KEDI Global AI Cloud Index

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

Third-party earnings calendars now place Credo's first-quarter fiscal 2027 results on September 9, 2026, replacing the prior September 2 estimate.

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

Ciena is scheduled to report fiscal third-quarter 2026 financial 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, providing a demand and capacity-expansion read-through for Amkor's recently announced advanced-packaging agreement with NVIDIA.

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.

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.

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.

Nebius Group is estimated to report its Q2 2026 results on August 6, 2026, subject to company confirmation.

TTM Technologies is scheduled to release second-quarter 2026 financial results after market close on August 5, 2026, followed by a conference call.

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.

Monolithic Power Systems is scheduled to report second-quarter 2026 financial results after market close on July 30, 2026.

Amphenol’s investor-relations calendar now specifies a 1:00 PM ET webcast conference call for its second-quarter 2026 results on July 29, 2026.

Arm is scheduled to report first-quarter fiscal 2027 financial results after the U.S. market closes on July 29, 2026.

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

Corning is scheduled to release second-quarter 2026 financial results and host its earnings call at 8:30 a.m. ET on July 28, 2026.

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

Celestica reported Q2 2026 revenue of $4.70 billion and adjusted EPS of $2.54, both above guidance, and raised its full-year outlook.

Nebius detailed a phased 1.2 GW Pennsylvania AI-factory campus, targeting 260 MW of initial capacity by October 2027.

Amkor reported record second-quarter 2026 net sales of $1.898 billion and diluted EPS of $0.70, and guided third-quarter sales to $1.95 billion-$2.05 billion.

Moonshot AI made Kimi K3's model weights available, resolving the scheduled release milestone but not independently validating its claimed open-source chip-design capability.

Cadence reported Q2 2026 revenue of $1.584 billion and non-GAAP diluted EPS of $2.11, and raised its full-year revenue and EPS outlook.

Cerebras confirmed that OpenAI’s GPT-5.6 Sol can run on its infrastructure at up to 750 tokens per second.

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.

Rambus reported second-quarter 2026 revenue of $207.4 million and non-GAAP diluted EPS of $0.77, exceeding its prior guidance ranges.

Synopsys introduced two autonomous EDA workflows developed with Microsoft and used by AMD, making them available for evaluation on Microsoft Discovery.

Synopsys and Intel Foundry expanded their collaboration with certified AI-powered EDA flows and planned IP support for Intel 14A.

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

Synopsys announced fully autonomous agentic workflows for chip verification and thermal engineering developed with NVIDIA technology at DAC 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.

Cisco made its Resilient Infrastructure Services available through Cisco Support Standard and higher tiers, adding AI-assisted exposure assessment, modernization guidance, and continuous-defense services.

Tech Mahindra and Cisco announced a partnership to offer an AI-driven Security Service Edge solution to global enterprises using Cisco Secure Access.

Coherent shares fell 9.8% to $282.39 on July 24 amid a broader reassessment of AI-infrastructure spending and returns ahead of hyperscaler earnings.

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.

Amkor announced a $1.5 billion multi-year advanced packaging and development agreement with NVIDIA, including an NVIDIA prepayment to support expansion of Amkor's U.S. capacity.

Microsoft and Databricks expanded their strategic partnership, with Databricks planning to adopt Azure Cobalt 200, Microsoft’s Arm-based infrastructure, for agentic AI and data-intensive workloads.

Cerebras and AMD announced a technical partnership to combine AMD Helios rackscale systems with Cerebras Wafer-Scale Engine technology in a disaggregated AI-inference workflow.

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.

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.

Synopsys disclosed that AMD used its multi-die design, verification, emulation and memory-interface technologies in developing the Instinct MI455X AI GPU.

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.

Cerebras and CrowdStrike announced a partnership to use Cerebras inference technology for CrowdStrike Falcon AI Detection and Response while Cerebras standardizes on Falcon.

Galaxy Digital's Helios subsidiary announced a proposed $3.507 billion senior secured notes offering to finance a Texas data center project leased to CoreWeave.

CoreWeave announced that Anam selected CoreWeave Cloud to run inference for real-time photorealistic AI avatars.

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.

Truist upgraded CoreWeave to Buy with a $126 target, Baird initiated Buy coverage with a $100 target, and Barclays maintained Hold while cutting its target to $90.

Intel and Fortinet announced a collaboration to develop Fortinet Security Processor 6, which Intel will manufacture on its Intel 4 process node.

Intel confirmed that it is planning an additional, unspecified workforce reduction in its Data Center and AI Group as part of its efficiency program.

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.