2026-08 market archive

AMD Reports Second Quarter 2026 Financial Results

Company disclosures on second-quarter corporate and data-center revenue, growth, Instinct and EPYC deployments, and third-quarter outlook.

AMD Reports Second Quarter 2026 Financial Results

AMD-issued second-quarter financial results, including data-center revenue and growth.

AMD Form 8-K filed August 4, 2026

Official SEC Form 8-K filing for AMD's second-quarter financial results and exhibits.

Directional weekly market model

A directional model built from the public materials below; model outputs are not official statistics, live prices, or audited financial data.

Second Quarter Fiscal Year 2026 Financial Results

Company disclosures on custom AI accelerators, AI networking, and semiconductor revenue.

Cisco Reports Fourth Quarter and Fiscal Year 2026 Earnings

Cisco's company-issued fourth-quarter and full-year results, including hyperscaler AI infrastructure orders and revenue.

Cisco Form 8-K filed August 12, 2026

Official SEC earnings exhibit covering Cisco's fourth-quarter and full-year revenue and hyperscaler AI infrastructure orders and revenue.

2024 Report on U.S. Data Center Energy Use

U.S. data-center electricity history, 2028 forecast range, and demand growth.

Gemini Developer API pricing

Official Gemini model and tool pricing, including its latest update time.

Data Centres & Networks · Latest findings

Latest global data-center electricity consumption and growth trends.

Energy and AI · Executive summary

Global data-center electricity demand, 2030 scenarios, supply mix, and project-delay risk.

Next milestone on 200 mm silicon carbide

Company disclosure on 200mm SiC production progress and product timing.

First Quarter Fiscal 2027 Financial Results

Data-center revenue, growth, platform progress, and company outlook.

NVIDIA Announces Financial Results for Second Quarter Fiscal 2027

NVIDIA's quarterly results, including corporate revenue, data-center revenue, and year-over-year growth.

How onsemi Is Powering the Next Generation of AI Factories

Silicon, SiC, and GaN power products and supply-chain context for AI data centers.

onsemi Reports Second Quarter 2026 Results

onsemi-issued second-quarter financial results, including corporate revenue and AI data-center growth commentary.

onsemi Form 8-K filed August 3, 2026

Official SEC Form 8-K filing for onsemi's second-quarter financial results and exhibits.

Pacing model development in an era of cyber-critical capabilities

OpenAI's first-party disclosure on frontier-model training pace, safety monitoring architecture, and roughly 20% inference-compute monitoring overhead.

The full stack behind abundant intelligence

OpenAI's first-party account of its integrated compute strategy, initial measured Jalapeño custom-inference-chip results, and GPT-5.6 Sol coding-agent output-token efficiency.

OpenAI joins PORTS-Pike project

OpenAI's approximately 8 IT-GW PORTS-Pike capacity agreement, 20-year lease, initial 800 MW timeline, and power-infrastructure conditions.

API pricing

Official API list pricing; the provider page governs when prices change.

Sharon AI Successfully Delivers AI Cloud Deployment for Global Technology Customer

Customer acceptance of an initial AI Cloud deployment, the approximately $950M initial value of the five-year agreement, and follow-on NVIDIA GPU cluster delivery.

2026 AI Index Report · Economy

Benchmark context for AI investment, enterprise adoption, revenue, and productivity.

2026 AI Index Report · Technical Performance

Model capability, benchmarks, reasoning progress, and technical competition.

Q1 2026 Earnings Results

SiC business, 800V AI data-center power architecture, and company outlook.

Second Quarter 2026 Results and Guidance

Second-quarter revenue and margins, third-quarter guidance, and advanced-node capacity outlook.

Vertiv Reports Strong Second Quarter 2026 and Raises Full-Year Guidance

Vertiv second-quarter net sales, growth, cash flow, and raised full-year 2026 guidance.

Vertiv Reports Strong Second Quarter 2026 and Raises Full-Year Guidance

Company-issued public mirror of Vertiv's second-quarter results, covering net sales, growth, and raised full-year guidance.

Vistra Reports Second Quarter 2026 Results

Second-quarter results, Vistra's initial capital commitment to Helix Digital Infrastructure, and its preferred-power-provider role.

Artificial Intelligence news and SiC product updates

Company announcements on 300mm SiC, AI data-center power, and advanced packaging.