Commercial Electricity Prices in Major Data-Center-Growth States vs. the U.S.Commercial Electricity Prices in Major Data-Center-Growth States vs. the U.S.United StatesVirginiaTexasNorth DakotaArizonaUtahIn 2026-07-01, the U.S. commercial-sector average retail electricity price was 14.5 cents per kilowatthour, compared with 11.7 cents per kilowatthour in Virginia and 8.47 cents per kilowatthour in Texas.151050Jan '23Jan '24Jan '25Jul '26{"f":[360,150,40,8],"s":[["United States","#475569"],["Virginia","#9333ea"],["Texas","#dc2626"],["North Dakota","#ea580c"],["Arizona","#2563eb"],["Utah","#16a34a"]],"p":[["2023-01-01T00:00:00.000Z","Jan '23",40,[[0,"12.61 cents per kilowatthour",32.16,null],[1,"9.99 cents per kilowatthour",52.08,null],[2,"8.86 cents per kilowatthour",60.66,null],[3,"8.21 cents per kilowatthour",65.6,null],[4,"10.54 cents per kilowatthour",47.9,null],[5,"7.95 cents per kilowatthour",67.58,null]],null],["2023-02-01T00:00:00.000Z","Feb '23",47.57,[[0,"12.53 cents per kilowatthour",32.77,null],[1,"9.19 cents per kilowatthour",58.16,null],[2,"9.05 cents per kilowatthour",59.22,null],[3,"7.74 cents per kilowatthour",69.18,null],[4,"10.7 cents per kilowatthour",46.68,null],[5,"8.13 cents per kilowatthour",66.21,null]],null],["2023-03-01T00:00:00.000Z","Mar '23",54.42,[[0,"12.36 cents per kilowatthour",34.06,null],[1,"9.19 cents per kilowatthour",58.16,null],[2,"8.71 cents per kilowatthour",61.8,null],[3,"7.19 cents per kilowatthour",73.36,null],[4,"11.01 cents per kilowatthour",44.32,null],[5,"8.36 cents per kilowatthour",64.46,null]],null],["2023-04-01T00:00:00.000Z","Apr '23",61.99,[[0,"12.08 cents per kilowatthour",36.19,null],[1,"8.99 cents per kilowatthour",59.68,null],[2,"8.09 cents per kilowatthour",66.52,null],[3,"6.79 cents per kilowatthour",76.4,null],[4,"11.49 cents per kilowatthour",40.68,null],[5,"8.53 cents per kilowatthour",63.17,null]],null],["2023-05-01T00:00:00.000Z","May '23",69.32,[[0,"12.16 cents per kilowatthour",35.58,null],[1,"9.28 cents per kilowatthour",57.47,null],[2,"8.45 cents per kilowatthour",63.78,null],[3,"6.88 cents per kilowatthour",75.71,null],[4,"12.12 cents per kilowatthour",35.89,null],[5,"8.49 cents per kilowatthour",63.48,null]],null],["2023-06-01T00:00:00.000Z","Jun '23",76.89,[[0,"12.63 cents per kilowatthour",32.01,null],[1,"8.97 cents per kilowatthour",59.83,null],[2,"8.68 cents per kilowatthour",62.03,null],[3,"7.48 cents per kilowatthour",71.15,null],[4,"12.27 cents per kilowatthour",34.75,null],[5,"8.8 cents per kilowatthour",61.12,null]],null],["2023-07-01T00:00:00.000Z","Jul '23",84.22,[[0,"12.91 cents per kilowatthour",29.88,null],[1,"8.84 cents per kilowatthour",60.82,null],[2,"8.85 cents per kilowatthour",60.74,null],[3,"7.37 cents per kilowatthour",71.99,null],[4,"12.76 cents per kilowatthour",31.02,null],[5,"8.39 cents per kilowatthour",64.24,null]],null],["2023-08-01T00:00:00.000Z","Aug '23",91.8,[[0,"13.08 cents per kilowatthour",28.59,null],[1,"8.65 cents per kilowatthour",62.26,null],[2,"9.74 cents per kilowatthour",53.98,null],[3,"7.85 cents per kilowatthour",68.34,null],[4,"12.29 cents per kilowatthour",34.6,null],[5,"9.08 cents per kilowatthour",58.99,null]],null],["2023-09-01T00:00:00.000Z","Sep '23",99.37,[[0,"13.07 cents per kilowatthour",28.67,null],[1,"8.29 cents per kilowatthour",65,null],[2,"9.23 cents per kilowatthour",57.85,null],[3,"7.78 cents per kilowatthour",68.87,null],[4,"12.13 cents per kilowatthour",35.81,null],[5,"9.22 cents per kilowatthour",57.93,null]],null],["2023-10-01T00:00:00.000Z","Oct '23",106.7,[[0,"12.73 cents per kilowatthour",31.25,null],[1,"8.83 cents per kilowatthour",60.89,null],[2,"8.82 cents per kilowatthour",60.97,null],[3,"7.55 cents per kilowatthour",70.62,null],[4,"11.78 cents per kilowatthour",38.47,null],[5,"8.73 cents per kilowatthour",61.65,null]],null],["2023-11-01T00:00:00.000Z","Nov '23",114.27,[[0,"12.43 cents per kilowatthour",33.53,null],[1,"8.77 cents per kilowatthour",61.35,null],[2,"8.49 cents per kilowatthour",63.48,null],[3,"7.1 cents per kilowatthour",74.04,null],[4,"11.61 cents per kilowatthour",39.76,null],[5,"8.39 cents per kilowatthour",64.24,null]],null],["2023-12-01T00:00:00.000Z","Dec '23",121.6,[[0,"12.24 cents per kilowatthour",34.98,null],[1,"8.65 cents per kilowatthour",62.26,null],[2,"8.51 cents per kilowatthour",63.32,null],[3,"6.77 cents per kilowatthour",76.55,null],[4,"11.59 cents per kilowatthour",39.92,null],[5,"7.91 cents per kilowatthour",67.88,null]],null],["2024-01-01T00:00:00.000Z","Jan '24",129.18,[[0,"12.5 cents per kilowatthour",33,null],[1,"9.19 cents per kilowatthour",58.16,null],[2,"8.57 cents per kilowatthour",62.87,null],[3,"7.66 cents per kilowatthour",69.78,null],[4,"11.37 cents per kilowatthour",41.59,null],[5,"8.53 cents per kilowatthour",63.17,null]],null],["2024-02-01T00:00:00.000Z","Feb '24",136.75,[[0,"12.53 cents per kilowatthour",32.77,null],[1,"8.68 cents per kilowatthour",62.03,null],[2,"8.24 cents per kilowatthour",65.38,null],[3,"7.55 cents per kilowatthour",70.62,null],[4,"11.42 cents per kilowatthour",41.21,null],[5,"8.61 cents per kilowatthour",62.56,null]],null],["2024-03-01T00:00:00.000Z","Mar '24",143.84,[[0,"12.47 cents per kilowatthour",33.23,null],[1,"8.72 cents per kilowatthour",61.73,null],[2,"8.32 cents per kilowatthour",64.77,null],[3,"7.28 