Every fact, every receipt

AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue

Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year

Arm's total royalty revenue grew 11% year-over-year to $671 million in its fiscal fourth quarter of 2026, and the company said its data centre royalty revenue within that more than doubled year-over-year on rising Arm-based server chip deployments by hyperscalers Arm data-centre royalties more than doubled YoY

Broadcom reported $20 billion of AI revenue in its 2025 financial year, out of $63.89 billion in total — 31.3% of everything it sold

Broadcom's entire 2025 financial year produced $20 billion of AI revenue. In the single quarter to 3 May 2026, its AI semiconductor revenue — custom accelerators and AI networking — reached $10.8 billion in one quarter, up 143% year on year

Coherent's Datacenter & Communications segment, the optical transceivers that link GPUs inside AI data centers, brought in $1.615 billion in the quarter to 30 June 2026, up 58.6% from $1.018 billion a year earlier as demand for 800G and 1.6T transceivers accelerated Coherent's AI-datacenter segment revenue: $1.615 billion, up 58.6% year-over-year

Intel's Data Center and AI segment, the unit selling Xeon server chips and Gaudi/Crescent Island AI accelerators, reported revenue for the quarter ended 27 June 2026 up 59% year-over-year to $6.3 billion in quarterly segment revenue

Micron breaks out the memory it sells into AI data centres as its own business unit. In the quarter to 28 May 2026 that unit took in $11.52 billion, against $1.53 billion in the same quarter a year before — Micron's core data centre revenue grew 7.5× in a year

Monolithic Power Systems makes the chips that step grid power down to the voltages AI GPUs need. Its Enterprise Data segment, which sells into AI servers, grew far faster than the rest of the company in the quarter to 30 June 2026, when total revenue hit a record $980.6 million and Enterprise Data segment revenue reached $380.6 million in AI server chip revenue, up 164.3% year-over-year

Marvell designs the custom accelerators, optics and switching silicon that wire AI clouds together, and that business has crowded out everything else it sells. In the quarter to 2 May 2026, data centre revenue of $1.83 billion out of $2.42 billion total came to 76% of Marvell's revenue

Nvidia spent $18.5 billion on research and development in its 2026 financial year — three times its $6.04 billion of capital expenditure

AI chip performance per dollar has been improving by approximately 1.37× per year

Soaring AI-server memory prices lifted SK hynix to 79.32 trillion won of revenue and 60.54 trillion won of operating profit in the second quarter of 2026 — an operating margin of 76%

Super Micro Computer assembles and ships AI servers rather than designing the chips inside them. For the financial year ended 30 June 2026 it reported net sales of $39.1 billion, up from $22.0 billion a year earlier

Teradyne, whose systems test semiconductor chips before they ship, reported quarterly revenue of $1.33 billion for the quarter ended June 28, 2026, up 104% from $652 million a year earlier, with $1.12 billion of that revenue in its Semiconductor Test segment Teradyne's revenue up 104% year-over-year to $1.33 billion