KEDI US AI Tech Top 10 Index

Meta Connect 2026 is scheduled for September 23-24 in Menlo Park, where Meta has indicated it will present AI, wearable, VR, and metaverse updates.

Blizzard, a Microsoft Gaming business, is scheduled to hold BlizzCon 2026 in Anaheim on September 12-13, where its opening ceremony and panels are expected to provide franchise updates.

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

Broadcom announced that it will report fiscal third-quarter 2026 financial results after market close on September 2, 2026.

Xbox is scheduled to broadcast from Gamescom 2026 on August 26-27, with gameplay reveals, trailers and developer interviews tied to its upcoming content slate.

NVIDIA is scheduled to report fiscal Q2 2027 financial results on August 26 at 2:00 p.m. Pacific Time, a material read-through for AI-system demand and HBM consumption.

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

Nicholas Parker is scheduled to become NVIDIA executive vice president of Worldwide Field Operations on August 24, succeeding retiring Ajay K. Puri.

Micron’s Raghu Sreeramaneni is scheduled to present “Evolving memory architectures for AI” in the memory-technology tutorial at Hot Chips 2026 on August 23, 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.

The Oakland court and California Attorney General confirmed that jury selection in the multistate youth-safety case against Meta begins on August 12, 2026, with opening statements and evidence no earlier than August 18.

Zoox said it will begin charging fares for its Las Vegas robotaxi service on August 10, 2026, advancing the Amazon-owned unit from free public rides toward commercial operations.

Gears of War: E-Day’s gated early-access multiplayer beta concluded on August 10 as scheduled, with the broader-access beta still scheduled for August 13-17.

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.

NVIDIA announced AI-compute infrastructure financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR intended to mobilize more than $500 billion of third-party capital.

TSMC reported July 2026 consolidated revenue of NT$467.58 billion, up 44.7% year over year and 5.6% month over month.

Amazon confirmed that it is financing a proposed 7.65-GW privately powered data-center campus in Pecos County, Texas.

AMD announced a definitive agreement to acquire Toronto-based specialized AI-inference silicon company Taalas, subject to customary closing conditions and regulatory approvals.

A New Mexico court ordered Meta to pay $567 million and implement youth-safety remedies following the final phase of the state's child-safety case.

AMD, Supermicro and Spectro Cloud launched AMD Instinct Coder, a jointly developed turnkey enterprise AI-coding inference solution using AMD Instinct GPUs, EPYC processors and Pensando networking.

Alphabet’s Google DeepMind restructuring also included the departure of Jeff Dean, Sanjay Ghemawat, Oriol Vinyals and Quoc Le to form Discovery Loop, in which Alphabet participated and with which it signed a long-term cloud-and-compute partnership.

Meta released Muse Code in beta and launched the coding-focused Muse Spark 1.2 model through Muse Code and its Meta Model API.

Sandisk reported fiscal Q4 2026 revenue of $8.97 billion, up 51% sequentially, and guided fiscal Q1 2027 revenue to $10.30 billion-$10.80 billion.

Reports on August 5 indicated that HP, Asus and Acer had begun using limited CXMT DRAM volumes in certain non-U.S. notebook products after qualification activity.

AMD reported second-quarter 2026 revenue of $11.536 billion and non-GAAP diluted EPS of $1.66, while guiding third-quarter revenue to approximately $13.0 billion and non-GAAP gross margin to approximately 56%.

AMD reported fiscal Q2 2026 revenue of $11.54 billion and Data Center revenue of $6.7 billion, up 107% year over year, while guiding fiscal Q3 revenue to approximately $13.0 billion.

SpaceX reported 1.4 gigawatts of AI compute capacity after expanding its AI infrastructure in the second quarter, providing a measurable update to its NVIDIA-exclusive buildout plans.

SpaceX reported Q2 2026 revenue of $7.81 billion, up 92% year over year, and a $541 million net loss in its first public-company quarterly results.