AI ASICs — Timeline
58 milestones, source-traced.
Jun 30, 2026
News Mention: Insight: The Inference Bottleneck: What NVIDIA's New Inference Chip Means for the Future of...
Insight: The Inference Bottleneck: What NVIDIA's New Inference Chip Means for the Future of HBM - TechInsights <a href="https://news.google.com/rss/articles/CBMisAFBVV95cUxNX3RFY2RmRjlzbUV4UHBTcVpFSXpMQkRiTGxHSkF5bk5Wai1weHpEc0VxeE1vYjBEeW1XMkJlS3l5UlZNX1JEVkRmTWZaaHhLYUZJU29TaUhDTTZUNG9MNEd3WjdjZ0ZlUkJkQUcwRmo2cUhhS1hyWXZ1dXF5WVczM3Zfcl8xVmZIdVRla1lsVWxENE16R09tVEdjcUlzYVVwNlJMa05POEwyZnAxVXZieQ?oc=5" target="_blank">Insight: The Inference Bottleneck: What NVIDIA's New Inference Chip Means for the Future of HBM</a> <font color="#6f6f6f">TechInsights</font>
gnews-groq →Jul 1, 2026
Other: AMD approved base salary increases for its Chair, President and CEO, CFO, CTO, Chief...
AMD approved base salary increases for its Chair, President and CEO, CFO, CTO, Chief Sales Officer, and General Manager of Data Center Solutions, effective July 1, 2026.
sec_edgar →Jul 1, 2026
Other: AMD's executive team, including Lisa T. Su, Jean Hu, Mark Papermaster, Darren Grasby, and...
AMD's executive team, including Lisa T. Su, Jean Hu, Mark Papermaster, Darren Grasby, and Forrest Norrod, will receive long-term equity incentive awards under the 2023 Equity Incentive Plan on August 15, 2026.
sec_edgar →Jul 1, 2026
News Mention: Transformer Chip Startup Etched Exits Stealth: $800M Raised, $1B in Contracts - Tech Times...
Transformer Chip Startup Etched Exits Stealth: $800M Raised, $1B in Contracts - Tech Times <a href="https://news.google.com/rss/articles/CBMiwwFBVV95cUxOYmdaVk15bFBYRjY4cmRUcEFHNEZVMnR2WkVPZDNOT3RHQTZZVmZBREU5NmZpczNydE40V014Y2taU1drRFdFTnpTcWs2b05lUTk0bWg3NEFLNkJNWFB1MnU4ZUw4N2RnNmRRT2ptS1lPS3ExVzVWZlJUa09wRkdrU1B3RG1oeFlrZnJyalQ4enNrbWlwMzREeWc2MDVUd2RHRWVhdUdleVk0YUdic0E3a1U2eEdPN1RzWjNlSFJyN0xxX2M?oc=5" target="_blank">Transformer Chip Startup Etched Exits Stealth: $800M Raised, $1B in Contracts</a> <font color="#6f6f6f">Tech Times</font>
gnews-etched →Jul 2, 2026
Leadership Change: NVIDIA appointed Nicholas Parker, formerly of Microsoft, as Executive Vice President of Worldwide Field...
NVIDIA appointed Nicholas Parker, formerly of Microsoft, as Executive Vice President of Worldwide Field Operations effective August 24, 2026, with a $1M base salary, $5M sign-on bonus, and $40M in equity grants.
sec_edgar →Jul 2, 2026
Leadership Change: Ajay K. Puri, 21-year NVIDIA executive and EVP of Worldwide Field Operations, notified the...
Ajay K. Puri, 21-year NVIDIA executive and EVP of Worldwide Field Operations, notified the company of his intention to retire effective upon his successor's start date.
sec_edgar →Jul 6, 2026
News Mention: Intel-Backed AI Chip and Software Maker Syntiant Files for IPO - Yahoo Finance <a...
Intel-Backed AI Chip and Software Maker Syntiant Files for IPO - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMimAFBVV95cUxPdHpVRC1sQVlsVlVXbUdVd0EtUHp0NXhqalRMdjNnXzVleEVYLTFiQ3BaTGgxUm1HYVcyejlkbWJIdUlUMVdNZ2hzR1FGZGxoaEVZVEh3bGlrWGN5RnJJU0xhSE5DYW1qM25DdGxRMFdJMlA4b1NqSHZQMU1TSEVSa2RpSk53ZlRsclR3a3pPa3JVdlByb3pucA?oc=5" target="_blank">Intel-Backed AI Chip and Software Maker Syntiant Files for IPO</a> <font color="#6f6f6f">Yahoo Finance</font>
gnews-sambanova →Jul 6, 2026
News Mention: Tenstorrent Unveils TT-QuietBox(TM) 2, the First RISC-V AI Workstation With a Fully Open-Source Stack...
Tenstorrent Unveils TT-QuietBox(TM) 2, the First RISC-V AI Workstation With a Fully Open-Source Stack to Deliver Teraflop-Class Inference - Enterprise News <a href="https://news.google.com/rss/articles/CBMinAJBVV95cUxOand6Nk95cmR3NTRFTWlTYUdibFhxMk1FV1ZaMm0xUW5jSjhRd04tWnY4MVA4MEkxbG9zQ29GMEJFMENLM0g0WU9hZ0w1SE5PcHh3N3lpbzhNNnY0bDZDM3VLME1qbjM4eGl2em80NUZ5OWg2XzR3T0trNlBCdTI2RXlOTG4wVHpjTDctczh5c3pxQ0RZM1hHWDRMSjBWbFFMMGRFVlMyU2YxVHJNM3lLSExUTi1FbnZCZWV2UUdoanFoSmNhRkpkdWFJazFZWHR3TGlGZmY0UUVmWElTb3dqOURqYnJ2NmFBdTRkTUcyNjJpWVNWOS16UlA5Uzd3Wk4zLTVJaFpkTkJ6QThjWWFqOUQ4WnBRMXVqYlo3LQ?oc=5" target="_blank">Tenstorrent Unveils TT-QuietBox(TM) 2, the First RISC-V AI Workstation With a Fully Open-Source Stack to Deliver Teraflop-Class Inference</a>&nbs
gnews-tenstorrent →Jul 8, 2026
News Mention: General Atlantic leads SambaNova’s $1B round, valuing the AI chip maker at $11B -...
General Atlantic leads SambaNova’s $1B round, valuing the AI chip maker at $11B - Tech Funding News <a href="https://news.google.com/rss/articles/CBMipwFBVV95cUxOWXFuQlhYcnItZklNVHlkRTh4YkJKbUctdHdOdTQyYWxzLThHNVFVZ3ZxX3BacTRuajB3bWpzUVN4cTRxc0hFNmZZOS1NWVlsaW1qdkNNek9aeVB6ZEt0eDQyR0FpdjBVQWlYU1Qya2g3emJUZjNyS2hsZFBkM0lfOTBNdk9ZWDRCd1B6ZmhfUzN5TWpNcHhBZEptbjh3NXEyUFRFM3hVSQ?oc=5" target="_blank">General Atlantic leads SambaNova’s $1B round, valuing the AI chip maker at $11B</a> <font color="#6f6f6f">Tech Funding News</font>
gnews-sambanova →Jul 8, 2026
News Mention: Rebellions Targets IPO on South Korea's KOSPI Next Year - Let's Data Science <a...