cents per kilowatthour",72.67,null],[4,"11.67 cents per kilowatthour",39.31,null],[5,"8.71 cents per kilowatthour",61.8,null]],null],["2024-04-01T00:00:00.000Z","Apr '24",151.41,[[0,"12.35 cents per kilowatthour",34.14,null],[1,"8.93 cents per kilowatthour",60.13,null],[2,"8.32 cents per kilowatthour",64.77,null],[3,"7.11 cents per kilowatthour",73.96,null],[4,"12.06 cents per kilowatthour",36.34,null],[5,"8.76 cents per kilowatthour",61.42,null]],null],["2024-05-01T00:00:00.000Z","May '24",158.74,[[0,"12.32 cents per kilowatthour",34.37,null],[1,"9.09 cents per kilowatthour",58.92,null],[2,"8.41 cents per kilowatthour",64.08,null],[3,"7.2 cents per kilowatthour",73.28,null],[4,"12.73 cents per kilowatthour",31.25,null],[5,"8.85 cents per kilowatthour",60.74,null]],null],["2024-06-01T00:00:00.000Z","Jun '24",166.31,[[0,"12.89 cents per kilowatthour",30.04,null],[1,"9.01 cents per kilowatthour",59.52,null],[2,"8.79 cents per kilowatthour",61.2,null],[3,"7.3 cents per kilowatthour",72.52,null],[4,"12.83 cents per kilowatthour",30.49,null],[5,"8.91 cents per kilowatthour",60.28,null]],null],["2024-07-01T00:00:00.000Z","Jul '24",173.64,[[0,"13.37 cents per kilowatthour",26.39,null],[1,"8.67 cents per kilowatthour",62.11,null],[2,"8.87 cents per kilowatthour",60.59,null],[3,"7.51 cents per kilowatthour",70.92,null],[4,"12.98 cents per kilowatthour",29.35,null],[5,"10.26 cents per kilowatthour",50.02,null]],null],["2024-08-01T00:00:00.000Z","Aug '24",181.22,[[0,"13.16 cents per kilowatthour",27.98,null],[1,"8.07 cents per kilowatthour",66.67,null],[2,"8.87 cents per kilowatthour",60.59,null],[3,"7.15 cents per kilowatthour",73.66,null],[4,"12.65 cents per kilowatthour",31.86,null],[5,"10.37 cents per kilowatthour",49.19,null]],null],["2024-09-01T00:00:00.000Z","Sep '24",188.79,[[0,"13.23 cents per kilowatthour",27.45,null],[1,"8.52 cents per kilowatthour",63.25,null],[2,"8.65 cents per kilowatthour",62.26,null],[3,"6.83 cents per kilowatthour",76.09,null],[4,"12.31 cents per kilowatthour",34.44,null],[5,"11.35 cents per kilowatthour",41.74,null]],null],["2024-10-01T00:00:00.000Z","Oct '24",196.12,[[0,"12.89 cents per kilowatthour",30.04,null],[1,"8.8 cents per kilowatthour",61.12,null],[2,"8.48 cents per kilowatthour",63.55,null],[3,"6.71 cents per kilowatthour",77,null],[4,"12.22 cents per kilowatthour",35.13,null],[5,"9.26 cents per kilowatthour",57.62,null]],null],["2024-11-01T00:00:00.000Z","Nov '24",203.7,[[0,"12.35 cents per kilowatthour",34.14,null],[1,"8.28 cents per kilowatthour",65.07,null],[2,"8.4 cents per kilowatthour",64.16,null],[3,"6.8 cents per kilowatthour",76.32,null],[4,"11.75 cents per kilowatthour",38.7,null],[5,"9.56 cents per kilowatthour",55.34,null]],null],["2024-12-01T00:00:00.000Z","Dec '24",211.03,[[0,"12.64 cents per kilowatthour",31.94,null],[1,"8.86 cents per kilowatthour",60.66,null],[2,"8.52 cents per kilowatthour",63.25,null],[3,"7.17 cents per kilowatthour",73.51,null],[4,"11.8 cents per kilowatthour",38.32,null],[5,"9.05 cents per kilowatthour",59.22,null]],null],["2025-01-01T00:00:00.000Z","Jan '25",218.6,[[0,"12.82 cents per kilowatthour",30.57,null],[1,"8.87 cents per kilowatthour",60.59,null],[2,"8.46 cents per kilowatthour",63.7,null],[3,"7.19 cents per kilowatthour",73.36,null],[4,"11.79 cents per kilowatthour",38.4,null],[5,"9.14 cents per kilowatthour",58.54,null]],null],["2025-02-01T00:00:00.000Z","Feb '25",226.17,[[0,"12.98 cents per kilowatthour",29.35,null],[1,"9.1 cents per kilowatthour",58.84,null],[2,"8.36 cents per kilowatthour",64.46,null],[3,"7.57 cents per kilowatthour",70.47,null],[4,"11.96 cents per kilowatthour",37.1,null],[5,"9.56 cents per kilowatthour",55.34,null]],null],["2025-03-01T00:00:00.000Z","Mar '25",233.01,[[0,"13.16 cents per kilowatthour",27.98,null],[1,"8.84 cents per kilowatthour",60.82,null],[2,"8.72 cents per kilowatthour",61.73,null],[3,"7.06 cents per kilowatthour",74.34,null],[4,"12.21 cents per kilowatthour",35.2,null],[5,"9.65 cents per kilowatthour",54.66,null]],null],["2025-04-01T00:00:00.000Z","Apr '25",240.59,[[0,"12.89 cents per kilowatthour",30.04,null],[1,"9.03 cents per kilowatthour",59.37,null],[2,"8.66 cents per kilowatthour",62.18,null],[3,"6.97 cents per kilowatthour",75.03,null],[4,"12.37 cents per kilowatthour",33.99,null],[5,"9.54 cents per kilowatthour",55.5,null]],null],["2025-05-01T00:00:00.000Z","May '25",247.92,[[0,"12.93 cents per kilowatthour",29.73,null],[1,"8.99 cents per kilowatthour",59.68,null],[2,"8.62 cents per kilowatthour",62.49,null],[3,"7.48 cents per kilowatthour",71.15,null],[4,"12.81 cents per kilowatthour",30.64,null],[5,"9.81 cents per kilowatthour",53.44,null]],null],["2025-06-01T00:00:00.000Z","Jun '25",255.49,[[0,"13.54 cents per kilowatthour",25.1,null],[1,"9.43 cents per kilowatthour",56.33,null],[2,"8.42 cents per kilowatthour",64.01,null],[3,"8.04 cents per kilowatthour",66.9,null],[4,"12.94 cents per kilowatthour",29.66,null],[5,"10.56 cents per kilowatthour",47.74,null]],null],["2025-07-01T00:00:00.000Z","Jul '25",262.82,[[0,"14.05 cents per kilowatthour",21.22,null],[1,"10.21 cents per kilowatthour",50.4,null],[2,"8.85 cents per kilowatthour",60.74,null],[3,"7.79 cents per kilowatthour",68.8,null],[4,"13.42 cents per kilowatthour",26.01,null],[5,"10.44 cents per