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The newest in Markets
PrimaryMarkets€11.7 billionASML, the sole supplier of the EUV lithography machines that print every leading-edge AI chip, posted record quarterly sales in its third quarter of 2026, with net sales reachingASML HoldingQ3 2026- PrimaryMarkets$16.4 billion in AI-optimized server revenueDell Technologies' AI-optimized servers generated $16.4 billion in net revenue in its fiscal second quarter of 2027 (three months ended July 31, 2026), double the $8.2 billion reported a year earlierDell Technologies 10-QQ2 FY2027 (ended Jul 31, 2026)
- PrimaryMarkets$341.9 million, up 322% YoYApplied 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 rampedApplied Digital CorporationQ1 FY2027 (Aug 2026)
- EstimateMarkets15% to 20%AI inference is still squeezing the memory market. TrendForce's 30 September 2026 quarterly forecast says enterprise SSD bit demand will grow more than 80% year-over-year in 2026 as cloud providers keep expanding AI inference infrastructure, pushing overall NAND Flash contract prices up in the fourth quarter of 2026 byTrendForceQ4 2026 forecast, 30 Sep 2026
- PrimaryMarketsNT$3.899 trillion, up 41.1% year-over-yearTSMC, which fabricates nearly every leading-edge AI accelerator, reported September 2026 consolidated revenue of NT$511.86 billion, up 54.6% year-over-year — pushing its cumulative revenue for the first nine months of 2026 toTSMCSeptember 2026
- PrimaryMarkets42% of Arista Networks' total revenue in fiscal 2025 — from just two customersArista 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 forArista Networks 10-KFY2025
- PrimaryMarketsa record 9,700 net interconnections, as revenue grew 16.4% to $2.625 billionEquinix operates the world's largest colocation and interconnection footprint, and AI, cloud and networking workloads are pushing more enterprises to physically cross-connect inside its data centres. In the quarter to 30 June 2026 it addedEquinix Q2 2026 earnings releaseQ2 2026
- PrimaryMarkets$3.658 billion, up 15.2% year-over-year from $3.175 billionKLA Corporation, whose process-control and inspection tools catch defects in AI chips before they ship, reported record fiscal fourth-quarter 2026 revenue, for the quarter ended 30 June 2026, ofKLA CorporationFQ4 2026
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