Rebellions Targets IPO on South Korea's KOSPI Next Year - Let's Data Science <a href="https://news.google.com/rss/articles/CBMinAFBVV95cUxObmwzZ3lBVXREaXp5N0YzSnlhTlhkbWJtTGxDalBnd2ZtRHJSR016dzBhMXREWjRkcU42TTQyclJLZUF6OWZpdGZIUGlKYjZja3A5eWhnTDcxNzk2eWVnWFNuWjJCRUxaUUQ3bllaRFJoNHlFQ2ZtTE5GaWZJTFZVektOR0F6NDhYWXZtanp6YXNITVNYczBEbUpVdjQ?oc=5" target="_blank">Rebellions Targets IPO on South Korea's KOSPI Next Year</a> <font color="#6f6f6f">Let's Data Science</font>
gnews-rebellions →Jul 8, 2026
News Mention: SambaNova hits $11 billion valuation as investors back Nvidia chip challengers - CNBC <a...
SambaNova hits $11 billion valuation as investors back Nvidia chip challengers - CNBC <a href="https://news.google.com/rss/articles/CBMifEFVX3lxTE52SU1WbEZuNGN2V1NSS3JnTFljY3lWWkNQWWNjaFdfVUxnNTRLX01rMnRiYlJITnVTR3Utd0ZvUXBISWp0bVkzX3h0SlFBb3JVSHZoRzNIX3RNb0JhX014T2JyT3ladnZ3YTlGVjJCWmZCRndmcjQ4cmFwVHrSAYIBQVVfeXFMTW5xb0Ria3NMa2xkNEpMa1h6aWx2LU5ITGY2cG5mclBaNlFFeXRhYU1mREVkQ010eUM2UTBadHBGbUhhWEVMT0s4eTRZelNlWk0yVklUUV9kZDA5aUhieXZrNmxKZTVQY3doTnVIeGNkRXN5X2pzb3pHRlFJWXB0MWdBQQ?oc=5" target="_blank">SambaNova hits $11 billion valuation as investors back Nvidia chip challengers</a> <font color="#6f6f6f">CNBC</font>
gnews-sambanova →Jul 8, 2026
News Mention: SambaNova raises $1bn in Series F round, AI compute company valued at $11bn -...
SambaNova raises $1bn in Series F round, AI compute company valued at $11bn - Data Center Dynamics <a href="https://news.google.com/rss/articles/CBMitwFBVV95cUxQbDBrTXJvX2MySWdBeW5NMlQzMEdrV1UxZjNUYTcyWkhTUXJSM3oxdjNQWm9FaUlGWGNRWnEySWNuSERKRXRGcV9jN1N6R2pFOC1YQlN6MmcwazZWbzRTSk90cFBjTXNiQzBlN1ZBeXZOVTNVbU9SMUlYY19VMTJSazl3V1JuMHBUWmZfNV9yZUw3dTVyMGhSYjRxN09XeU1kWERfNmExSGRqV3dzT2huRzhCTUc5djQ?oc=5" target="_blank">SambaNova raises $1bn in Series F round, AI compute company valued at $11bn</a> <font color="#6f6f6f">Data Center Dynamics</font>
gnews-sambanova →Jul 8, 2026
News Mention: AI chip startup SambaNova raises $1 billion funds at $11 billion valuation - Bloomberg...
AI chip startup SambaNova raises $1 billion funds at $11 billion valuation - Bloomberg News - TradingView <a href="https://news.google.com/rss/articles/CBMi7gFBVV95cUxObDd3bGxVR293WXAtMHNrZFVXdVdtM1l3RU1JSVA2OFNSbmh5T2dTSDBEOFFzV2c3czI3U3ZSM0Z6TlVjQjA1enhMMDZaZmFKalN6Z29KbmNGSzAtMXZlNW5sdGRkZk1WdWVYZC1fR2YtX293V2syV1NVbU9Gb1B5c29veVcyQTE2dnFraGxfRkMwM3dxcjhxajl5TjFOZ1VXc1c1dWtfeE5IdmRhSm1IaE5EVnQ0WkV1VE02bXJ1dmZXYmFrbEpzSk92UnBEbElfaUt5ZmpxTHhyWWphSy1fZXdZSm5hWVJ2SEZjQmlB?oc=5" target="_blank">AI chip startup SambaNova raises $1 billion funds at $11 billion valuation - Bloomberg News</a> <font color="#6f6f6f">TradingView</font>
gnews-sambanova →Jul 8, 2026
News Mention: AI chip maker SambaNova raises $1B at $11B valuation, 5 months after last mega...
AI chip maker SambaNova raises $1B at $11B valuation, 5 months after last mega round - TechCrunch <a href="https://news.google.com/rss/articles/CBMimgFBVV95cUxOUWU1VXZMQXZDYlNnMmljaVhQMGFQVW95T1NMTFBpOEcxTklJVzF0RFZUWnhsYU51ODlsUklQbl9nVVN0N2F5MFFfZzBjQWRmRGc0LXBkZ2E3M0lpQVItVEU4cXlBdzU1N0ZLOXBXMk9GR1Z5Mk0yb1RESlBSVmNGdlQ1U1piUEFrV2RYTzRUMUlWd1o1b2w3Ymxn?oc=5" target="_blank">AI chip maker SambaNova raises $1B at $11B valuation, 5 months after last mega round</a> <font color="#6f6f6f">TechCrunch</font>
gnews-sambanova →Jul 8, 2026
News Mention: AI chip startup SambaNova valued at $11 billion in $1 billion funding round -...
AI chip startup SambaNova valued at $11 billion in $1 billion funding round - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMinAFBVV95cUxNZU8tQmN6bnlCa1g3cmh3VUtZbXl0Q09EZkMwcHhvOEFLLXBvaTZxNUg1Sm5GNFJ1dG4wRWh6NmYwRjhvSU1Ua1J0ZnNfaEUxS2xzd1BMZzRlazkxRU9VOGZUczZRUU9FTEZ6SkppN0RWbVJ2U2FmQk5LTzNSVW1SV1JwT2xFSmRWWF9qaER4OFFqZUtjTVE2bW4wai0?oc=5" target="_blank">AI chip startup SambaNova valued at $11 billion in $1 billion funding round</a> <font color="#6f6f6f">Yahoo Finance</font>
gnews-sambanova →Jul 8, 2026
News Mention: AI Chip Startup SambaNova Raises Funds at $11 Billion Value - Bloomberg.com <a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxNRzNSQnJ6aWNqUENfNFgtclRHMXM0YUx2VUNLTFdPeUlDbmNTbW5faDhpeUp4ajROT3lKSWJnb2gzbjNfRk8tUHA1cHhwbzZ4Yml0Rm9PWGNRSTR5S085NmdsaGtMdURpRWhPVE95c3lVRmNaWE51enJlRmRRczVaSTRobVQtMFp3MU1ObGl4Mm9CektsTEdTb0lGOGxFTDVTNzA0NE5HVHBxaWtaajhjNU5xZw?oc=5"...
