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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 States
  • Virginia
  • Texas
  • North Dakota
  • Arizona
  • Utah
In 2026-06-01, the U.S. commercial-sector average retail electricity price was 14.2 cents per kilowatthour, compared with 11 cents per kilowatthour in Virginia and 8.66 cents per kilowatthour in Texas.151050Jan '23Jan '24Jan '25Jan '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",47.76,[[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",54.76,[[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",62.52,[[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",70.02,[[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",77.78,[[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",85.29,[[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",93.04,[[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",100.8,[[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",108.3,[[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",116.06,[[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",123.57,[[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",131.32,[[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",139.08,[[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",146.34,[[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",154.09,[[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",161.6,[[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",169.35,[[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",176.86,[[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",184.62,[[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",192.37,[[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",199.88,[[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",207.63,[[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",215.14,[[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",222.9,[[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",230.65,[[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",237.66,[[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",245.41,[[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",252.92,[[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",260.68,[[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",268.18,[[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",275.94,[[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",283.7,[[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",291.2,[[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",298.96,[[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",306.46,[[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",314.22,[[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",321.98,[[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",328.98,[[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",336.74,[[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",344.24,[[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",352,[[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]]}United States: 14.2 on Jun '26. Virginia: 11 on Jun '26. Texas: 8.7 on Jun '26. North Dakota: 8 on Jun '26. Arizona: 12.5 on Jun '26. Utah: 11 on Jun '26
SOURCE: U.S. Energy Information Administration, Form EIA-861M

Largest Known Operational GPU Cluster Over Time

Largest Known Operational GPU Cluster Over Time

The largest known operational GPU cluster in Epoch's dataset was 275,796 H100 equivalents H100 equivalents as of 2026-08-27, 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",95.9,[[0,"7,883 H100 equivalents",107.95,null]],null],["2023-08-28T00:00:00.000Z","Aug '23",95.9,[[0,"10,000 H100 equivalents",103.33,null]],null],["2023-11-07T23:59:59.000Z","Nov '23",112.74,[[0,"10,000 H100 equivalents",103.33,null]],null],["2023-11-08T00:00:00.000Z","Nov '23",112.74,[[0,"10,752 H100 equivalents",101.93,null]],null],["2023-11-14T23:59:59.000Z","Nov '23",114.37,[[0,"10,752 H100 equivalents",101.93,null]],null],["2023-11-15T00:00:00.000Z","Nov '23",114.37,[[0,"14,400 H100 equivalents",96.26,null]],null],["2024-03-11T23:59:59.000Z","Mar '24",141.97,[[0,"14,400 H100 equivalents",96.26,null]],null],["2024-03-12T00:00:00.000Z","Mar '24",141.97,[[0,"24,576 H100 equivalents",85.89,null]],null],["2024-08-27T23:59:59.000Z","Aug '24",181.5,[[0,"24,576 H100 equivalents",85.89,null]],null],["2024-08-28T00:00:00.000Z","Aug '24",181.5,[[0,"42,000 H100 equivalents",75.49,null]],null],["2024-09-01T23:59:59.000Z","Sep '24",182.67,[[0,"42,000 H100 equivalents",75.49,null]],null],["2024-09-02T00:00:00.000Z","Sep '24",182.67,[[0,"100,000 H100 equivalents",58.67,null]],null],["2025-02-17T23:59:59.000Z","Feb '25",222.19,[[0,"100,000 H100 equivalents",58.67,null]],null],["2025-02-18T00:00:00.000Z","Feb '25",222.19,[[0,"200,000 H100 equivalents",45.22,null]],null],["2025-07-21T23:59:59.000Z","Jul '25",258.21,[[0,"200,000 H100 equivalents",45.22,null]],null],["2025-07-22T00:00:00.000Z","Jul '25",258.21,[[0,"275,796 H100 equivalents",38.99,null]],null],["2026-08-27T00:00:00.000Z","Aug '26",352,[[0,"275,796 H100 equivalents",38.99,null]],null]]}Operational record frontier: 275.8K on Aug '26
SOURCE: Epoch AI GPU Clusters Dataset

