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Chips, data centres, energy and the cloud capacity behind AI, with the numbers that matter.
Nvidia more than doubled its revenue in the quarter to 26 July and began shipping Vera Rubin systems in August. Its forecast again assumes no data centre compute sales in China, it expects margins to dip as memory prices climb, and it says supply, not demand, limits next year's growth.
Micron reported record quarterly revenue of USD 54.2 billion on 30 September 2026, up 379 percent in a year, at a gross margin of 86.8 percent. It expects memory to be even scarcer in 2027 and 2028, which keeps pressure on the price of servers, phones and laptops.
Anthropic closed a USD 65 billion Series H on 28 May 2026 at a valuation of USD 965 billion, the largest private AI round between April and September. The price put the Claude maker above OpenAI's USD 852 billion, and much of the money will go on computing power.