AI Chip Startup SambaNova Raises Funds at $11 Billion Value - Bloomberg.com <a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxNRzNSQnJ6aWNqUENfNFgtclRHMXM0YUx2VUNLTFdPeUlDbmNTbW5faDhpeUp4ajROT3lKSWJnb2gzbjNfRk8tUHA1cHhwbzZ4Yml0Rm9PWGNRSTR5S085NmdsaGtMdURpRWhPVE95c3lVRmNaWE51enJlRmRRczVaSTRobVQtMFp3MU1ObGl4Mm9CektsTEdTb0lGOGxFTDVTNzA0NE5HVHBxaWtaajhjNU5xZw?oc=5" target="_blank">AI Chip Startup SambaNova Raises Funds at $11 Billion Value</a> <font color="#6f6f6f">Bloomberg.com</font>
gnews-sambanova →Jul 8, 2026
News Mention: Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest...
Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks - The Register <a href="https://news.google.com/rss/articles/CBMi7gFBVV95cUxNcXVRcUY5emNsRk4ybXE3WU1sWGJpNElJU0R2Q1Z5SElqYjRMeFJkd2NaTXFHLTBLT2NEcUlEcGNWVy1SN3hTbUtOMmNqSENja2FLOFFMVkN1NHRTalNlMHRXdkpvRTV1cEx5VTZDYThnMHp6ZjJtb3RFQjhsOXRTRnc5WFhYSWF0LUlWVlRmRmN5M2xTbXpPYjRrdENLeVZ6SHdOZjltYk9lVFBfNlVob0VrTUZ1SHpVd01lc0U4SW9sVTA0NDBpZ2hhSnJCbFI2ZkMtUnBLNVFybnFnclhLT1FXQVBXTF8yNFhnNkNR?oc=5" target="_blank">Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks</a> <font color="#6f6f6f">The Register</font>
gnews-sambanova →Jul 8, 2026
News Mention: Inference chip startup SambaNova valued at $11B in $1B funding round - SiliconANGLE <a...
Inference chip startup SambaNova valued at $11B in $1B funding round - SiliconANGLE <a href="https://news.google.com/rss/articles/CBMingFBVV95cUxOT0lxX0pCLXVUc0tFc3hadzAwa0l4OXdzTGV5ZHFUZUptUlJvTXFCQUZCNWxlbHhyU2t4aktnVzlfSUF1dDZJS1o2NVBRN0pMWDR3NHF6ODZLQy1NZ3ZFV0VkLUpmekEwWERpRUkxOXFoM25yMEVVOUNmVE9JdUpqbkVKamJsMmdBMi1YY1lOaTBCei1aa2xSLTk1RERrUQ?oc=5" target="_blank">Inference chip startup SambaNova valued at $11B in $1B funding round</a> <font color="#6f6f6f">SiliconANGLE</font>
gnews-sambanova →Jul 8, 2026
News Mention: SN50 Runs the Fastest MiniMax Speeds in the World - sambanova.ai <a href="https://news.google.com/rss/articles/CBMie0FVX3lxTE0yVjJ4YmpkLThKTXc3VnRQVzFMeElQZXN6YmN5WV9uRFJnSzJxNWZadWp2NEk1RHkwLVBSVFlORm1Mbl9uUVczb2lMdWN0TlhXRzgxWTBuZ2Vsd09DVHdhd2hfX1JEVW41MkptQlgtdGt0RUJGQUd2SkxPYw?oc=5" target="_blank">SN50...
SN50 Runs the Fastest MiniMax Speeds in the World - sambanova.ai <a href="https://news.google.com/rss/articles/CBMie0FVX3lxTE0yVjJ4YmpkLThKTXc3VnRQVzFMeElQZXN6YmN5WV9uRFJnSzJxNWZadWp2NEk1RHkwLVBSVFlORm1Mbl9uUVczb2lMdWN0TlhXRzgxWTBuZ2Vsd09DVHdhd2hfX1JEVW41MkptQlgtdGt0RUJGQUd2SkxPYw?oc=5" target="_blank">SN50 Runs the Fastest MiniMax Speeds in the World</a> <font color="#6f6f6f">sambanova.ai</font>
gnews-sambanova →Jul 8, 2026
News Mention: SambaNova Completes First Close of $1 Billion Financing at $11 Billion Valuation - General...
SambaNova Completes First Close of $1 Billion Financing at $11 Billion Valuation - General Atlantic <a href="https://news.google.com/rss/articles/CBMiwwFBVV95cUxOMVgyVk5ZN0NQTEhDcFViQjlJS1pfaUlIRzVXbkUwZE1zTGFLYWs5LTdNbF9MRm92MDRaRGlfaUhKQ2dZbm53bFpwMlVHNzMzYjJoZ1UyUFVvSjFwc1JJSGZ1dFZLQWVGNG9mcUtQVGY4dFo0MzVSQjdQN0twd1VITUo2cTV0VUNDQzBaeGl3S1VLOW1wNDAyRzdiR0xLbEdweHRpTFB5UkR6U3pvajRwdEtLcDhRdGRna0NrZVhYUWdpcTg?oc=5" target="_blank">SambaNova Completes First Close of $1 Billion Financing at $11 Billion Valuation</a> <font color="#6f6f6f">General Atlantic</font>
gnews-sambanova →Jul 9, 2026
News Mention: SambaNova to power on-prem AI inference for JPMorgan - Retail Banker International <a href="https://news.google.com/rss/articles/CBMikAFBVV95cUxNbWVFRWRsMS1XUTBwcm9OUWRadmNKRWduU0FqM3JaWUltM3pqV1BqUU1iWkdhVzJ1cE1zc2hvS1FfQk1sRUNwUHJfWkpZTWtPb040eTBJREpfdHEtVkNOSzlNaU82M280Vjk1dE1tbDVvZTNzUS1FWEpjN3FrelgwZF94UEw1RGlXUlJhMXA3T0E?oc=5"...
SambaNova to power on-prem AI inference for JPMorgan - Retail Banker International <a href="https://news.google.com/rss/articles/CBMikAFBVV95cUxNbWVFRWRsMS1XUTBwcm9OUWRadmNKRWduU0FqM3JaWUltM3pqV1BqUU1iWkdhVzJ1cE1zc2hvS1FfQk1sRUNwUHJfWkpZTWtPb040eTBJREpfdHEtVkNOSzlNaU82M280Vjk1dE1tbDVvZTNzUS1FWEpjN3FrelgwZF94UEw1RGlXUlJhMXA3T0E?oc=5" target="_blank">SambaNova to power on-prem AI inference for JPMorgan</a> <font color="#6f6f6f">Retail Banker International</font>
gnews-sambanova →Jul 13, 2026
News Mention: $11 Billion AI Chip Startup SambaNova Could Be the Next Cerebras Systems - MarketWise...