kilowatthour",48.66,null]],null],["2025-08-01T00:00:00.000Z","Aug '25",270.4,[[0,"13.93 cents per kilowatthour",22.13,null],[1,"9.46 cents per kilowatthour",56.1,null],[2,"8.85 cents per kilowatthour",60.74,null],[3,"7.51 cents per kilowatthour",70.92,null],[4,"13 cents per kilowatthour",29.2,null],[5,"10.8 cents per kilowatthour",45.92,null]],null],["2025-09-01T00:00:00.000Z","Sep '25",277.97,[[0,"13.99 cents per kilowatthour",21.68,null],[1,"9.96 cents per kilowatthour",52.3,null],[2,"8.78 cents per kilowatthour",61.27,null],[3,"7.72 cents per kilowatthour",69.33,null],[4,"12.59 cents per kilowatthour",32.32,null],[5,"11.1 cents per kilowatthour",43.64,null]],null],["2025-10-01T00:00:00.000Z","Oct '25",285.3,[[0,"13.49 cents per kilowatthour",25.48,null],[1,"10.15 cents per kilowatthour",50.86,null],[2,"8.71 cents per kilowatthour",61.8,null],[3,"6.94 cents per kilowatthour",75.26,null],[4,"12.2 cents per kilowatthour",35.28,null],[5,"10.39 cents per kilowatthour",49.04,null]],null],["2025-11-01T00:00:00.000Z","Nov '25",292.87,[[0,"13.19 cents per kilowatthour",27.76,null],[1,"10.28 cents per kilowatthour",49.87,null],[2,"8.21 cents per kilowatthour",65.6,null],[3,"7.4 cents per kilowatthour",71.76,null],[4,"11.61 cents per kilowatthour",39.76,null],[5,"9.62 cents per kilowatthour",54.89,null]],null],["2025-12-01T00:00:00.000Z","Dec '25",300.2,[[0,"13.63 cents per kilowatthour",24.41,null],[1,"10.21 cents per kilowatthour",50.4,null],[2,"9.03 cents per kilowatthour",59.37,null],[3,"7.28 cents per kilowatthour",72.67,null],[4,"11.87 cents per kilowatthour",37.79,null],[5,"9.47 cents per kilowatthour",56.03,null]],null],["2026-01-01T00:00:00.000Z","Jan '26",307.78,[[0,"13.64 cents per kilowatthour",24.34,null],[1,"11.43 cents per kilowatthour",41.13,null],[2,"8.64 cents per kilowatthour",62.34,null],[3,"7.51 cents per kilowatthour",70.92,null],[4,"11.46 cents per kilowatthour",40.9,null],[5,"9.64 cents per kilowatthour",54.74,null]],null],["2026-02-01T00:00:00.000Z","Feb '26",315.35,[[0,"14.37 cents per kilowatthour",18.79,null],[1,"13.01 cents per kilowatthour",29.12,null],[2,"8.9 cents per kilowatthour",60.36,null],[3,"8.08 cents per kilowatthour",66.59,null],[4,"11.72 cents per kilowatthour",38.93,null],[5,"10.01 cents per kilowatthour",51.92,null]],null],["2026-03-01T00:00:00.000Z","Mar '26",322.19,[[0,"13.92 cents per kilowatthour",22.21,null],[1,"10.16 cents per kilowatthour",50.78,null],[2,"8.69 cents per kilowatthour",61.96,null],[3,"7.46 cents per kilowatthour",71.3,null],[4,"11.97 cents per kilowatthour",37.03,null],[5,"10.11 cents per kilowatthour",51.16,null]],null],["2026-04-01T00:00:00.000Z","Apr '26",329.77,[[0,"13.51 cents per kilowatthour",25.32,null],[1,"10.33 cents per kilowatthour",49.49,null],[2,"8.35 cents per kilowatthour",64.54,null],[3,"7.05 cents per kilowatthour",74.42,null],[4,"11.49 cents per kilowatthour",40.68,null],[5,"10.24 cents per kilowatthour",50.18,null]],null],["2026-05-01T00:00:00.000Z","May '26",337.1,[[0,"13.54 cents per kilowatthour",25.1,null],[1,"10.84 cents per kilowatthour",45.62,null],[2,"8.26 cents per kilowatthour",65.22,null],[3,"7.38 cents per kilowatthour",71.91,null],[4,"12.15 cents per kilowatthour",35.66,null],[5,"10.57 cents per kilowatthour",47.67,null]],null],["2026-06-01T00:00:00.000Z","Jun '26",344.67,[[0,"14.19 cents per kilowatthour",20.16,null],[1,"10.99 cents per kilowatthour",44.48,null],[2,"8.66 cents per kilowatthour",62.18,null],[3,"8.02 cents per kilowatthour",67.05,null],[4,"12.47 cents per kilowatthour",33.23,null],[5,"10.99 cents per kilowatthour",44.48,null]],null],["2026-07-01T00:00:00.000Z","Jul '26",352,[[0,"14.53 cents per kilowatthour",17.57,null],[1,"11.68 cents per kilowatthour",39.23,null],[2,"8.47 cents per kilowatthour",63.63,null],[3,"8.22 cents per kilowatthour",65.53,null],[4,"13.12 cents per kilowatthour",28.29,null],[5,"10.85 cents per kilowatthour",45.54,null]],null]]}United States: 14.5 (Jul '26). Virginia: 11.7 (Jul '26). Texas: 8.5 (Jul '26). North Dakota: 8.2 (Jul '26). Arizona: 13.1 (Jul '26). Utah: 10.9 (Jul '26)SOURCE: U.S. Energy Information Administration, Form EIA-861MRANGEALLYTD12M3M1M
Largest Known Operational GPU Cluster Over TimeLargest Known Operational GPU Cluster Over TimeThe largest known operational GPU cluster in Epoch's dataset was 275,796 H100 equivalents H100 equivalents as of 2026-10-22, up from 7,883 H100 equivalents at the start of 2023.1M100K10K1KJan '23Jan '24Jan '25Jul '26{"f":[360,170,40,8],"s":[["Operational record frontier","#76B900"]],"p":[["2023-01-01T00:00:00.000Z","Jan '23",40,[[0,"7,883 H100 equivalents",107.95,null]],null],["2023-08-27T23:59:59.000Z","Aug '23",93.65,[[0,"7,883 H100 equivalents",107.95,null]],null],["2023-08-28T00:00:00.000Z","Aug '23",93.65,[[0,"10,000 H100 equivalents",103.33,null]],null],["2023-11-07T23:59:59.000Z","Nov '23",109.81,[[0,"10,000 H100 equivalents",103.33,null]],null],["2023-11-08T00:00:00.000Z","Nov '23",109.81,[[0,"10,752 H100 equivalents",101.93,null]],null],["2023-11-14T23:59:59.000Z","Nov '23",111.38,[[0,"10,752 H100 equivalents",101.93,null]],null],["2023-11-15T00:00:00.000Z","Nov '23",111.38,[[0,"14,400 H100 equivalents",96.26,null]],null],["2024-03-11T23:59:59.000Z","Mar '24",137.86,[[0,"14,400 H100 equivalents",96.26,null]],null],["2024-03-12T00:00:00.000Z","Mar '24",137.86,[[0,"24,576 H100 equivalents",85.89,null]],null],["2024-08-27T23:59:59.000Z","Aug '24",175.8,[[0,"24,576 H100 equivalents",85.89,null]],null],["2024-08-28T00:00:00.000Z","Aug '24",175.8,[[0,"42,000 H100 equivalents",75.49,null]],null],["2024-09-01T23:59:59.000Z","Sep '24",176.92,[[0,"42,000 H100 equivalents",75.49,null]],null],["2024-09-02T00:00:00.000Z","Sep '24",176.92,[[0,"100,000 H100 equivalents",58.67,null]],null],["2025-02-17T23:59:59.000Z","Feb '25",214.85,[[0,"100,000 H100 equivalents",58.67,null]],null],["2025-02-18T00:00:00.000Z","Feb '25",214.85,[[0,"200,000 H100 equivalents",45.22,null]],null],["2025-07-21T23:59:59.000Z","Jul '25",249.42,[[0,"200,000 H100 equivalents",45.22,null]],null],["2025-07-22T00:00:00.000Z","Jul '25",249.42,[[0,"275,796 H100 equivalents",38.99,null]],null],["2026-10-22T00:00:00.000Z","Oct '26",352,[[0,"275,796 H100 equivalents",38.99,null]],null]]}Operational record frontier: 275.8K (Oct '26)SOURCE: Epoch AI GPU Clusters DatasetRANGEALLYTD12M3M1M
NVIDIA Quarterly InventoryNVIDIA Quarterly InventoryNVIDIA reported total inventory of $31.6 at 2026-07-26, compared with $11.3 at the prior fiscal quarter end.$40B$30B$20B$10B$0Jan '23Jan '24Jan '25Jul '26{"f":[360,170,40,8],"s":[["Total inventory","#76B900"]],"p":[["2023-01-29T00:00:00.000Z","Jan '23",40,[[0,"$5.16B",130.72,null]],null],["2023-04-30T00:00:00.000Z","Apr '23",62.29,[[0,"$4.61B",132.55,null]],null],["2023-07-30T00:00:00.000Z","Jul '23",84.57,[[0,"$4.32B",133.53,null]],null],["2023-10-29T00:00:00.000Z","Oct '23",106.86,[[0,"$4.78B",131.99,null]],null],["2024-01-28T00:00:00.000Z","Jan '24",129.14,[[0,"$5.28B",130.31,null]],null],["2024-04-28T00:00:00.000Z","Apr '24",151.43,[[0,"$5.86B",128.36,null]],null],["2024-07-28T00:00:00.000Z","Jul '24",173.71,[[0,"$6.68B",125.64,null]],null],["2024-10-27T00:00:00.000Z","Oct '24",196,[[0,"$7.65B",122.36,null]],null],["2025-01-26T00:00:00.000Z","Jan '25",218.29,[[0,"$10.08B",114.23,null]],null],["2025-04-27T00:00:00.000Z","Apr '25",240.57,[[0,"$11.33B",110.03,null]],null],["2025-07-27T00:00:00.000Z","Jul '25",262.86,[[0,"$14.96B",97.88,null]],null],["2025-10-26T00:00:00.000Z","Oct '25",285.14,[[0,"$19.78B",81.72,null]],null],["2026-01-25T00:00:00.000Z","Jan '26",307.43,[[0,"$21.4B",76.3,null]],null],["2026-04-26T00:00:00.000Z","Apr '26",329.71,[[0,"$25.8B",61.58,null]],null],["2026-07-26T00:00:00.000Z","Jul '26",352,[[0,"$31.58B",42.22,null]],null]]}Total inventory: $31.6B (Jul '26)SOURCE: NVIDIA Forms 10-Q and 10-K filed with the SECRANGEALLYTD12M3M1M
Estimated AI Compute Shipped by Chip DesignerEstimated AI Compute Shipped by Chip DesignerAMDAmazonCambriconGoogleHuaweiNvidiaAs of 2026-09-30, Nvidia represents 1,175,217 H100-equivalent accelerators estimated H100-equivalent accelerators shipped.8M6M4M2M0Mar '23Mar '24Mar '25Sep '26{"f":[360,150,40,8],"s":[["AMD","#16a34a"],["Amazon","#ea580c"],["Cambricon","#9333ea"],["Google","#2563eb"],["Huawei","#dc2626"],["Nvidia","#d97706"]],"p":[["2023-03-31T00:00:00.000Z","Mar '23",50.4,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"25.03K",127.82,null],[4,"0",128,null],[5,"91.83K",126.99,null]],"116.87K"],["2023-06-30T00:00:00.000Z","Jun '23",71.2,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"33.14K",127.76,null],[4,"0",128,null],[5,"211.99K",126.02,null]],"245.13K"],["2023-09-30T00:00:00.000Z","Sep '23",92,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"51.26K",127.63,null],[4,"0",128,null],[5,"342.74K",124.83,null]],"394K"],["2023-12-31T00:00:00.000Z","Dec '23",112.8,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"83.89K",127.4,null],[4,"0",128,null],[5,"450.98K",123.59,null]],"534.88K"],["2024-03-31T00:00:00.000Z","Mar '24",133.6,[[0,"55.04K",127.61,null],[1,"33.19K",126.98,null],[2,"142",126.74,null],[3,"121.51K",125.87,null],[4,"45.03K",124.69,null],[5,"573K",120.28,null]],"827.91K"],["2024-06-30T00:00:00.000Z","Jun '24",154.4,[[0,"118.55K",127.16,null],[1,"43.04K",126,null],[2,"215",125.7,null],[3,"141.23K",124.69,null],[4,"45.03K",123.36,null],[5,"684.24K",118.16,null]],"1.03M"],["2024-09-30T00:00:00.000Z","Sep '24",175.2,[[0,"169.49K",126.79,null],[1,"75.86K",125.04,null],[2,"664",124.5,null],[3,"182.67K",123.19,null],[4,"45.03K",121.57,null],[5,"835.1K",115.3,null]],"1.31M"],["2024-12-31T00:00:00.000Z","Dec '24",196,[[0,"205.34K",126.54,null],[1,"148.06K",124.02,null],[2,"5.45K",122.93,null],[3,"283.36K",120.87,null],[4,"45.03K",118.53,null],[5,"1.24M",109.39,null]],"1.92M"],["2025-03-31T00:00:00.000Z","Mar '25",216.8,[[0,"160.23K",126.86,null],[1,"137.84K",124.73,null],[2,"4.87K",123.72,null],[3,"440.87K",120.54,null],[4,"131.96K",116.46,null],[5,"1.7M",103.44,null]],"2.57M"],["2025-06-30T00:00:00.000Z","Jun '25",237.6,[[0,"104.94K",127.25,null],[1,"160.82K",125.36,null],[2,"7.75K",124.16,null],[3,"629.72K",119.62,null],[4,"131.96K",114.19,null],[5,"1.89M",99.76,null]],"2.93M"],["2025-09-30T00:00:00.000Z","Sep '25",258.4,[[0,"202.45K",126.56,null],[1,"187.07K",123.78,null],[2,"7.56K",122.4,null],[3,"800.81K",116.64,null],[4,"131.96K",109.99,null],[5,"2.37M",92.14,null]],"3.7M"],["2025-12-31T00:00:00.000Z","Dec '25",279.2,[[0,"218.37K",126.44,null],[1,"219.89K",123.32,null],[2,"8.28K",121.7,null],[3,"875.06K",115.4,null],[4,"131.96K",108.23,null],[5,"2.96M",86.21,null]],"4.41M"],["2026-03-31T00:00:00.000Z","Mar '26",300,[[0,"229.55K",126.36,null],[1,"226.46K",123.12,null],[2,"12.4K",121.41,null],[3,"923.37K",114.75,null],[4,"202.42K",106.72,null],[5,"3.39M",81.16,null]],"4.98M"],["2026-06-30T00:00:00.000Z","Jun '26",320.8,[[0,"260.92K",126.14,null],[1,"288.21K",122.23,null],[2,"12.37K",120.09,null],[3,"1.61M",108.55,null],[4,"204.68K",95.63,null],[5,"3.95M",66.01,null]],"6.33M"],["2026-09-30T00:00:00.000Z","Sep '26",341.6,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"715.34K",122.9,"partial"],[4,"0",128,null],[5,"1.18M",109.43,"partial"]],"1.89M"]]}AMD: 0 (Sep '26). Amazon: 0 (Sep '26). Cambricon: 0 (Sep '26). Google: 715.3K (Sep '26). Huawei: 0 (Sep '26). Nvidia: 1.2M (Sep '26)SOURCE: Epoch AIRANGEALLYTD12M3M1M