NVIDIA Quarterly Inventory

NVIDIA Quarterly Inventory

NVIDIA 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 on Jul '26
SOURCE: NVIDIA Forms 10-Q and 10-K filed with the SEC

Estimated AI Compute Shipped by Chip Designer

Estimated AI Compute Shipped by Chip Designer

  • AMD
  • Amazon
  • Cambricon
  • Google
  • Huawei
  • Nvidia
As of 2026-06-30, Nvidia represents 3,953,823 H100-equivalent accelerators estimated H100-equivalent accelerators shipped.6M4M2M0Mar '23Mar '24Mar '25Jun '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",51.14,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"24.97K",127.76,null],[4,"0",128,null],[5,"91.83K",126.65,null]],"116.8K"],["2023-06-30T00:00:00.000Z","Jun '23",73.43,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"32.96K",127.69,null],[4,"0",128,null],[5,"211.99K",125.36,null]],"244.95K"],["2023-09-30T00:00:00.000Z","Sep '23",95.71,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"51.09K",127.51,null],[4,"0",128,null],[5,"342.74K",123.77,null]],"393.83K"],["2023-12-31T00:00:00.000Z","Dec '23",118,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"83.89K",127.2,null],[4,"0",128,null],[5,"450.98K",122.12,null]],"534.88K"],["2024-03-31T00:00:00.000Z","Mar '24",140.29,[[0,"55.04K",127.48,null],[1,"33.19K",126.64,null],[2,"142",126.32,null],[3,"121.3K",125.17,null],[4,"45.03K",123.59,null],[5,"573K",117.72,null]],"827.7K"],["2024-06-30T00:00:00.000Z","Jun '24",162.57,[[0,"118.55K",126.87,null],[1,"43.04K",125.34,null],[2,"215",124.93,null],[3,"141.4K",123.58,null],[4,"45.03K",121.81,null],[5,"684.24K",114.88,null]],"1.03M"],["2024-09-30T00:00:00.000Z","Sep '24",184.86,[[0,"169.49K",126.39,null],[1,"75.86K",124.06,null],[2,"664",123.33,null],[3,"182.52K",121.59,null],[4,"45.03K",119.43,null],[5,"835.1K",111.07,null]],"1.31M"],["2024-12-31T00:00:00.000Z","Dec '24",207.14,[[0,"205.34K",126.05,null],[1,"148.06K",122.69,null],[2,"5.45K",121.23,null],[3,"283.43K",118.49,null],[4,"45.03K",115.37,null],[5,"1.24M",103.19,null]],"1.92M"],["2025-03-31T00:00:00.000Z","Mar '25",229.43,[[0,"160.23K",126.48,null],[1,"137.84K",123.65,null],[2,"4.87K",122.29,null],[3,"440.99K",118.05,null],[4,"131.96K",112.61,null],[5,"1.7M",95.25,null]],"2.57M"],["2025-06-30T00:00:00.000Z","Jun '25",251.71,[[0,"104.94K",127,null],[1,"164.1K",124.45,null],[2,"7.75K",122.81,null],[3,"630.99K",116.75,null],[4,"131.96K",109.5,null],[5,"1.89M",90.26,null]],"2.93M"],["2025-09-30T00:00:00.000Z","Sep '25",274,[[0,"202.45K",126.08,null],[1,"190.35K",122.35,null],[2,"7.56K",120.46,null],[3,"801.65K",112.78,null],[4,"131.96K",103.91,null],[5,"2.37M",80.11,null]],"3.71M"],["2025-12-31T00:00:00.000Z","Dec '25",296.29,[[0,"218.37K",125.93,null],[1,"219.89K",121.76,null],[2,"8.28K",119.59,null],[3,"829.62K",111.63,null],[4,"131.96K",102.5,null],[5,"2.96M",73.15,null]],"4.37M"],["2026-03-31T00:00:00.000Z","Mar '26",318.57,[[0,"229.55K",125.82,null],[1,"0",128,null],[2,"0",128,null],[3,"846.72K",115.59,null],[4,"0",128,null],[5,"3.39M",75.38,null]],"4.46M"],["2026-06-30T00:00:00.000Z","Jun '26",340.86,[[0,"260.92K",125.52,null],[1,"0",128,null],[2,"0",128,null],[3,"320.58K",120,"partial"],[4,"0",128,null],[5,"3.95M",79.39,null]],"4.54M"]]}AMD: 260.9K on Jun '26. Amazon: 0 on Jun '26. Cambricon: 0 on Jun '26. Google: 320.6K on Jun '26. Huawei: 0 on Jun '26. Nvidia: 4M on Jun '26
SOURCE: Epoch AI

