Akros U.S. AI Cloud Infrastructure Index

Marvell is expected, but has not yet confirmed, to report second-quarter fiscal 2027 financial results after market close on August 27, 2026.

Coherent confirmed that it will report fiscal fourth-quarter and full-year 2026 results after the NYSE close on August 12, 2026, followed by a 4:30 p.m. ET webcast.

Earnings-calendar providers list CoreWeave's second-quarter 2026 financial-results release for August 11, 2026, although the company had not yet issued a corresponding investor-relations date announcement.

Lumentum is scheduled to release fiscal fourth-quarter and full-year 2026 results after market close on August 11, 2026, followed by a 2:00 p.m. PT webcast.

Nebius Group is estimated to report its Q2 2026 results on August 6, 2026, subject to company confirmation.

Arista Networks is scheduled to release Q2 2026 financial results after U.S. market close on August 4, 2026.

Astera Labs is scheduled to release its second-quarter 2026 financial results after the market closes on August 4, 2026.

Vertiv is scheduled to release second-quarter 2026 results before market open on July 29, 2026, followed by an 11:00 a.m. Eastern Time conference call.

The U.S. Department of War awarded Oracle an enterprise software agreement valued at nearly $7 billion over up to 10 years to consolidate its on-premises Oracle software procurement.

Vertiv announced deployment of integrated power, liquid-cooling, rack and installation infrastructure for the Naval Postgraduate School’s NVIDIA DGX GB300 AI system.

Galaxy Digital's Helios subsidiary announced a proposed $3.507 billion senior secured notes offering to finance a Texas data center project leased to CoreWeave.

CoreWeave announced that Anam selected CoreWeave Cloud to run inference for real-time photorealistic AI avatars.

Arista specified that Edge Threat Management for VeloCloud SD-WAN is scheduled for general availability in Q4 2026 across all current VeloCloud hardware and virtual edge platforms.

Astera Labs announced 3.2T Taurus Smart Retimers and Smart Redrivers for AI-infrastructure Ethernet connectivity on July 21, 2026.

Truist upgraded CoreWeave to Buy with a $126 target, Baird initiated Buy coverage with a $100 target, and Barclays maintained Hold while cutting its target to $90.

Wisconsin regulators declined to reconsider financial-support rules that could require Oracle to secure more than $7 billion of collateral for power infrastructure serving its Port Washington Lighthouse data-center campus.

Vertiv announced investments at its Tognana, Italy campus to expand manufacturing and integrated testing capacity for data-center cooling systems.