NVIDIA Purchase and Supply CommitmentsNVIDIA Purchase and Supply CommitmentsAt 2026-07-26, NVIDIA's reported or estimated purchase and supply commitments were $279 billion dollars.$300B$200B$100B$0Jan '23Jan '24Jan '25Jul '26{"f":[360,170,40,8],"s":[["NVIDIA purchase and supply commitments","#76B900"]],"p":[["2023-01-29T00:00:00.000Z","Jan '23",40,[[0,"$4.92B",145.8,null]],null],["2023-04-30T00:00:00.000Z","Apr '23",62.29,[[0,"$7.27B",144.75,null]],null],["2023-07-30T00:00:00.000Z","Jul '23",84.57,[[0,"$11.15B",143.02,null]],null],["2023-10-29T00:00:00.000Z","Oct '23",106.86,[[0,"$17.11B",140.36,null]],null],["2024-01-28T00:00:00.000Z","Jan '24",129.14,[[0,"$16.1B",140.81,null]],null],["2024-04-28T00:00:00.000Z","Apr '24",151.43,[[0,"$18.8B",139.6,null]],null],["2024-07-28T00:00:00.000Z","Jul '24",173.71,[[0,"$27.8B",135.58,null]],null],["2024-10-27T00:00:00.000Z","Oct '24",196,[[0,"$28.9B",135.09,null]],null],["2025-01-26T00:00:00.000Z","Jan '25",218.29,[[0,"$30.8B",134.24,null]],null],["2025-04-27T00:00:00.000Z","Apr '25",240.57,[[0,"$29.8B",134.69,null]],null],["2025-07-27T00:00:00.000Z","Jul '25",262.86,[[0,"$40.05B",130.11,"partial"]],null],["2025-10-26T00:00:00.000Z","Oct '25",285.14,[[0,"$50.3B",125.53,null]],null],["2026-01-25T00:00:00.000Z","Jan '26",307.43,[[0,"$95.2B",105.48,null]],null],["2026-04-26T00:00:00.000Z","Apr '26",329.71,[[0,"$119B",94.85,null]],null],["2026-07-26T00:00:00.000Z","Jul '26",352,[[0,"$279B",23.38,null]],null]]}NVIDIA purchase and supply commitments: $279B (Jul '26)SOURCE: NVIDIA Forms 10-Q and 10-K filed with the SECRANGEALLYTD12M3M1M
Known Large AI Data Centers: Operational IT PowerKnown Large AI Data Centers: Operational IT PowerAt the partial-year/YTD cutoff of 2026-10-22—not a full-year endpoint or forecast—Epoch’s evolving structured database contains 14,203 MW of IT power of known operational IT power. Changes may reflect discovery, backfill, and source-coverage improvements as well as newly operational capacity; this is not a construction-completions series.15K10K5K0Jan '24Jan '25Jul '26{"f":[360,170,40,8],"s":[["Known operational IT power","#2563EB"]],"p":[["2023-12-31T00:00:00.000Z","Dec '23",40,[[0,"401 MW of IT power",144.42,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",151.3,[[0,"2,015 MW of IT power",130,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",262.29,[[0,"6,774 MW of IT power",87.49,null]],null],["2026-10-22T00:00:00.000Z","Oct '26",352,[[0,"14,203 MW of IT power",21.12,null]],null]]}Known operational IT power: 14.2K (Oct '26)SOURCE: Epoch AI Data Centers HubRANGEALLYTD12M3M1M
AMD Data Center RevenueAMD Data Center RevenueAs of 2026-04-01, AMD Data Center revenue was $6.72B in Q2 2026, up 107% year over year.$8B$6B$4B$2B$0Q1 2021Q2 2022Q1 2024Q2 2026{"f":[360,170,40,8],"s":[["AMD","#9333ea"]],"p":[["2021-01-01T00:00:00.000Z","Q1 2021",47.09,[[0,"$0.61B",142.89,null]],null],["2021-04-01T00:00:00.000Z","Q2 2021",61.27,[[0,"$0.81B",141.19,null]],null],["2021-07-01T00:00:00.000Z","Q3 2021",75.45,[[0,"$1.11B",138.72,null]],null],["2021-10-01T00:00:00.000Z","Q4 2021",89.64,[[0,"$1.16B",138.26,null]],null],["2022-01-01T00:00:00.000Z","Q1 2022",103.82,[[0,"$1.29B",137.17,null]],null],["2022-04-01T00:00:00.000Z","Q2 2022",118,[[0,"$1.49B",135.55,null]],null],["2022-07-01T00:00:00.000Z","Q3 2022",132.18,[[0,"$1.61B",134.52,null]],null],["2022-10-01T00:00:00.000Z","Q4 2022",146.36,[[0,"$1.66B",134.14,null]],null],["2023-01-01T00:00:00.000Z","Q1 2023",160.55,[[0,"$1.3B",137.15,null]],null],["2023-04-01T00:00:00.000Z","Q2 2023",174.73,[[0,"$1.32B",136.94,null]],null],["2023-07-01T00:00:00.000Z","Q3 2023",188.91,[[0,"$1.6B",134.62,null]],null],["2023-10-01T00:00:00.000Z","Q4 2023",203.09,[[0,"$2.28B",128.89,null]],null],["2024-01-01T00:00:00.000Z","Q1 2024",217.27,[[0,"$2.34B",128.43,null]],null],["2024-04-01T00:00:00.000Z","Q2 2024",231.45,[[0,"$2.83B",124.27,null]],null],["2024-07-01T00:00:00.000Z","Q3 2024",245.64,[[0,"$3.55B",118.28,null]],null],["2024-10-01T00:00:00.000Z","Q4 2024",259.82,[[0,"$3.86B",115.68,null]],null],["2025-01-01T00:00:00.000Z","Q1 2025",274,[[0,"$3.67B",117.23,null]],null],["2025-04-01T00:00:00.000Z","Q2 2025",288.18,[[0,"$3.24B",120.87,null]],null],["2025-07-01T00:00:00.000Z","Q3 2025",302.36,[[0,"$4.34B",111.64,null]],null],["2025-10-01T00:00:00.000Z","Q4 2025",316.55,[[0,"$5.38B",102.94,null]],null],["2026-01-01T00:00:00.000Z","Q1 2026",330.73,[[0,"$5.78B",99.63,null]],null],["2026-04-01T00:00:00.000Z","Q2 2026",344.91,[[0,"$6.72B",91.74,null]],null]]}AMD: $6.7B (Q2 2026)SOURCE: The LatentRANGEALLYTD12M3M1M