NVIDIA Purchase and Supply Commitments

NVIDIA Purchase and Supply Commitments

At 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 on Jul '26
SOURCE: NVIDIA Forms 10-Q and 10-K filed with the SEC

Installed Compute

Known Large AI Data Centers: Operational IT Power

Known Large AI Data Centers: Operational IT Power

At the partial-year/YTD cutoff of 2026-08-26—not a full-year endpoint or forecast—Epoch’s evolving structured database contains 13,027 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,"340 MW of IT power",144.96,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",157.85,[[0,"1,763 MW of IT power",132.25,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",275.37,[[0,"6,257 MW of IT power",92.1,null]],null],["2026-08-26T00:00:00.000Z","Aug '26",352,[[0,"13,027 MW of IT power",31.63,null]],null]]}Known operational IT power: 13K on Aug '26
SOURCE: Epoch AI Data Centers Hub

Supplier Financials

AMD Data Center Revenue

AMD Data Center Revenue

As 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 on Q2 2026
SOURCE: The Latent

Broadcom AI Semiconductor Revenue

Broadcom AI Semiconductor Revenue

As of 2026-01-01, Broadcom AI semiconductor revenue was $10.8 in the latest reported quarter.$15B$10B$5B$0Q1 FY23Q2 FY24Q2 FY26{"f":[360,170,40,8],"s":[["Broadcom","#ea580c"]],"p":[["2022-10-01T00:00:00.000Z","Q1 FY23",51.14,[[0,"$0.6B",145.32,null]],null],["2023-01-01T00:00:00.000Z","Q2 FY23",73.43,[[0,"$0.8B",144.43,null]],null],["2023-04-01T00:00:00.000Z","Q3 FY23",95.71,[[0,"$1B",143.53,null]],null],["2023-07-01T00:00:00.000Z","Q4 FY23",118,[[0,"$1.5B",141.3,null]],null],["2023-10-01T00:00:00.000Z","Q1 FY24",140.29,[[0,"$2.3B",137.73,null]],null],["2024-01-01T00:00:00.000Z","Q2 FY24",162.57,[[0,"$3.1B",134.15,null]],null],["2024-04-01T00:00:00.000Z","Q3 FY24",184.86,[[0,"$3.1B",134.15,null]],null],["2024-07-01T00:00:00.000Z","Q4 FY24",207.14,[[0,"$3.7B",131.47,null]],null],["2024-10-01T00:00:00.000Z","Q1 FY25",229.43,[[0,"$4.1B",129.69,null]],null],["2025-01-01T00:00:00.000Z","Q2 FY25",251.71,[[0,"$4.4B",128.35,null]],null],["2025-04-01T00:00:00.000Z","Q3 FY25",274,[[0,"$5.2B",124.77,null]],null],["2025-07-01T00:00:00.000Z","Q4 FY25",296.29,[[0,"$6.5B",118.97,null]],null],["2025-10-01T00:00:00.000Z","Q1 FY26",318.57,[[0,"$8.4B",110.48,null]],null],["2026-01-01T00:00:00.000Z","Q2 FY26",340.86,[[0,"$10.8B",99.76,null]],null]]}Broadcom: $10.8B on Q2 FY26
SOURCE: The Latent