$11 Billion AI Chip Startup SambaNova Could Be the Next Cerebras Systems - MarketWise <a href="https://news.google.com/rss/articles/CBMihgFBVV95cUxPdXlNYVY5V1VIdFNvNkJpY21FVTgxWDhKODVpcnNtX21fZDB5NTlZd0ppNkdyandrTzEyNVhfZHFzdE5RYjZtWTZvVEFFSHgwTGJrUlNxazJXS3FOS2tiVnlMcWdiMlFFOTBncGtaUEtkcFU3MEowN0VGamViMDBsa1o5Rm92dw?oc=5" target="_blank">$11 Billion AI Chip Startup SambaNova Could Be the Next Cerebras Systems</a> <font color="#6f6f6f">MarketWise</font>
gnews-sambanova →Jul 13, 2026
News Mention: SambaNova Raises $1 Billion at $11 Billion Valuation as JPMorgan Signs On - Startup...
SambaNova Raises $1 Billion at $11 Billion Valuation as JPMorgan Signs On - Startup Fortune <a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxOazBrRUZtaUE2bVBvN2V0enpVWEdhOFBDcnp2OEp0TkRodV9xY3Vna1RVYm9WeTN5OTR6ZUQ4bTIwQlE2M0dfbXVyX3dkVWFaa2E0NFliODllZXFFME94R1hXOWZNazVvb2Uwb2VFUE9wWHRMNEdobjBwd1o1SFRyRTg4c216VUN4ZFR2dHU4RFZESTI0S3NYMDI2SWZvZExk?oc=5" target="_blank">SambaNova Raises $1 Billion at $11 Billion Valuation as JPMorgan Signs On</a> <font color="#6f6f6f">Startup Fortune</font>
gnews-sambanova →Jul 14, 2026
News Mention: SambaNova, An AI infrastructure Company Co-Founded By Stanford University Professor Kunle Olukotun, Closes $1B...
SambaNova, An AI infrastructure Company Co-Founded By Stanford University Professor Kunle Olukotun, Closes $1B Financing Round - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMipAFBVV95cUxOZGlYSENJTEpSUS1vcDZ2Y3NnbmpvVGJ1UEtiUVhKajc2WTAyWUJMbTJYN0FuM2pxdTQ1MUgxTWZ4QTFnSVdZc0M0XzBKSFVBZlB1Q0FjSi1WS0VGcnN5REZFUmlHejJWZDdLSmpobk1DOWt6dFNQbEt3NGxyMWJ6THNxT2c2eDlvR3RBV2xxOFU3c2ZYczF5akNmV1ZHRlRvZWdXZg?oc=5" target="_blank">SambaNova, An AI infrastructure Company Co-Founded By Stanford University Professor Kunle Olukotun, Closes $1B Financing Round</a> <font color="#6f6f6f">Yahoo Finance</font>
gnews-sambanova →Jul 15, 2026
News Mention: The 10 Coolest Semiconductor Startups Of 2026 (So Far) - crn.com <a href="https://news.google.com/rss/articles/CBMilwFBVV95cUxPUVpTX2hFYTVWdzhmNUNJVllNd2dWSFA0U3A4LWUtM1pkSTFERy1TTTZkaFItbmZtOEROV2pGc3Jhc2Y0ZF90SEJTX3dPaTl2dGJhd1N6Yzd1RS1ibFF4aHhCQ3RNeGEtQnBocWRMY2p1WFdYYzJKVnFhX2NKRDlqWFFra1I5QksyRTVVWnVjZlZRdlBfOEZV?oc=5" target="_blank">The...
The 10 Coolest Semiconductor Startups Of 2026 (So Far) - crn.com <a href="https://news.google.com/rss/articles/CBMilwFBVV95cUxPUVpTX2hFYTVWdzhmNUNJVllNd2dWSFA0U3A4LWUtM1pkSTFERy1TTTZkaFItbmZtOEROV2pGc3Jhc2Y0ZF90SEJTX3dPaTl2dGJhd1N6Yzd1RS1ibFF4aHhCQ3RNeGEtQnBocWRMY2p1WFdYYzJKVnFhX2NKRDlqWFFra1I5QksyRTVVWnVjZlZRdlBfOEZV?oc=5" target="_blank">The 10 Coolest Semiconductor Startups Of 2026 (So Far)</a> <font color="#6f6f6f">crn.com</font>
gnews-tenstorrent →Jul 22, 2026
News Mention: SambaNova targets AI inference boom with chips built for existing data centers - fiercewireless.com...
SambaNova targets AI inference boom with chips built for existing data centers - fiercewireless.com <a href="https://news.google.com/rss/articles/CBMiqgFBVV95cUxPYUVObG5EN1NISnNFR3E0VXAxdS1ic1Y4bDlhOWJhWS1paGwxdWNRc1NqTWpoWGJqSlJXSlFrN0VfNURubWlnWGNYeTlPaUVpSTBEb2Q5RXZ0akZjUzBGOVdnSVhDeVZJN1l3RVljd2gxWjkyQlFYM2RWU3hBUmdTSGdPYjNtSld6UllORVVfdmt1ckN4dDQzSUlDZ0NXcEwxWTB4WjVRUkppUQ?oc=5" target="_blank">SambaNova targets AI inference boom with chips built for existing data centers</a> <font color="#6f6f6f">fiercewireless.com</font>
gnews-sambanova →Jul 23, 2026
News Mention: Rebellions' Sunghyun Park on Redefining AI Inference with High-Efficiency AI Infrastructure - The Fast...
Rebellions' Sunghyun Park on Redefining AI Inference with High-Efficiency AI Infrastructure - The Fast Mode <a href="https://news.google.com/rss/articles/CBMi0AFBVV95cUxQRTVfY2tMUW5xTnRORElMMjdKZkhUQXE2eVpPQVJSek9EVWxmVDBfWExtaG0tS1Bsc2ZBNUk2ZnNMZG5ReXNaa3BoZXBCVlFPdEpFVkFQYVB3TThJX2thMjdhdUdsTzlYSzJCQWRpeDdpUFVZRDFROTJuMndLUHhRdkRYZFhJTlRiV1NFMTlmNkRiSmtlczA0VnBpWjRSeWphMEdCUUJpYTBaZXFtMW5PMDB6UnJrUzFHV2tuLWsyR2h5M1EwUWZMa3lfVnBHTVB3?oc=5" target="_blank">Rebellions' Sunghyun Park on Redefining AI Inference with High-Efficiency AI Infrastructure</a> <font color="#6f6f6f">The Fast Mode</font>
gnews-rebellions →Jul 24, 2026
News Mention: What is Intel's Strategic Deal with SambaNova Systems - Kavout | AI <a href="https://news.google.com/rss/articles/CBMikgFBVV95cUxPVUZSYWlxUGVNYlA0RTdmSHNiMDRwUHdRWDVhTFVFYU14SHlhQ21MWF9xMndxLVYtd2pDeFRoWGlDOVUtZHlTTDBhaG9KMTJyNURjNUw4VGs1bHVvaFBiREdTM043djZDQTRfdHFzaXA1NHZPdFNfX2xjci1VSzJXSjZqMzhUajNmMldVYnBsVkRmQQ?oc=5"...
