KEDI Global AI Cloud Index

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 August 2026 monthly sales on September 10, extending the demand read-through for Amkor’s Arizona advanced-packaging partnership with TSMC.

Oracle expects to announce fiscal Q1 2027 results on September 10, 2026, updating the previously cited September 8 market-calendar estimate.

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

Third-party earnings calendars now estimate Credo’s fiscal first-quarter 2027 results for September 9, 2026, superseding the prior September 2 estimate.

Arm is scheduled to hold its 2026 annual general meeting, where shareholders will vote on a revised remuneration policy that includes a higher CEO PSU maximum and a new value-creation PSU award.

Ciena is scheduled to report fiscal third-quarter 2026 financial results on September 3, 2026.

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

Cadence expects AuraStack AI Super Agent to become available in 2026, with its rollout to be completed in September rather than on a disclosed September 1 date.

Coherent is expected to file its fiscal 2026 Form 10-K by August 31, 2026, covering the year ended June 30, 2026.

Marvell formally confirmed that it will release second-quarter fiscal 2027 results on August 27, 2026, followed by a 1:45 p.m. Pacific Time conference call.

NVIDIA is scheduled to report second-quarter fiscal 2027 financial results on August 26, 2026, providing a demand and capacity-expansion read-through for Amkor's recently announced advanced-packaging agreement with NVIDIA.

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.

Synopsys is scheduled to report third-quarter fiscal 2026 results after the market closes on August 26, 2026.

Nebius scheduled its 2026 Annual General Meeting for August 25, including proposals to authorize up to 20% Class A share issuance and the exclusion of pre-emption rights for five years.

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.

Cerebras' updated Supernova 2026 event materials specify product announcements, inference demos, technical talks, and customer stories for the August 18 flagship event.

Cerebras’ filings clarify that the Q2-triggered lock-up release is estimated at up to 36.4 million shares, followed by estimated 14.6 million-share tranches on August 19, September 2, and the newly specified September 16 date.

Nebius confirmed that it will release second-quarter 2026 financial results before market open on August 12, 2026, followed by an 8:00 a.m. ET conference call.

A Jefferson County Circuit Court preliminary-injunction hearing over Nebius's Birmingham, Alabama data-center construction is scheduled to resume on August 12, 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.

Cerebras is scheduled to release its second-quarter 2026 financial results after the market closes on August 12, 2026.

Cisco confirmed that it will report Q4 fiscal 2026 results and hold its earnings call on August 12, 2026, at 1:30 p.m. Pacific time.

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.

CoreWeave formally scheduled its second-quarter 2026 financial-results release and conference call for August 11, 2026 at 5:00 p.m. Eastern Time.

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.

TSMC reported July 2026 consolidated revenue of NT$467.58 billion, up 44.7% year over year and 5.6% sequentially, updating the demand read-through for Amkor’s Arizona packaging partnership.

CoreWeave closed a $2.6 billion delayed-draw term loan facility to finance HPC infrastructure for committed customer deployments.

Intel proposed a $15 billion underwritten public offering of common stock, with a 30-day underwriter option for up to $2.25 billion of additional shares.

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.

Celestica disclosed that the underwriters exercised in full their 1,451,612-share overallotment option, increasing the equity offering to 11,129,031 shares and estimated net proceeds to approximately $3.39 billion.

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

IMC expanded its use of CoreWeave’s AI cloud platform, including CoreWeave Kubernetes Service, to support its next generation of quantitative-research infrastructure.

Nebius appointed Lindsey Irvine as Chief Marketing Officer as it scales its global AI-cloud business.

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.

Lovable will run selected latency-sensitive workloads on dedicated Cerebras capacity under the companies' newly announced partnership.

e& UAE announced deployment of Ciena optical and network-control solutions for a new high-capacity DWDM network.

CoreWeave signed a multi-year agreement with Solidigm for priority access to enterprise SSD capacity supporting its AI cloud platform.

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.

MPS disclosed that its Compensation Committee approved July 2026 MPSU awards under which employees and executive officers may earn up to approximately 697,000 shares through July 2029.

MPS's Q2 2026 Form 10-Q disclosed $4.0 million of share repurchases and a July $500 million authorization increase, leaving $989.3 million available under its program.

Rambus initiated a $100 million accelerated share repurchase program with Mizuho Markets Americas, with an initial delivery of approximately 796,000 shares and completion expected by the end of the third quarter of 2026.

TTM reported record second-quarter net sales of $1.004 billion and non-GAAP EPS of $0.99, raised full-year 2026 expectations, and issued third-quarter guidance of $1.10-$1.14 billion in sales and $1.21-$1.27 in non-GAAP EPS.

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%.

Arista reported Q2 2026 revenue of $3.036 billion and non-GAAP diluted EPS of $1.02, and guided Q3 revenue to approximately $3.3 billion.

Astera Labs reported second-quarter 2026 non-GAAP diluted EPS of $0.80 and guided third-quarter revenue to $540 million to $560 million as Scorpio X-Series production ramps.

Quantum Corridor, Ciena, and Toshiba completed a 1.6 Tb/s quantum-safe optical-encryption trial on Quantum Corridor's live commercial network.

Reuters reported that the U.S. administration was drafting restrictions on imports of new Chinese optical transceivers, a development viewed as potentially favorable to Coherent and that coincided with a sharp share-price gain.

CoreWeave announced its first Asia-Pacific data-center expansion, comprising three Indonesian facilities with 360 MW of contracted IT power expected online in 2028.

Reports said the FCC is preparing restrictions on imports of Chinese-made optical transceivers used in data centers, creating a potential domestic optical-networking supply-chain read-through for Corning.

Reuters reported that the U.S. administration is drafting restrictions on imports of new Chinese optical transceivers, which could benefit alternative suppliers including Lumentum if implemented.

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.