CoreWeave Quarterly Revenue

CoreWeave Quarterly Revenue

CoreWeave 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$0Mar '24Dec '24Jun '26{"f":[360,170,40,8],"s":[["Revenue","#6d5dfc"]],"p":[["2024-03-31T00:00:00.000Z","Mar '24",55.6,[[0,"$0.19B",143.79,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",86.8,[[0,"$0.4B",139.17,null]],null],["2024-09-30T00:00:00.000Z","Sep '24",118,[[0,"$0.58B",134.96,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",149.2,[[0,"$0.75B",131.31,null]],null],["2025-03-31T00:00:00.000Z","Mar '25",180.4,[[0,"$0.98B",126.08,null]],null],["2025-06-30T00:00:00.000Z","Jun '25",211.6,[[0,"$1.21B",120.91,null]],null],["2025-09-30T00:00:00.000Z","Sep '25",242.8,[[0,"$1.36B",117.52,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",274,[[0,"$1.57B",112.89,null]],null],["2026-03-31T00:00:00.000Z","Mar '26",305.2,[[0,"$2.08B",101.59,null]],null],["2026-06-30T00:00:00.000Z","Jun '26",336.4,[[0,"$2.58B",90.49,null]],null]]}Revenue: $2.6B on Jun '26
SOURCE: CoreWeave SEC filings

Micron Quarterly Revenue by Memory Technology

Micron Quarterly Revenue by Memory Technology

  • DRAM
  • NAND
  • Other (primarily NOR)
Micron reported $31.3 of DRAM revenue and $9.94 of NAND revenue in 2026-05-28; separately reported Other revenue was $0.19.$60B$40B$20B$0Mar '23Feb '24Feb '25May '26{"f":[360,150,40,8],"s":[["DRAM","#6D5DFB"],["NAND","#23A6D5"],["Other (primarily NOR)","#A7B0BE"]],"p":[["2023-03-02T00:00:00.000Z","Mar '23",51.14,[[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",73.43,[[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",95.71,[[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",118,[[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",140.29,[[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",162.57,[[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",184.86,[[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",207.14,[[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",229.43,[[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",251.71,[[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",274,[[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",296.29,[[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",318.57,[[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",340.86,[[0,"$31.33B",98.24,null],[1,"$9.94B",59.03,null],[2,"$0.19B",49.41,null]],"$41.46B"]]}DRAM: $31.3B on May '26. NAND: $9.9B on May '26. Other (primarily NOR): $0.2B on May '26
SOURCE: Micron Forms 10-Q and 10-K filed with the SEC

Nebius Group Quarterly Revenue

Nebius Group Quarterly Revenue

Nebius Group revenue was $0.58 in 2026-06-30, versus $0.11 one year earlier.$0.6B$0.4B$0.2B$0Jul '24Jan '25Jul '25Jan '26{"f":[360,170,40,8],"s":[["Nebius Group revenue","#6C5CE7"]],"p":[["2024-03-31T00:00:00.000Z","Mar '24",40,[[0,"$0.01B",93.1,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",74.58,[[0,"$0.01B",92.46,null]],null],["2024-09-30T00:00:00.000Z","Sep '24",109.54,[[0,"$0.03B",90.1,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",144.51,[[0,"$0.04B",89.68,null]],null],["2025-03-31T00:00:00.000Z","Mar '25",178.71,[[0,"$0.05B",87.58,null]],null],["2025-06-30T00:00:00.000Z","Jun '25",213.29,[[0,"$0.11B",80.32,null]],null],["2025-09-30T00:00:00.000Z","Sep '25",248.25,[[0,"$0.15B",74.82,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",283.22,[[0,"$0.23B",63.89,null]],null],["2026-03-31T00:00:00.000Z","Mar '26",317.42,[[0,"$0.4B",40.93,null]],null],["2026-06-30T00:00:00.000Z","Jun '26",352,[[0,"$0.58B",16.37,null]],null]]}Nebius Group revenue: $0.6B on Jun '26
SOURCE: Nebius Group filings furnished to or filed with the SEC

