's count of the first quarter of 2026, global DRAM revenue hit $97 billion, up 81%