Broadcom AI Semiconductor RevenueBroadcom AI Semiconductor RevenueAs of 2026-04-01, Broadcom AI semiconductor revenue was $16.7 in the latest reported quarter.$20B$15B$10B$5B$0Q1 FY23Q2 FY24Q2 FY25Q3 FY26{"f":[360,170,40,8],"s":[["Broadcom","#ea580c"]],"p":[["2022-10-01T00:00:00.000Z","Q1 FY23",50.4,[[0,"$0.6B",145.99,null]],null],["2023-01-01T00:00:00.000Z","Q2 FY23",71.2,[[0,"$0.8B",145.32,null]],null],["2023-04-01T00:00:00.000Z","Q3 FY23",92,[[0,"$1B",144.65,null]],null],["2023-07-01T00:00:00.000Z","Q4 FY23",112.8,[[0,"$1.5B",142.98,null]],null],["2023-10-01T00:00:00.000Z","Q1 FY24",133.6,[[0,"$2.3B",140.3,null]],null],["2024-01-01T00:00:00.000Z","Q2 FY24",154.4,[[0,"$3.1B",137.62,null]],null],["2024-04-01T00:00:00.000Z","Q3 FY24",175.2,[[0,"$3.1B",137.62,null]],null],["2024-07-01T00:00:00.000Z","Q4 FY24",196,[[0,"$3.7B",135.61,null]],null],["2024-10-01T00:00:00.000Z","Q1 FY25",216.8,[[0,"$4.1B",134.26,null]],null],["2025-01-01T00:00:00.000Z","Q2 FY25",237.6,[[0,"$4.4B",133.26,null]],null],["2025-04-01T00:00:00.000Z","Q3 FY25",258.4,[[0,"$5.2B",130.58,null]],null],["2025-07-01T00:00:00.000Z","Q4 FY25",279.2,[[0,"$6.5B",126.23,null]],null],["2025-10-01T00:00:00.000Z","Q1 FY26",300,[[0,"$8.4B",119.86,null]],null],["2026-01-01T00:00:00.000Z","Q2 FY26",320.8,[[0,"$10.8B",111.82,null]],null],["2026-04-01T00:00:00.000Z","Q3 FY26",341.6,[[0,"$16.7B",92.06,null]],null]]}Broadcom: $16.7B (Q3 FY26)SOURCE: The LatentRANGEALLYTD12M3M1M
CoreWeave Quarterly RevenueCoreWeave Quarterly RevenueCoreWeave reported quarterly revenue of $2.58 in 2026-06-30, compared with $1.21 in the prior quarter, a change of 112.3%.$3B$2B$1B$0Q1'24Q3'24Q1'25Q3'25Q2'26{"f":[360,170,40,8],"s":[["Revenue","#6d5dfc"]],"p":[["2024-03-31T00:00:00.000Z","Q1'24",55.6,[[0,"$0.19B",143.79,null]],null],["2024-06-30T00:00:00.000Z","Q2'24",86.8,[[0,"$0.4B",139.17,null]],null],["2024-09-30T00:00:00.000Z","Q3'24",118,[[0,"$0.58B",134.96,null]],null],["2024-12-31T00:00:00.000Z","Q4'24",149.2,[[0,"$0.75B",131.31,null]],null],["2025-03-31T00:00:00.000Z","Q1'25",180.4,[[0,"$0.98B",126.08,null]],null],["2025-06-30T00:00:00.000Z","Q2'25",211.6,[[0,"$1.21B",120.91,null]],null],["2025-09-30T00:00:00.000Z","Q3'25",242.8,[[0,"$1.36B",117.52,null]],null],["2025-12-31T00:00:00.000Z","Q4'25",274,[[0,"$1.57B",112.89,null]],null],["2026-03-31T00:00:00.000Z","Q1'26",305.2,[[0,"$2.08B",101.59,null]],null],["2026-06-30T00:00:00.000Z","Q2'26",336.4,[[0,"$2.58B",90.49,null]],null]]}Revenue: $2.6B (Q2'26)SOURCE: CoreWeave SEC filingsRANGEALLYTD12M3M1M
Micron Quarterly Revenue by Memory TechnologyMicron Quarterly Revenue by Memory TechnologyDRAMNANDOther (primarily NOR)Micron reported $39.8 of DRAM revenue and $14.1 of NAND revenue in 2026-09-03; separately reported Other revenue was $0.36.$60B$40B$20B$0Mar '23Feb '24Feb '25Sep '26{"f":[360,150,40,8],"s":[["DRAM","#6D5DFB"],["NAND","#23A6D5"],["Other (primarily NOR)","#A7B0BE"]],"p":[["2023-03-02T00:00:00.000Z","Mar '23",50.4,[[0,"$2.72B",125.41,null],[1,"$0.89B",121.99,null],[2,"$0.09B",121.07,null]],"$3.69B"],["2023-06-01T00:00:00.000Z","Jun '23",71.2,[[0,"$2.67B",125.46,null],[1,"$1.01B",121.96,null],[2,"$0.07B",120.93,null]],"$3.75B"],["2023-08-31T00:00:00.000Z","Aug '23",92,[[0,"$2.76B",125.38,null],[1,"$1.21B",121.62,null],[2,"$0.05B",120.43,null]],"$4.01B"],["2023-11-30T00:00:00.000Z","Nov '23",112.8,[[0,"$3.43B",124.74,null],[1,"$1.23B",120.32,null],[2,"$0.07B",119.09,null]],"$4.73B"],["2024-02-29T00:00:00.000Z","Feb '24",133.6,[[0,"$4.16B",124.05,null],[1,"$1.57B",118.61,null],[2,"$0.1B",117.03,null]],"$5.82B"],["2024-05-30T00:00:00.000Z","May '24",154.4,[[0,"$4.69B",123.54,null],[1,"$2.07B",117.12,null],[2,"$0.05B",115.11,null]],"$6.81B"],["2024-08-29T00:00:00.000Z","Aug '24",175.2,[[0,"$5.33B",122.94,null],[1,"$2.37B",115.63,null],[2,"$0.06B",113.33,null]],"$7.75B"],["2024-11-28T00:00:00.000Z","Nov '24",196,[[0,"$6.4B",121.92,null],[1,"$2.24B",113.71,null],[2,"$0.07B",111.52,null]],"$8.71B"],["2025-02-27T00:00:00.000Z","Feb '25",216.8,[[0,"$6.12B",122.18,null],[1,"$1.86B",114.6,null],[2,"$0.08B",112.77,null]],"$8.05B"],["2025-05-29T00:00:00.000Z","May '25",237.6,[[0,"$7.07B",121.28,null],[1,"$2.16B",112.52,null],[2,"$0.08B",110.4,null]],"$9.3B"],["2025-08-28T00:00:00.000Z","Aug '25",258.4,[[0,"$8.98B",119.47,null],[1,"$2.25B",108.79,null],[2,"$0.08B",106.58,null]],"$11.32B"],["2025-11-27T00:00:00.000Z","Nov '25",279.2,[[0,"$10.81B",117.73,null],[1,"$2.74B",104.85,null],[2,"$0.09B",102.16,null]],"$13.64B"],["2026-02-26T00:00:00.000Z","Feb '26",300,[[0,"$18.77B",110.17,null],[1,"$5B",87.59,null],[2,"$0.1B",82.76,null]],"$23.86B"],["2026-05-28T00:00:00.000Z","May '26",320.8,[[0,"$31.33B",98.24,null],[1,"$9.94B",59.03,null],[2,"$0.19B",49.41,null]],"$41.46B"],["2026-09-03T00:00:00.000Z","Sep '26",341.6,[[0,"$39.77B",90.22,null],[1,"$14.1B",39.04,null],[2,"$0.36B",25.3,null]],"$54.23B"]]}DRAM: $39.8B (Sep '26). NAND: $14.1B (Sep '26). Other (primarily NOR): $0.4B (Sep '26)SOURCE: Micron Forms 10-Q and 10-K filed with the SECRANGEALLYTD12M3M1M