NVIDIA Data Center Revenue

NVIDIA Data Center Revenue

As 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 on Q2 FY27
SOURCE: The Latent

NVIDIA Quarterly Gross Margin

NVIDIA Quarterly Gross Margin

As 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% on Jul '26
SOURCE: NVIDIA filings and investor releases

SK hynix Quarterly Revenue

SK hynix Quarterly Revenue

SK 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$0Mar '23Mar '24Mar '25Jun '26{"f":[360,170,40,8],"s":[["Consolidated revenue","#E31B23"]],"p":[["2023-03-31T00:00:00.000Z","Mar '23",51.14,[[0,"$3.99B",143.55,null]],null],["2023-06-30T00:00:00.000Z","Jun '23",73.43,[[0,"$5.55B",141.8,null]],null],["2023-09-30T00:00:00.000Z","Sep '23",95.71,[[0,"$6.9B",140.29,null]],null],["2023-12-31T00:00:00.000Z","Dec '23",118,[[0,"$8.55B",138.45,null]],null],["2024-03-31T00:00:00.000Z","Mar '24",140.29,[[0,"$9.35B",137.56,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",162.57,[[0,"$11.99B",134.61,null]],null],["2024-09-30T00:00:00.000Z","Sep '24",184.86,[[0,"$12.96B",133.52,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",207.14,[[0,"$14.13B",132.22,null]],null],["2025-03-31T00:00:00.000Z","Mar '25",229.43,[[0,"$12.15B",134.43,null]],null],["2025-06-30T00:00:00.000Z","Jun '25",251.71,[[0,"$15.88B",130.27,null]],null],["2025-09-30T00:00:00.000Z","Sep '25",274,[[0,"$17.63B",128.32,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",296.29,[[0,"$22.66B",122.7,null]],null],["2026-03-31T00:00:00.000Z","Mar '26",318.57,[[0,"$35.87B",107.94,null]],null],["2026-06-30T00:00:00.000Z","Jun '26",340.86,[[0,"$52.86B",88.97,null]],null]]}Consolidated revenue: $52.9B on Jun '26
SOURCE: SK hynix quarterly financial-results releases

TSMC Quarterly HPC Revenue

TSMC Quarterly HPC Revenue

As 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 on 2Q26
SOURCE: The Latent

