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SpaceX now reports an AI segment alongside Space and Connectivity. In the quarter to 30 June 2026, advertising on X brought in $367 million — less than a year earlier — while the segment's AI solutions and infrastructure line, covering Grok API access, subscriptions, data licensing and cloud, reached $2.19 billion, seven times its level a year earlier
Verified 2026-08-15
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- 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
- Astera Labs makes the connectivity chips that link AI accelerators inside data-centre racks, and demand pushed its revenue for the quarter ended 30 June 2026 up 104% year-on-year to $392.4 million
- Cadence Design Systems, whose software chipmakers use to design AI accelerators, reported $1.584 billion of revenue in its second quarter of 2026, up 24.2% from $1.275 billion a year earlier, with quarter-end backlog reaching a record $8.1 billion as CEO Anirudh Devgan cited accelerating demand for AI-driven design tools Cadence's Q2 2026 revenue: $1.584 billion, up 24.2% year-over-year