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Datos de IA

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Materias primas críticas, capacidad de semiconductores, aceleradores, memoria e infraestructura de cómputo.

Finanzas de proveedores

Ingresos de centros de datos de AMD

Ingresos de centros de datos de AMD

A fecha de 2026-04-01, los ingresos de centros de datos de AMD fueron $6.72B en el 2T 2026, un 107% más interanual.$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
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Ingresos de semiconductores de IA de Broadcom

Ingresos de semiconductores de IA de Broadcom

A fecha de 2026-01-01, los ingresos de semiconductores de IA de Broadcom fueron $10.8 en el último trimestre reportado.$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
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Ingresos de centros de datos de NVIDIA

Ingresos de centros de datos de NVIDIA

A fecha de 2026-04-01, los ingresos de centros de datos de NVIDIA fueron $89 en el último trimestre reportado.$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
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Ingresos trimestrales de HPC de TSMC

Ingresos trimestrales de HPC de TSMC

A fecha de 2026-04-01, los ingresos de la plataforma HPC de TSMC fueron $26.3bn en 2T26, un 45% más que en 2T25.$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
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