TSMC Monthly Revenue

TSMC Monthly Revenue

TSMC reported consolidated net revenue of $14.5 USD billions in 2026-07-31, compared with $11 in the previous month.$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",89.32,null]],null],["2023-02-28T00:00:00.000Z","Feb '23",46.84,[[0,"$5.41B",99.7,null]],null],["2023-03-31T00:00:00.000Z","Mar '23",54.42,[[0,"$4.76B",105.49,null]],null],["2023-04-30T00:00:00.000Z","Apr '23",61.74,[[0,"$4.84B",104.78,null]],null],["2023-05-31T00:00:00.000Z","May '23",69.32,[[0,"$5.74B",96.69,null]],null],["2023-06-30T00:00:00.000Z","Jun '23",76.65,[[0,"$5.07B",102.67,null]],null],["2023-07-31T00:00:00.000Z","Jul '23",84.22,[[0,"$5.69B",97.15,null]],null],["2023-08-31T00:00:00.000Z","Aug '23",91.8,[[0,"$5.93B",95.04,null]],null],["2023-09-30T00:00:00.000Z","Sep '23",99.13,[[0,"$5.63B",97.68,null]],null],["2023-10-31T00:00:00.000Z","Oct '23",106.7,[[0,"$7.53B",80.74,null]],null],["2023-11-30T00:00:00.000Z","Nov '23",114.03,[[0,"$6.45B",90.35,null]],null],["2023-12-31T00:00:00.000Z","Dec '23",121.6,[[0,"$5.64B",97.65,null]],null],["2024-01-31T00:00:00.000Z","Jan '24",129.18,[[0,"$6.91B",86.26,null]],null],["2024-02-29T00:00:00.000Z","Feb '24",136.26,[[0,"$5.78B",96.38,null]],null],["2024-03-31T00:00:00.000Z","Mar '24",143.84,[[0,"$6.16B",92.97,null]],null],["2024-04-30T00:00:00.000Z","Apr '24",151.17,[[0,"$7.3B",82.83,null]],null],["2024-05-31T00:00:00.000Z","May '24",158.74,[[0,"$7.1B",84.54,null]],null],["2024-06-30T00:00:00.000Z","Jun '24",166.07,[[0,"$6.42B",90.66,null]],null],["2024-07-31T00:00:00.000Z","Jul '24",173.64,[[0,"$7.87B",77.7,null]],null],["2024-08-31T00:00:00.000Z","Aug '24",181.22,[[0,"$7.77B",78.54,null]],null],["2024-09-30T00:00:00.000Z","Sep '24",188.55,[[0,"$7.88B",77.63,null]],null],["2024-10-31T00:00:00.000Z","Oct '24",196.12,[[0,"$9.79B",60.53,null]],null],["2024-11-30T00:00:00.000Z","Nov '24",203.45,[[0,"$8.53B",71.8,null]],null],["2024-12-31T00:00:00.000Z","Dec '24",211.03,[[0,"$8.54B",71.71,null]],null],["2025-01-31T00:00:00.000Z","Jan '25",218.6,[[0,"$8.92B",68.32,null]],null],["2025-02-28T00:00:00.000Z","Feb '25",225.44,[[0,"$7.93B",77.2,null]],null],["2025-03-31T00:00:00.000Z","Mar '25",233.01,[[0,"$8.67B",70.55,null]],null],["2025-04-30T00:00:00.000Z","Apr '25",240.34,[[0,"$10.71B",52.33,null]],null],["2025-05-31T00:00:00.000Z","May '25",247.92,[[0,"$10.61B",53.21,null]],null],["2025-06-30T00:00:00.000Z","Jun '25",255.25,[[0,"$8.88B",68.66,null]],null],["2025-07-31T00:00:00.000Z","Jul '25",262.82,[[0,"$11.02B",49.55,null]],null],["2025-08-31T00:00:00.000Z","Aug '25",270.4,[[0,"$11.13B",48.61,null]],null],["2025-09-30T00:00:00.000Z","Sep '25",277.73,[[0,"$10.89B",50.71,null]],null],["2025-10-31T00:00:00.000Z","Oct '25",285.3,[[0,"$12B",40.84,null]],null],["2025-11-30T00:00:00.000Z","Nov '25",292.63,[[0,"$11.02B",49.52,null]],null],["2025-12-31T00:00:00.000Z","Dec '25",300.2,[[0,"$10.67B",52.66,null]],null],["2026-01-31T00:00:00.000Z","Jan '26",307.78,[[0,"$12.72B",34.35,null]],null],["2026-02-28T00:00:00.000Z","Feb '26",314.62,[[0,"$10.08B",57.94,null]],null],["2026-03-31T00:00:00.000Z","Mar '26",322.19,[[0,"$13.03B",31.56,null]],null],["2026-04-30T00:00:00.000Z","Apr '26",329.52,[[0,"$12.97B",32.12,null]],null],["2026-05-31T00:00:00.000Z","May '26",337.1,[[0,"$13.23B",29.78,null]],null],["2026-06-30T00:00:00.000Z","Jun '26",344.43,[[0,"$14B",22.93,null]],null],["2026-07-31T00:00:00.000Z","Jul '26",352,[[0,"$14.52B",18.31,null]],null]]}Consolidated net revenue: $14.5B on Jul '26
SOURCE: TSMC monthly revenue reports