Nebius Group Quarterly RevenueNebius Group Quarterly RevenueNebius Group revenue was $0.58 in 2026-06-30, versus $0.11 one year earlier.$0.6B$0.4B$0.2B$0Q1'24Q3'24Q1'25Q3'25Q2'26{"f":[360,170,40,8],"s":[["Nebius Group revenue","#6C5CE7"]],"p":[["2024-03-31T00:00:00.000Z","Q1'24",40,[[0,"$0.01B",93.1,null]],null],["2024-06-30T00:00:00.000Z","Q2'24",74.58,[[0,"$0.01B",92.46,null]],null],["2024-09-30T00:00:00.000Z","Q3'24",109.54,[[0,"$0.03B",90.1,null]],null],["2024-12-31T00:00:00.000Z","Q4'24",144.51,[[0,"$0.04B",89.68,null]],null],["2025-03-31T00:00:00.000Z","Q1'25",178.71,[[0,"$0.05B",87.58,null]],null],["2025-06-30T00:00:00.000Z","Q2'25",213.29,[[0,"$0.11B",80.32,null]],null],["2025-09-30T00:00:00.000Z","Q3'25",248.25,[[0,"$0.15B",74.82,null]],null],["2025-12-31T00:00:00.000Z","Q4'25",283.22,[[0,"$0.23B",63.89,null]],null],["2026-03-31T00:00:00.000Z","Q1'26",317.42,[[0,"$0.4B",40.93,null]],null],["2026-06-30T00:00:00.000Z","Q2'26",352,[[0,"$0.58B",16.37,null]],null]]}Nebius Group revenue: $0.6B (Q2'26)SOURCE: Nebius Group filings furnished to or filed with the SECRANGEALLYTD12M3M1M
NVIDIA Data Center RevenueNVIDIA Data Center RevenueAs of 2026-04-01, NVIDIA Data Center revenue was $89 in the latest reported quarter.$100B$75B$50B$25B$0Q4 FY23Q1 FY25Q1 FY26Q2 FY27{"f":[360,170,40,8],"s":[["NVIDIA","#16a34a"]],"p":[["2022-10-01T00:00:00.000Z","Q4 FY23",50.4,[[0,"$3.62B",145.58,null]],null],["2023-01-01T00:00:00.000Z","Q1 FY24",71.2,[[0,"$4.28B",145.13,null]],null],["2023-04-01T00:00:00.000Z","Q2 FY24",92,[[0,"$10.32B",141.08,null]],null],["2023-07-01T00:00:00.000Z","Q3 FY24",112.8,[[0,"$14.51B",138.28,null]],null],["2023-10-01T00:00:00.000Z","Q4 FY24",133.6,[[0,"$18.4B",135.67,null]],null],["2024-01-01T00:00:00.000Z","Q1 FY25",154.4,[[0,"$22.56B",132.88,null]],null],["2024-04-01T00:00:00.000Z","Q2 FY25",175.2,[[0,"$26.27B",130.4,null]],null],["2024-07-01T00:00:00.000Z","Q3 FY25",196,[[0,"$30.77B",127.38,null]],null],["2024-10-01T00:00:00.000Z","Q4 FY25",216.8,[[0,"$35.58B",124.16,null]],null],["2025-01-01T00:00:00.000Z","Q1 FY26",237.6,[[0,"$39.11B",121.79,null]],null],["2025-04-01T00:00:00.000Z","Q2 FY26",258.4,[[0,"$41.1B",120.47,null]],null],["2025-07-01T00:00:00.000Z","Q3 FY26",279.2,[[0,"$51.22B",113.69,null]],null],["2025-10-01T00:00:00.000Z","Q4 FY26",300,[[0,"$62.31B",106.25,null]],null],["2026-01-01T00:00:00.000Z","Q1 FY27",320.8,[[0,"$75.25B",97.59,null]],null],["2026-04-01T00:00:00.000Z","Q2 FY27",341.6,[[0,"$89.02B",88.35,null]],null]]}NVIDIA: $89B (Q2 FY27)SOURCE: The LatentRANGEALLYTD12M3M1M
NVIDIA Quarterly Gross MarginNVIDIA Quarterly Gross MarginAs of 2026-07-26, NVIDIA's GAAP gross margin was 75% in the latest reported fiscal quarter.80%60%40%20%0%Jan '23Jan '24Jan '25Jul '26{"f":[360,170,40,8],"s":[["GAAP gross margin","#16a34a"]],"p":[["2023-01-29T00:00:00.000Z","Jan '23",40,[[0,"63.3%",41.97,null]],null],["2023-04-30T00:00:00.000Z","Apr '23",62.29,[[0,"64.6%",39.8,null]],null],["2023-07-30T00:00:00.000Z","Jul '23",84.57,[[0,"70.1%",30.58,null]],null],["2023-10-29T00:00:00.000Z","Oct '23",106.86,[[0,"74%",24.05,null]],null],["2024-01-28T00:00:00.000Z","Jan '24",129.14,[[0,"76%",20.7,null]],null],["2024-04-28T00:00:00.000Z","Apr '24",151.43,[[0,"78.4%",16.68,null]],null],["2024-07-28T00:00:00.000Z","Jul '24",173.71,[[0,"75.1%",22.21,null]],null],["2024-10-27T00:00:00.000Z","Oct '24",196,[[0,"74.6%",23.05,null]],null],["2025-01-26T00:00:00.000Z","Jan '25",218.29,[[0,"73%",25.73,null]],null],["2025-04-27T00:00:00.000Z","Apr '25",240.57,[[0,"60.5%",46.66,null]],null],["2025-07-27T00:00:00.000Z","Jul '25",262.86,[[0,"72.4%",26.73,null]],null],["2025-10-26T00:00:00.000Z","Oct '25",285.14,[[0,"73.4%",25.05,null]],null],["2026-01-25T00:00:00.000Z","Jan '26",307.43,[[0,"75%",22.38,null]],null],["2026-04-26T00:00:00.000Z","Apr '26",329.71,[[0,"74.9%",22.54,null]],null],["2026-07-26T00:00:00.000Z","Jul '26",352,[[0,"75%",22.38,null]],null]]}GAAP gross margin: 75% (Jul '26)SOURCE: NVIDIA filings and investor releasesRANGEALLYTD12M3M1M
SK hynix Quarterly RevenueSK hynix Quarterly RevenueSK hynix reported consolidated revenue of $52.9 in 2026-06-30, compared with $15.9 in the prior quarter, in USD billions.$60B$40B$20B$0Q1'23Q4'23Q3'24Q2'25Q2'26{"f":[360,170,40,8],"s":[["Consolidated revenue","#E31B23"]],"p":[["2023-03-31T00:00:00.000Z","Q1'23",51.14,[[0,"$3.99B",143.55,null]],null],["2023-06-30T00:00:00.000Z","Q2'23",73.43,[[0,"$5.55B",141.8,null]],null],["2023-09-30T00:00:00.000Z","Q3'23",95.71,[[0,"$6.9B",140.29,null]],null],["2023-12-31T00:00:00.000Z","Q4'23",118,[[0,"$8.55B",138.45,null]],null],["2024-03-31T00:00:00.000Z","Q1'24",140.29,[[0,"$9.35B",137.56,null]],null],["2024-06-30T00:00:00.000Z","Q2'24",162.57,[[0,"$11.99B",134.61,null]],null],["2024-09-30T00:00:00.000Z","Q3'24",184.86,[[0,"$12.96B",133.52,null]],null],["2024-12-31T00:00:00.000Z","Q4'24",207.14,[[0,"$14.13B",132.22,null]],null],["2025-03-31T00:00:00.000Z","Q1'25",229.43,[[0,"$12.15B",134.43,null]],null],["2025-06-30T00:00:00.000Z","Q2'25",251.71,[[0,"$15.88B",130.27,null]],null],["2025-09-30T00:00:00.000Z","Q3'25",274,[[0,"$17.63B",128.32,null]],null],["2025-12-31T00:00:00.000Z","Q4'25",296.29,[[0,"$22.66B",122.7,null]],null],["2026-03-31T00:00:00.000Z","Q1'26",318.57,[[0,"$35.87B",107.94,null]],null],["2026-06-30T00:00:00.000Z","Q2'26",340.86,[[0,"$52.86B",88.97,null]],null]]}Consolidated revenue: $52.9B (Q2'26)SOURCE: SK hynix quarterly financial-results releasesRANGEALLYTD12M3M1M
