CONNECT WITH US
NEWS TAGGED REVENUE
Friday 28 August 2026
Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay
Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure...
Friday 28 August 2026
Marvell raises its outlook twice in two quarters as custom silicon, scale-up optics broaden
Marvell Technology used its second-quarter fiscal 2027 earnings call on August 27 to lift its revenue outlook for a second consecutive quarter, and the composition of the raise says...
Friday 28 August 2026
Marvell revenue climbs 37% to a record US$2.74 billion on data center demand
Marvell Technology's second quarter of fiscal 2027 was the point at which its data center business stopped being the growth engine attached to a diversified infrastructure chipmaker...
Friday 28 August 2026
IntelliEPI says Japan substrate outage hit 2Q26 revenue
IntelliEPI said on August 27 that revenue in the second quarter of 2026 was pressured after a Japanese substrate supplier shut down for nearly three weeks during the Golden Week holiday,...
Friday 28 August 2026
P-Duke Technology optimistic on 2H26 growth as demand surges across three niche markets
P-Duke Technology, a manufacturer of specialized niche power supplies, said during its earnings call on August 26 that it remains optimistic about its outlook for second-half and full-year...
Thursday 27 August 2026
HP revenue hits record as PC shipments fall on rising component costs
HP reported record revenue in the third quarter of fiscal 2026, but PC shipments declined as higher average selling prices weighed on unit volume. The company said the same pattern...
Thursday 27 August 2026
MiniMax revenue surges 283% as enterprise adoption increases
Chinese AI startup MiniMax Group reported a 283.1% increase in revenue, rising from US$30.4 million for the six months ended June 30, 2025, to US$116.6 million for the six months ended...
Thursday 27 August 2026
Chart: Nvidia's hyperscale revenue doubled again — and that was the slower half of the business
Nvidia has made a point of it in three consecutive earnings decks: year-on-year growth has accelerated for four straight quarters, which the company calls unprecedented at its scale...
Thursday 27 August 2026
KKCompany returns to Taiwan capital market
KKCompany, the parent company of KKBox, said it will list on Taiwan's emerging stock market on August 31, with Fubon Securities serving as lead underwriter and advisor, returning to...
Thursday 27 August 2026
Chart: Hyperscale capex dollar is buying less Nvidia than it did one year ago
The five largest cloud operators spent US$181.5 billion on property and equipment in the June quarter, 87% more than a year earlier. Nvidia's hyperscale revenue was US$48.7 billion...
Thursday 27 August 2026
Synopsys lifts 3QFY26 sales, raises full-year outlook
Synopsys, a leading electronic design automation (EDA) company, reported stronger-than-expected fiscal third-quarter results for the 2026 fiscal year (3QFY26) as the AI boom drove...
Thursday 27 August 2026
Nvidia H200 China sales stall, with US$400M inventory charge
Nvidia said in its fiscal 2027 second-quarter results on the 27th that it sold a small number of H200 artificial intelligence (AI) processors to Chinese customers last quarter, marking...
Thursday 27 August 2026
Nvidia's inventory build shifts upstream as memory costs bite
Nvidia closed its second fiscal quarter with US$31.6 billion of inventory, but the more consequential change is what that inventory now consists of. Work in process and raw materials...
Thursday 27 August 2026
Chart: Nvidia's segment split tells only half the AI demand story
Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading...
Thursday 27 August 2026
Nvidia reportedly acquires Hugging Face for US$12.9 billion, tying open-source AI to chip dominance
Nvidia has agreed to acquire Hugging Face for US$12.9 billion, giving the AI chipmaker control of one of the most widely used platforms for open-source models, datasets, and AI deployment...