THE ARCHIVE
Every number we publish, with the body that produced it and the date it was true. The tier on each card says how strong the receipt is — straight from the source, reported second-hand, or a named analyst's estimate. Nothing here is unsourced. How we source these.
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
Open this fact →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
Open this fact →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
Open this fact →Coherent's Datacenter & Communications segment, which supplies optical transceivers for AI data centers, generated $1.62 billion in revenue in the quarter ended June 30, 2026, up 58.6% from a year earlier $1.62 billion
Open this fact →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
Open this fact →Credo Technology makes the active electrical cables and optical DSPs that connect AI accelerators inside hyperscaler racks, and demand for that interconnect gear pushed its revenue for the quarter ended 26 April 2026 up 157.0% year-over-year to $437.0 million in quarterly revenue
Open this fact →Salesforce's quarter to 31 July 2026 brought total revenue of $11.3 billion, up 11% year-over-year, with subscription and support revenue of $10.8 billion providing the bulk of the growth $11.3 billion in Q2 FY2027 revenue
Open this fact →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
Open this fact →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%
Open this fact →IREN, the bitcoin miner turned AI cloud operator, said its AI Cloud Services revenue grew roughly 8x year-over-year to $128.8 million in the fiscal year ended June 30, 2026, and the company now has $4 billion of ARR contracted for 2026 GPU capacity, with $1 billion already operating
Open this fact →Marvell's record quarter to 2 May 2026 looks very different depending on which profit line you read. Non-GAAP net income was $718.0 million. Under GAAP — after $207.6 million of stock compensation, $225.2 million of amortisation on acquired intangibles and a $250.7 million contingent-consideration revaluation — net income was $34.5 million, under 5% of the adjusted figure
Open this fact →Marvell's revenue hit a record $2.74 billion in the quarter to 1 August 2026, up 37% year-on-year, led by an AI data-centre business that grew even faster — accelerating to 46% year-on-year, to $2.17 billion in Data Center revenue
Open this fact →Marvell's data infrastructure chip business set a fiscal second-quarter revenue record in the three months to 1 August 2026, with net revenue up 37% year-over-year to $2.739 billion, as Data Center segment revenue growth accelerated to 46% $2.739 billion in record Q2 revenue
Open this fact →Nebius rents out AI cloud capacity and is scaling from a small base. Revenue in the second quarter of 2026 reached $582.3 million against $105.1 million in the same quarter of 2025 — a 454% year-on-year rise in revenue
Open this fact →In July 2025, Nvidia became the first US company in history to reach a $4 trillion market capitalisation
Open this fact →Nvidia's Data Center segment brought in $193.7bn of the $215.9bn it made in its 2026 financial year — 89.7% of the company's revenue
Open this fact →Nvidia's Data Center segment generated $89.0 billion in revenue in its fiscal second quarter ended July 26, 2026, up 117% from a year earlier and now 92% of total company revenue $89.0 billion
Open this fact →Nvidia reported revenue of $96.2 billion for its fiscal second quarter ended July 26, 2026, up 106% from a year earlier and 18% from the prior quarter $96.2 billion
Open this fact →Oracle's remaining performance obligations — cloud work it has signed but not yet delivered — stood, when its financial year closed on 31 May 2026, at $638 billion of contracted revenue, up 363%
Open this fact →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
Open this fact →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
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