TSMC Quarterly HPC RevenueTSMC Quarterly HPC RevenueAs of 2026-04-01, TSMC HPC platform revenue was $26.3bn in 2Q26, up 45% from 2Q25.$30B$20B$10B$01Q221Q231Q241Q252Q26{"f":[360,170,40,8],"s":[["TSMC HPC","#dc2626"]],"p":[["2022-01-01T00:00:00.000Z","1Q22",48.67,[[0,"$7.24B",131.84,null]],null],["2022-04-01T00:00:00.000Z","2Q22",66,[[0,"$7.78B",130.62,null]],null],["2022-07-01T00:00:00.000Z","3Q22",83.33,[[0,"$7.86B",130.45,null]],null],["2022-10-01T00:00:00.000Z","4Q22",100.67,[[0,"$8.38B",129.29,null]],null],["2023-01-01T00:00:00.000Z","1Q23",118,[[0,"$7.41B",131.44,null]],null],["2023-04-01T00:00:00.000Z","2Q23",135.33,[[0,"$6.99B",132.39,null]],null],["2023-07-01T00:00:00.000Z","3Q23",152.67,[[0,"$7.2B",131.92,null]],null],["2023-10-01T00:00:00.000Z","4Q23",170,[[0,"$8.38B",129.29,null]],null],["2024-01-01T00:00:00.000Z","1Q24",187.33,[[0,"$8.75B",128.46,null]],null],["2024-04-01T00:00:00.000Z","2Q24",204.67,[[0,"$10.86B",123.74,null]],null],["2024-07-01T00:00:00.000Z","3Q24",222,[[0,"$12.05B",121.1,null]],null],["2024-10-01T00:00:00.000Z","4Q24",239.33,[[0,"$14.29B",116.1,null]],null],["2025-01-01T00:00:00.000Z","1Q25",256.67,[[0,"$15B",114.5,null]],null],["2025-04-01T00:00:00.000Z","2Q25",274,[[0,"$18.07B",107.64,null]],null],["2025-07-01T00:00:00.000Z","3Q25",291.33,[[0,"$18.68B",106.29,null]],null],["2025-10-01T00:00:00.000Z","4Q25",308.67,[[0,"$18.7B",106.23,null]],null],["2026-01-01T00:00:00.000Z","1Q26",326,[[0,"$21.99B",98.88,null]],null],["2026-04-01T00:00:00.000Z","2Q26",343.33,[[0,"$26.28B",89.31,null]],null]]}TSMC HPC: $26.3B (2Q26)SOURCE: The LatentRANGEALLYTD12M3M1M
TSMC Monthly RevenueTSMC Monthly RevenueTSMC reported consolidated net revenue of $16.1 USD billions in 2026-09-30, compared with $10.9 in the previous month.$20B$15B$10B$5B$0Jan '23Jan '24Jan '25Jul '26{"f":[360,170,40,8],"s":[["Consolidated net revenue","#E31937"]],"p":[["2023-01-31T00:00:00.000Z","Jan '23",40,[[0,"$6.57B",103.99,null]],null],["2023-02-28T00:00:00.000Z","Feb '23",46.53,[[0,"$5.41B",111.77,null]],null],["2023-03-31T00:00:00.000Z","Mar '23",53.76,[[0,"$4.76B",116.12,null]],null],["2023-04-30T00:00:00.000Z","Apr '23",60.75,[[0,"$4.84B",115.58,null]],null],["2023-05-31T00:00:00.000Z","May '23",67.98,[[0,"$5.74B",109.52,null]],null],["2023-06-30T00:00:00.000Z","Jun '23",74.98,[[0,"$5.07B",114,null]],null],["2023-07-31T00:00:00.000Z","Jul '23",82.21,[[0,"$5.69B",109.86,null]],null],["2023-08-31T00:00:00.000Z","Aug '23",89.43,[[0,"$5.93B",108.28,null]],null],["2023-09-30T00:00:00.000Z","Sep '23",96.43,[[0,"$5.63B",110.26,null]],null],["2023-10-31T00:00:00.000Z","Oct '23",103.66,[[0,"$7.53B",97.56,null]],null],["2023-11-30T00:00:00.000Z","Nov '23",110.65,[[0,"$6.45B",104.76,null]],null],["2023-12-31T00:00:00.000Z","Dec '23",117.88,[[0,"$5.64B",110.24,null]],null],["2024-01-31T00:00:00.000Z","Jan '24",125.11,[[0,"$6.91B",101.69,null]],null],["2024-02-29T00:00:00.000Z","Feb '24",131.87,[[0,"$5.78B",109.29,null]],null],["2024-03-31T00:00:00.000Z","Mar '24",139.1,[[0,"$6.16B",106.73,null]],null],["2024-04-30T00:00:00.000Z","Apr '24",146.1,[[0,"$7.3B",99.12,null]],null],["2024-05-31T00:00:00.000Z","May '24",153.33,[[0,"$7.1B",100.41,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",160.32,[[0,"$6.42B",105,null]],null],["2024-07-31T00:00:00.000Z","Jul '24",167.55,[[0,"$7.87B",95.27,null]],null],["2024-08-31T00:00:00.000Z","Aug '24",174.78,[[0,"$7.77B",95.91,null]],null],["2024-09-30T00:00:00.000Z","Sep '24",181.78,[[0,"$7.88B",95.22,null]],null],["2024-10-31T00:00:00.000Z","Oct '24",189,[[0,"$9.79B",82.4,null]],null],["2024-11-30T00:00:00.000Z","Nov '24",196,[[0,"$8.53B",90.85,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",203.23,[[0,"$8.54B",90.79,null]],null],["2025-01-31T00:00:00.000Z","Jan '25",210.46,[[0,"$8.92B",88.24,null]],null],["2025-02-28T00:00:00.000Z","Feb '25",216.99,[[0,"$7.93B",94.9,null]],null],["2025-03-31T00:00:00.000Z","Mar '25",224.22,[[0,"$8.67B",89.91,null]],null],["2025-04-30T00:00:00.000Z","Apr '25",231.21,[[0,"$10.71B",76.24,null]],null],["2025-05-31T00:00:00.000Z","May '25",238.44,[[0,"$10.61B",76.91,null]],null],["2025-06-30T00:00:00.000Z","Jun '25",245.43,[[0,"$8.88B",88.5,null]],null],["2025-07-31T00:00:00.000Z","Jul '25",252.66,[[0,"$11.02B",74.16,null]],null],["2025-08-31T00:00:00.000Z","Aug '25",259.89,[[0,"$11.13B",73.46,null]],null],["2025-09-30T00:00:00.000Z","Sep '25",266.89,[[0,"$10.89B",75.03,null]],null],["2025-10-31T00:00:00.000Z","Oct '25",274.12,[[0,"$12B",67.63,null]],null],["2025-11-30T00:00:00.000Z","Nov '25",281.11,[[0,"$11.02B",74.14,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",288.34,[[0,"$10.67B",76.5,null]],null],["2026-01-31T00:00:00.000Z","Jan '26",295.57,[[0,"$12.72B",62.76,null]],null],["2026-02-28T00:00:00.000Z","Feb '26",302.1,[[0,"$10.08B",80.46,null]],null],["2026-03-31T00:00:00.000Z","Mar '26",309.33,[[0,"$13.03B",60.67,null]],null],["2026-04-30T00:00:00.000Z","Apr '26",316.32,[[0,"$12.97B",61.09,null]],null],["2026-05-31T00:00:00.000Z","May '26",323.55,[[0,"$13.23B",59.33,null]],null],["2026-06-30T00:00:00.000Z","Jun '26",330.55,[[0,"$14B",54.19,null]],null],["2026-07-31T00:00:00.000Z","Jul '26",337.78,[[0,"$14.52B",50.73,null]],null],["2026-08-31T00:00:00.000Z","Aug '26",345,[[0,"$16.07B",40.33,null]],null],["2026-09-30T00:00:00.000Z","Sep '26",352,[[0,"$16.14B",39.87,null]],null]]}Consolidated net revenue: $16.1B (Sep '26)SOURCE: TSMC monthly revenue reportsRANGEALLYTD12M3M1M