What is Intel's Strategic Deal with SambaNova Systems - Kavout | AI <a href="https://news.google.com/rss/articles/CBMikgFBVV95cUxPVUZSYWlxUGVNYlA0RTdmSHNiMDRwUHdRWDVhTFVFYU14SHlhQ21MWF9xMndxLVYtd2pDeFRoWGlDOVUtZHlTTDBhaG9KMTJyNURjNUw4VGs1bHVvaFBiREdTM043djZDQTRfdHFzaXA1NHZPdFNfX2xjci1VSzJXSjZqMzhUajNmMldVYnBsVkRmQQ?oc=5" target="_blank">What is Intel's Strategic Deal with SambaNova Systems</a> <font color="#6f6f6f">Kavout | AI</font>
gnews-sambanova →Jul 25, 2026
News Mention: Etched raises $300M at a $10.3B valuation on a bet that transformer-only chips will...
Etched raises $300M at a $10.3B valuation on a bet that transformer-only chips will displace Nvidia at the inference layer - Startup Fortune <a href="https://news.google.com/rss/articles/CBMi4AFBVV95cUxQbjV3SEd2SVZhR2ZOeXMyQlEzb25sVWRHTktseHFobHZzdW1CdURqVVZLYU9DY21RR0lDUWItVU1DeU8wUXpUeGtOR0NyRDdPRHhYSnduQ0pDTVBORWRlNkZTSFFjNE5ZVEszWnBjdTdGQWVsWlE4elJMaVpYMzlRVHRVNGpZVC1SVFFoQjcyWmUxelczWFlDZGtuc09KRkVlQ19NVXE5SHlXYmkxZ09oZjhLVndDN3pKN0J6bVZwZUotWUhkdV9sRXdyRnZUdUZQRXlPVS1QVXNudlNwTkhaQQ?oc=5" target="_blank">Etched raises $300M at a $10.3B valuation on a bet that transformer-only chips will displace Nvidia at the inference layer</a> <font color="#6f6f6f">Startup Fortune</font>
gnews-etched →Jul 25, 2026
News Mention: Rebellions teams with Arm and SKT to power South Korea’s AI inference shift -...
Rebellions teams with Arm and SKT to power South Korea’s AI inference shift - CHOSUNBIZ - Chosunbiz <a href="https://news.google.com/rss/articles/CBMiekFVX3lxTE4zODVPSTZyZ2Vsa0FEM2I3cl9aWHdXZkJ6cjlaSHBVVU5zWXNlb3g3VGlRem16cGc1d3hKWm9TRDQ1ZjM2QjBBQ2VreXc5SEZZWFppdm0yT05oaG9pMmJTV0pROEN3Umxsei1EZmJJdnI1VnRDX0EzdGJR0gGOAUFVX3lxTE9QdHprU0hMTWdXWmFmcTBELVZpU2hLLXhpYXg5c1h4dVFJckwzNVVEZFFQUlNQbThiQ0lUblJWb20yUi1kTHpvQlUyLUZ0OUV1YXVHUzc5TGRrcEtXYW55UUJQTG5HbkhLZ0FaTncwSTVDMDdDYV9MT3pBakhrd3pyOEtiTXM5UDh1LXFQREE?oc=5" target="_blank">Rebellions teams with Arm and SKT to power South Korea’s AI inference shift - CHOSUNBIZ</a> <font color="#6f6f6f">Chosunbiz</font>
gnews-rebellions →Jul 31, 2026
News Mention: Tenstorrent Unveils TT-QuietBox(TM) 2, the First RISC-V AI Workstation With a Fully Open-Source Stack...
Tenstorrent Unveils TT-QuietBox(TM) 2, the First RISC-V AI Workstation With a Fully Open-Source Stack to Deliver Teraflop-Class Inference - Sarasota Herald-Tribune <a href="https://news.google.com/rss/articles/CBMinwJBVV95cUxQODFJX0FkOFQzbTh2QlNqYldSYTlaQ2dGNC1tWDFkM0lsMWpKZ3lCUDRhWlB0Wk5laDlBcVlWWkprVE4zREdYZklKYzhHVzh2Nm1KOFd0WjZGa2RCOTJ2NnRWSDdUMThEVE5WTS1Pc1pFX3RTbzU1d3FSRHd3VTQ1LXBLRW9scGEyTlF1cmw4ZFZpV1d6UjN4XzFmV2FyMUthNHA2Ti0yeV9FZ2EtbmRtTmJuRWJlY0lmcE9JVm9sMHVTUG5PSmtGRVNoR0JwRHR3aEZneTZGVjVESkFiU2VnR2lXZFF0eGxobGtlNFRUUVdkOExfeWMyTlJrTmRoVXhyNVh3d1lzdzNxd3RERjVqc2JnUENJRE8zR0twNTQ5Yw?oc=5" target="_blank">Tenstorrent Unveils TT-QuietBox(TM) 2, the First RISC-V AI Workstation With a Fully Open-Source Stack to Deliver Teraflop-Class Inference</a>
gnews-tenstorrent →Aug 5, 2026
Earnings: amd-20260627 false 2026 Q2 0000002488 December 26 xbrli:shares iso4217:USD iso4217:USD xbrli:shares xbrli:pure amd:Integer 0000002488...
