Akros U.S. AI Tech Top10 Index

TSMC is scheduled to release its August 2026 consolidated monthly sales report on September 10, 2026.

Broadcom is estimated to release its fiscal third-quarter 2026 results on September 3, 2026.

NVIDIA is scheduled to report second-quarter fiscal 2027 financial results on August 26, 2026.

Google is scheduled to hold its Made by Google event in New York on August 12, when Pixel 11 pre-orders are set to open.

Jury selection in the multistate youth-safety lawsuit against Meta is scheduled to begin on August 12, 2026, with opening statements scheduled for August 18.

Micron executives are scheduled to participate in the KeyBanc Capital Markets Technology Leadership Forum on August 10, 2026 at 8:00 a.m. Mountain Time.

TSMC is scheduled to release its July 2026 consolidated monthly sales report on August 10, 2026.

AMD is scheduled to report fiscal second-quarter 2026 financial results after market close on August 4, 2026.

Meta Platforms is scheduled to release its second-quarter 2026 financial results after the market closes on July 29, 2026.

Microsoft is scheduled to publish fiscal 2026 fourth-quarter financial results after market close on July 29, 2026.

Microsoft launched Halo: Campaign Evolved globally on July 28, 2026, including availability through Xbox Game Pass Ultimate and PC Game Pass.

NVIDIA announced a long-term partnership and investment in Safe Superintelligence Inc. that provides SSI access to Vera Rubin systems and is intended to expand its compute capacity by an order of magnitude.

NVIDIA further expanded its Agent Toolkit with re-architected PhysicsNeMo and updated CUDA-X libraries for autonomous engineering and semiconductor-design workflows.

Samsung Electronics and Broadcom announced an MOU to expand collaboration on memory, leading-edge foundry and advanced packaging for next-generation AI infrastructure, estimated at more than $200 billion through 2030.

BlackRock’s more than $12 billion bond financing for Meta’s El Paso, Texas data-center campus was reported to face softer demand and was expected to price on July 27, 2026.

Meta began rolling out agentic Meta AI features powered by Muse Spark 1.1 that can connect to apps and complete tasks for users in select markets.

Intel and Lens Technology signed a one-year nonbinding memorandum to explore glass-through-via advanced packaging for future AI and data-center computing platforms.

NAVER, NVIDIA and Brookfield announced a proposed expansion of NAVER’s GAK Sejong NVIDIA DSX AI factory from 55 megawatts to 200 megawatts by 2028.

NVIDIA and SK Group announced a $500 billion-plus initiative spanning AI factories and a long-term partnership to secure and co-develop next-generation AI memory.

AMD and Cerebras announced a technical partnership to deploy Helios systems with Cerebras Wafer-Scale Engine technology for a joint low-latency inference offering.

AMD launched the Helios rack-scale AI platform, Instinct MI400 GPUs including MI455X, and sixth-generation EPYC Venice CPUs at Advancing AI 2026.

The European Commission fined Google €890 million for Digital Markets Act breaches involving Google Search self-preferencing and Google Play anti-steering restrictions.

Intel reported Q2 2026 revenue of $16.1 billion and non-GAAP EPS of $0.42, while guiding Q3 revenue to $15.8 billion-$16.8 billion and non-GAAP EPS to $0.38.

Intel committed to a high-volume ramp of its 14A process technology in 2028 while maintaining planned internal risk production in the second half of 2027.

NVIDIA and Amkor Technology signed a $1.5 billion multi-year agreement under which NVIDIA will prepay to expand Amkor’s U.S. advanced semiconductor packaging and test capacity.

AMD and Anthropic added an up-to-$5 billion AMD equity-investment commitment and a multiyear engineering collaboration to their planned deployment of up to 2 gigawatts of MI450 Series GPUs.

Alphabet raised its 2026 capital-expenditure outlook to $195 billion-$205 billion while reporting second-quarter results.

Microsoft committed $60 million to the U.S. Department of Energy's Genesis Mission and launched its SPARK program office to coordinate AI-for-science support.

Tesla said it began Cybercab production at Gigafactory Texas during Q2 2026, marking the start of a production ramp for its purpose-built autonomous vehicle.

Tesla said it was securing debt facilities that would provide up to $30 billion of borrowing capacity to accelerate its AI, robotaxi, Optimus, semiconductor and solar investments.

Tesla's Q2 2026 filing showed that a $1.005 billion unrealized gain on its SpaceX equity investment supported reported profit, while operating income fell 57% to $398 million and free cash flow was negative $1.09 billion.