KEDI US AI Tech Top 10 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.

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.

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.

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.

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.

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.

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.

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

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.