KEDI US AI Value Chain TOP3Plus 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.

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

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.

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.

Palantir is scheduled to release results for the quarter ended June 30, 2026 after the U.S. market close on August 3, 2026.

Amazon Leo's FCC waiver takes effect at the July 30, 2026 interim deployment milestone, with later-deployed satellites temporarily losing spectrum-coordination priority until the waiver condition is satisfied.

Amazon is scheduled to hold its second-quarter 2026 financial-results conference call on July 30, 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.

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.

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.

AWS made Anthropic's Claude Opus 5 available through Amazon Bedrock and the Claude Platform on AWS.

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.

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.

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.

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.

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.

Google introduced Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber to provide more efficient AI-agent and cybersecurity capabilities.

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.

Microsoft and Mistral expanded their strategic partnership through a multibillion-dollar agreement for European AI infrastructure capacity and wider deployment of Mistral models across Microsoft products.

Bank of America added Micron to its U.S. 1 List while maintaining its Buy rating and $1,550 price target.

NVIDIA said Vera Rubin systems are entering production deployments and introduced the 102.4-terabit-per-second Spectrum-6 Ethernet switch system for gigascale AI factories.

Wistron opened its first U.S. smart factory in Fort Worth, Texas, for assembly and testing of NVIDIA AI systems, including GB300 production and planned Vera Rubin production.

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.

Reuters and Nikkei-sourced reporting said TSMC plans base foundry-price increases of up to 10% from 2027 across mature and advanced process nodes.

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

AMD and Microsoft expanded their strategic partnership, with Microsoft set to deploy AMD Helios at scale on Azure for frontier-model inference and Azure AI services.

Microsoft and AMD expanded their strategic partnership to deploy AMD Helios rackscale infrastructure and new AMD-powered Azure virtual-machine series for AI inference, data pipelines and chip design.

NVIDIA expanded its Agent Toolkit with open Omniverse libraries for RTX sensor simulation, GPU-accelerated physics and simulation-ready asset validation.

Bristol Myers Squibb announced it will deploy an NVIDIA DGX SuperPOD built with DGX Vera Rubin NVL72 systems to expand AI-enabled drug discovery and development.

Palantir USG filed a pre-award protest challenging the Defense Intelligence Agency’s ASTRA solicitation for custom software development.