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amd:JeanHuMember 2026-03-29 2026-06-27 0000002488 amd:JeanHuMember 2026-05-19 0000002488 amd:ForrestNorrodMember 2026-03-29 2026-06-27 0000002488 amd:ForrestNorrodMember 2026-05-20 0000002488 amd:LisaSuMember 2026-03-29 2026-06-27 0000002488 amd:LisaSuMember 2026-06-08 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 27, 2026 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-07882 ADVANCED MICRO DEVICES, INC . (Exact name of registrant as specified in its charter) Delaware 94-1692300 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 2485 Augustine Drive Santa Clara , California 95054 (Address of principal executive offices)(Zip Code) ( 408 ) 749-4000 (Registrant s telephone number, including area code) N/A (Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.01 par value per share AMD The Nasdaq Global Select Market Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 (the Exchange Act) during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T ( 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes No Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See definitions of large accelerated filer, accelerated filer, smaller reporting company and emerging growth company in Rule 12b-2 of the Exchange Act. Large accelerated filer Accelerated filer Non-accelerated filer Smaller reporting company Emerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes No Indicate the number of shares outstanding of the registrant s common stock, $0.01 par value per share, as of July 29, 2026: 1,632,475,042 Table of Contents INDEX Page No. Part I Financial Information Item 1 Condensed Consolidated Financial Statements (Unaudited) Condensed Consolidated Statements of Operations 3 Condensed Consolidated Statements of Comprehensive Income 4 Condensed Consolidated Balance Sheets 5 Condensed Consolidated Statements of Cash Flows 6 Condensed Consolidated Statements of Stockholders Equity 8 Notes to Condensed Consolidated Financial Statements 9 Item 2 Management s Discussion and Analysis of Financial Condition and Results of Operations 22 Item 3 Quantitative and Qualitative Disclosures about Market Risk 30 Item 4 Controls and Procedures 30 Part II Other Information Item 1 Legal Proceedings 31 Item 1A Risk Factors 31 Item 2 Unregistered Sales of Equity Securities and Use of Proceeds 59 Item 5 Other Information 59 Item 6 Exhibits 59 Signature 61 2 Table of Contents PART I. FINANCIAL INFORMATION ITEM 1. CONDENSED CONSOLIDATED FINANCIAL STATEMENTS Advanced Micro Devices, Inc. Condensed Consolidated Statements of Operations (Unaudited) Three Months Ended Six Months Ended June 27, 2026 June 28, 2025 June 27, 2026 June 28, 2025 (In millions, except per share amounts) Net revenue $ 11,536 $ 7,685 $ 21,789 $ 15,123 Cost of sales 5,073 4,366 9,649 7,817 Amortization of acquisition-related intangibles 260 260 521 511 Total cost of sales 5,333 4,626 10,170 8,328 Gross profit 6,203 3,059 11,619 6,795 Research and development 2,528 1,894 4,925 3,622 Marketing, general and administrative 1,401 991 2,654 1,877 Amortization of acquisition-related intangibles 284 308 574 624 Total operating expenses 4,213 3,193 8,153 6,123 Operating income (loss) 1,990 ( 134 ) 3,466 672 Interest expense ( 37 ) ( 38 ) ( 74 ) ( 58 ) Other income (expense), net 598 98 763 137 Income (loss) from continuing operations before income taxes and equity income 2,551 ( 74 ) 4,155 751 Income tax provision (benefit) 252 ( 834 ) 490 ( 711 ) Equity income in investee 6 8 12 15 Income from continuing operations, net of tax 2,305 768 3,677 1,477 Income (loss) from discontinued operations, net of tax ( 8 ) 104 3 104 Net income $ 2,297 $ 872 $ 3,680 $ 1,581 Earnings per share Basic earnings from continuing operations $ 1.41 $ 0.47 $ 2.25 $ 0.91 Basic earnings (loss) from discontinued operations ( 0.01 ) 0.07 0.01 0.07 Basic earnings per share $ 1.40 $ 0.54 $ 2.26 $ 0.98 Diluted earnings from continuing operations $ 1.39 $ 0.47 $ 2.22 $ 0.91 Diluted earnings (loss) from discontinued operations ( 0.01 ) 0.07 0.06 Diluted earnings per share $ 1.38 $ 0.54 $ 2.22 $ 0.97 Shares used in per share calculation Basic 1,632 1,623 1,631 1,621 Diluted 1,659 1,630 1,655 1,628 See accompanying notes. 3 Table of Contents Advanced Micro Devices, Inc. Condensed Consolidated Statements of Comprehensive Income (Unaudited) Three Months Ended Six Months Ended June 27, 2026 June 28, 2025 June 27, 2026 June 28, 2025 (In millions) Net income $ 2,297 $ 872 $ 3,680 $ 1,581 Other comprehensive income, net of tax: Net change in unrealized gains (losses) on cash flow hedges ( 1 ) 50 ( 44 ) 76 Net change in unrealized gains (losses) on available-for-sale securities ( 1 ) ( 27 ) 3 Total comprehensive income $ 2,295 $ 922 $ 3,609 $ 1,660 See accompanying notes. 4 Table of Contents Advanced Micro Devices, Inc. Condensed Consolidated Balance Sheets (Unaudited) June 27, 2026 December 27, 2025 (In millions, except par value amounts) ASSETS Current assets: Cash and cash equivalents $ 5,086 $ 5,539 Short-term investments 8,025 5,013 Accounts receivable, net 7,281 6,315 Inventories 8,468 7,920 Prepaid expenses and other current assets 2,662 2,160 Total current assets 31,522 26,947 Property and equipment, net 3,439 2,312 Goodwill 25,470 25,126 Acquisition-related intangibles, net 15,635 16,705 Deferred tax assets 494 384 Other non-current assets 7,904 5,452 Total assets $ 84,464 $ 76,926 LIABILITIES AND STOCKHOLDERS EQUITY Current liabilities: Accounts payable $ 5,359 $ 2,929 Accrued liabilities 5,546 5,250 Current portion of long-term debt, net 875 874 Other current liabilities 301 402 Total current liabilities 12,081 9,455 Long-term debt, net 2,351 2,348 Long-term operating lease liabilities 1,050 625 Deferred tax liabilities 300 313 Other long-term liabilities 1,458 1,186 Commitments and contingencies (See Note 10) Stockholders equity: Capital stock: Common stock, par value $ 0.01 ; shares authorized: 4,000 ; shares issued: 1,632 and 1,695 ; shares outstanding: 1,632 and 1,630 16 17 Additional paid-in capital 61,373 63,365 Treasury stock, at cost (shares held: and 65 ) ( 7,079 ) Retained earnings 5,909 6,699 Accumulated other comprehensive loss ( 74 ) ( 3 ) Total stockholders equity 67,224 62,999 Total liabilities and stockholders equity $ 84,464 $ 76,926 See accompanying notes. 5 Table of Contents Advanced Micro Devices, Inc. Condensed Consolidated Statements of Cash Flows (Unaudited) Six Months Ended June 27, 2026 June 28, 2025 (In millions) Cash flows from operating activities: Net income $ 3,680 $ 1,581 Income from discontinued operations, net of tax ( 3 ) ( 104 ) Adjustments to reconcile net income to net cash provided by operating activities: Depreciation and amortization 427 364 Amortization of acquisition-related intangibles 1,095 1,135 Stock-based compensation 990 733 Gains from long-term investments, net ( 549 ) ( 36 ) Deferred income taxes ( 106 ) ( 1,053 ) Other 61 65 Changes in operating assets and liabilities: Accounts receivable, net ( 966 ) 1,078 Inventories ( 548 ) ( 943 ) Prepaid expenses and other assets ( 991 ) ( 377 ) Accounts payable 2,170 547 Accrued and other liabilities 61 ( 589 ) Net cash provided by operating activities of continuing operations 5,321 2,401 Net cash provided by operating activities of discontinued operations 549 Net cash provided by operating activities 5,321 2,950 Cash flows from investing activities: Purchases of property and equipment ( 1,197 ) ( 494 ) Purchases of short-term investments ( 4,555 ) ( 796 ) Proceeds from maturity of short-term investments 1,267 683 Proceeds from sale of short-term investments 286 48 Purchases of long-term investments ( 844 ) ( 358 ) Acquisitions, net of cash acquired ( 129 ) ( 1,716 ) Net cash used in investing activities of continuing operations ( 5,172 ) ( 2,633 ) Purchases of property and equipment ( 22 ) Payment for working capital adjustment on divestiture ( 243 ) Net cash used in investing activities of discontinued operations ( 243 ) ( 22 ) Net cash used in investing activities ( 5,415 ) ( 2,655 ) Cash flows from financing activities: Proceeds from debt and commercial paper issuance, net of issuance costs 2,441 Repayment of debt and commercial paper ( 950 ) Proceeds from sales of common stock through employee equity plans 205 159 Repurchases of common stock ( 221 ) ( 1,227 ) Stock repurchases for tax withholding on employee equity plans ( 341 ) ( 76 ) Other ( 8 ) Net cash provided by (used in) financing activities of continuing operations ( 365 ) 347 Net increase (decrease) in cash, cash equivalents and restricted cash ( 459 ) 642 Cash, cash equivalents and restricted cash at beginning of period 5,556 3,811 Cash, cash equivalents and restricted cash at end of period $ 5,097 $ 4,453 6 Table of Contents Advanced Micro Devices, Inc. Condensed Consolidated Statements of Cash Flows (Unaudited) Six Months Ended June 27, 2026 June 28, 2025 (In millions) Supplemental cash flow information: Cash paid during the period for: Income taxes, net of refunds $ 777 $ 760 Non-cash investing and financing activities: Purchases of property and equipment, accrued but not paid $ 421 $ 333 Reissuance of treasury stock for acquisitions $ $ 860 Contingent consideration liability for acquisitions $ $ 361 Non-cash lease activities: Operating lease right-of-use assets acquired by assuming related liabilities $ 514 $ 231 Reconciliation of cash, cash equivalents and restricted cash Cash and cash equivalents $ 5,086 $ 4,442 Restricted cash included in Prepaid expenses and other current assets 11 11 Cash, cash equivalents and restricted cash at end of period $ 5,097 $ 4,453 See accompanying notes. 7 Table of Contents Advanced Micro Devices, Inc. Condensed Consolidated Statements of Stockholders Equity (Unaudited) Three Months Ended Six Months Ended June 27, 2026 June 28, 2025 June 27, 2026 June 28, 2025 (In millions) Capital stock: Common stock, par value Balance, beginning of period $ 17 $ 17 $ 17 $ 17 Retirement of treasury stock ( 1 ) ( 1 ) Balance, end of period $ 16 $ 17 $ 16 $ 17 Additional paid-in capital Balance, beginning of period $ 63,856 $ 61,730 $ 63,365 $ 61,362 Common stock issued under employee equity plans 199 157 203 161 Stock-based compensation 503 369 990 733 Reissuance of treasury stock ( 28 ) ( 28 ) Retirement of treasury stock ( 3,185 ) ( 3,185 ) Balance, end of period $ 61,373 $ 62,228 $ 61,373 $ 62,228 Treasury stock Balance, beginning of period $ ( 7,421 ) $ ( 6,899 ) $ ( 7,079 ) $ ( 6,106 ) Repurchases of common stock ( 480 ) ( 221 ) ( 1,236 ) Common stock repurchases for tax withholding on employee equity plans ( 234 ) ( 44 ) ( 355 ) ( 81 ) Reissuance of treasury stock 888 888 Retirement of treasury stock 7,655 7,655 Balance, end of period $ $ ( 6,535 ) $ $ ( 6,535 ) Retained earnings: Balance, beginning of period $ 8,082 $ 3,073 $ 6,699 $ 2,364 Net income 2,297 872 3,680 1,581 Retirement of treasury stock ( 4,470 ) ( 4,470 ) Balance, end of period $ 5,909 $ 3,945 $ 5,909 $ 3,945 Accumulated other comprehensive income (loss): Balance, beginning of period $ ( 72 ) $ ( 40 ) $ ( 3 ) $ ( 69 ) Other comprehensive income (loss) ( 2 ) 50 ( 71 ) 79 Balance, end of period $ ( 74 ) $ 10 $ ( 74 ) $ 10 Total stockholders' equity $ 67,224 $ 59,665 $ 67,224 $ 59,665 See accompanying notes. 8 Table of Contents Notes to Condensed Consolidated Financial Statements (Unaudited) NOTE 1 The Company Advanced Micro Devices, Inc. is a global semiconductor company. References herein to AMD or the Company mean Advanced Micro Devices, Inc. and its consolidated subsidiaries. AMD s products include Artificial Intelligence (AI) accelerators, microprocessors (CPUs) and graphics processing units (GPUs), as standalone devices or as incorporated into accelerated processing units (APUs), data processing units (DPUs), AI Network Interface Cards (AI NICs), Field Programmable Gate Arrays (FPGAs), Adaptive System-on-Chip (SoC) products, chipsets, embedded processors, semi-custom SoC products, microprocessor and SoC development services and technology and System on Modules (SOMs). From time to time, the Company may also sell or license portions of its intellectual property (IP) portfolio. NOTE 2 Basis of Presentation and Significant Accounting Policies Basis of Presentation. The accompanying unaudited condensed consolidated financial statements of AMD have been prepared in accordance with United States generally accepted accounting principles (U.S. GAAP) for interim financial information and the instructions to Form 10-Q and Article 10 of Regulation S-X. The results of operations for the three and six months ended June 27, 2026 shown in this report are not necessarily indicative of results to be expected for the full year ending December 26, 2026 or any other future period. In the opinion of the Company s management, the information contained herein reflects all adjustments necessary for a fair presentation of the Company s results of operations, financial position, cash flows and stockholders equity. All such adjustments are of a normal, recurring nature. The unaudited condensed consolidated financial statements should be read in conjunction with the audited consolidated financial statements in the Company s Annual Report on Form 10-K for the fiscal year ended December 27, 2025. The Company uses a 52- or 53-week fiscal year ending on the last Saturday in December. The three and six months ended June 27, 2026 and June 28, 2025 each consisted of 13 and 26 weeks, respectively. Use of Estimates. The preparation of consolidated financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of commitments and contingencies at the date of the financial statements and the reported amounts of revenues and expenses during the reporting periods. Actual results are likely to differ from those estimates, and such differences may be material to the financial statements. Areas where management uses subjective judgment include, but are not limited to: revenue allowances, inventory valuation, valuation of goodwill and long-lived and intangible assets, business combination accounting and income taxes. Significant Accounting Policies. There have been no material changes to the Company s significant accounting policies in Note 2 - Basis of Presentation and Significant Accounting Policies, of the Notes to Condensed Consolidated Financial Statements included in the Company s Annual Report on Form 10-K for the fiscal year ended December 27, 2025. Prior Period Reclassification. Certain amounts in prior period were reclassified to conform to current period presentation. NOTE 3 Supplemental Financial Statement Information Inventories June 27, 2026 December 27, 2025 (In millions) Raw materials $ 946 $ 909 Work in process 5,265 4,768 Finished goods 2,257 2,243 Total inventories $ 8,468 $ 7,920 9 Table of Contents Property and Equipment, net June 27, 2026 December 27, 2025 (In millions) Land, building and leasehold improvements $ 1,068 $ 967 Equipment 4,127 3,453 Construction in progress 1,148 508 Property and equipment, gross 6,343 4,928 Accumulated depreciation ( 2,904 ) ( 2,616 ) Total property and equipment, net $ 3,439 $ 2,312 Accrued Liabilities June 27, 2026 December 27, 2025 (In millions) Customer-related liabilities $ 1,359 $ 1,194 Accrued marketing programs 1,579 1,454 Accrued compensation and benefits 1,462 1,645 Other accrued expenses and liabilities 1,146 957 Total accrued liabilities $ 5,546 $ 5,250 Revenue Revenue allocated to remaining performance obligations that are unsatisfied or partially unsatisfied include amounts received from customers and amounts that will be invoiced and recognized as revenue in future periods for development and engineering services, IP licensing, and product revenue. As of June 27, 2026, the aggregate transaction price allocated to remaining performance obligations under contracts with an original expected duration of more than one year was $ 222 million, of which $ 144 million is expected to be recognized in the next 12 months. The revenue allocated to remaining performance obligations does not include amounts which have an original expected duration of one year or less. Revenue recognized over time associated with custom products and development services accounted for approximately 4 % of the Company s revenue for the three and six months ended June 27, 2026, and 12 % and 11 % of the Company s revenue for the three and six months ended June 28, 2025, respectively. NOTE 4 Segment Reporting Management, including the Chief Operating Decision Maker (CODM), who is the Company s Chief Executive Officer, reviews and assesses operating performance using segment net revenue, cost of sales and operating expenses, and operating income (loss). These performance measures include the allocation of expenses to the reportable segments based on management s judgment. The CODM is regularly provided segment operating income to assess relative segment performance. The Company s three reportable segments are: the Data Center segment, which primarily includes Artificial Intelligence (AI) accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), AI Network Interface Cards (AI NICs), Field Programmable Gate Arrays (FPGAs) and adaptive System-on-Chip (SoC) products for data centers; the Client and Gaming segment, which primarily includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services; and the Embedded segment, which primarily includes embedded CPUs, APUs, FPGAs, System on Modules (SOMs), and adaptive SoC products. From time to time, the Company may also sell or license portions of its IP portfolio. 10 Table of Contents In addition to these reportable segments, the Company has an All Other category, which is not a reportable segment. This category primarily includes certain expenses and credits that are not allocated to any of the reportable segments because the CODM does not consider these expenses and credits in evaluating the performance of the reportable segments. This category primarily includes amortization of acquisition-related intangibles, employee stock-based compensation expense and acquisition-related and other costs. Acquisition-related and other costs primarily include certain compensation charges and transaction costs. The following table provides a summary of net revenue, cost of sales and operating expenses, and operating income (loss) by segment. Segment cost of sales and operating expenses primarily include materials, external manufacturing, labor and marketing and advertising costs, and exclude expenses and credits that are recorded within the All Other category. Each of the Client and Gaming businesses do not qualify as a separate reportable operating segment, however, the Company continues to separately disclose revenue for each business. Three Months Ended Six Months Ended June 27, 2026 June 28, 2025 June 27, 2026 June 28, 2025 (In millions) Net revenue: Data Center $ 6,718 $ 3,240 $ 12,493 $ 6,914 Client and Gaming Client 3,062 2,499 5,947 4,793 Gaming 779 1,122 1,499 1,769 Total Client and Gaming 3,841 3,621 7,446 6,562 Embedded 977 824 1,850 1,647 Total net revenue $ 11,536 $ 7,685 $ 21,789 $ 15,123 Cost of sales and operating expenses: Data Center $ 4,615 $ 3,395 $ 8,791 $ 6,137 Client and Gaming 3,259 2,854 6,289 5,299 Embedded 591 549 1,126 1,044 All other 1,081 1,021 2,117 1,971 Total cost of sales and operating expenses $ 9,546 $ 7,819 $ 18,323 $ 14,451 Operating income (loss): Data Center $ 2,103 $ ( 155 ) $ 3,702 $ 777 Client and Gaming 582 767 1,157 1,263 Embedded 386 275 724 603 All other (1) ( 1,081 ) ( 1,021 ) ( 2,117 ) ( 1,971 ) Total operating income (loss) $ 1,990 $ ( 134 ) $ 3,466 $ 672 (1) For the three and six months ended June 27, 2026, all other operating losses primarily included $ 544 million and $ 1.1 billion of amortization of acquisition-related intangibles, and $ 503 million and $ 990 million of stock-based compensation expense, respectively. For the three and six months ended June 28, 2025, all other operating losses primarily included $ 568 million and $ 1.1 billion of amortization of acquisition-related intangibles, and $ 369 million and $ 733 million of stock-based compensation expense, respectively. 11 Table of Contents NOTE 5 Acquisitions and Divestitures ZT Systems Acquisition and ZT Manufacturing Business Divestiture In March 2025, the Company completed the acquisition of ZT Group Int l, Inc. (ZT Systems), a provider of AI and general-purpose compute infrastructure for hyperscale computing companies, for total purchase consideration of $ 4.4 billion, consisting of $ 3.2 billion in cash, $ 860 million in shares of AMD common stock and $ 361 million of contingent consideration. The contingent consideration was settled in October 2025 upon full satisfaction of the applicable contingencies. The acquisition supports the Company s ability to deliver end-to-end AI solutions and accelerate the design and deployment of AMD-powered AI infrastructure at scale optimized for the cloud. The Company retained select intellectual property and employees associated with the design operations, and the results of which are included in the Data Center segment within continuing operations and are not material. Goodwill, assigned to the Data Center reporting unit and primarily attributed to assembled workforce, is not deductible for income tax purposes. The data center infrastructure manufacturing business (ZT Manufacturing Business) was classified as held for sale upon acquisition and was divested in October 2025, and its results are presented as discontinued operations. During the measurement period, the Company recorded adjustments to certain assets and liabilities acquired and classified as held for sale, with a corresponding adjustment to goodwill. The adjustments did not have a material impact on the Company s consolidated results of operations. The purchase price allocation, including measurement period adjustments, is presented below. (in millions) Preliminary Measurement Period Adjustments As adjusted Cash and cash equivalents $ 1,500 $ $ 1,500 Assets held for sale 5,965 54 6,019 Other assets 81 81 Total assets acquired 7,546 54 7,600 Liabilities held for sale 3,221 272 3,493 Other liabilities 124 124 Total liabilities assumed 3,345 272 3,617 Fair value of net assets acquired 4,201 ( 218 ) 3,983 Goodwill 208 218 426 Total purchase consideration $ 4,409 $ $ 4,409 In October 2025, the Company completed the sale of the ZT Manufacturing Business to Sanmina Corporation (Sanmina) for $ 2.4 billion in cash, subject to certain purchase price adjustments and 1,151,052 shares of Sanmina common stock. Upon close of the sale, the Company received cash of $ 1.4 billion, net of cash divested and purchase price adjustments, and shares of Sanmina common stock valued at $ 154 million. During the three months ended June 27, 2026, the Company made a payment of $ 243 million related to customary post-closing net working capital adjustments, including adjustments resulting from measurement period adjustments related to the acquisition of ZT Systems. 12 Table of Contents The Company is also eligible to receive additional cash consideration of up to $450 million to the extent certain conditions are met following the close of the sale through 2028 (Earn-out). The Company applied the loss recovery approach, under which the difference between the fair value of the consideration received, excluding the Earn-out, and the carrying amount of the net assets disposed, is recognized as an earn-out receivable, to the extent it is probable of being received. As of June 27, 2026, the earn-out receivable of $ 348 million was recorded within Other non-current assets in the Company s Consolidated Balance Sheets, and is subject to impairment assessment at the end of each reporting period prior to receipt of payment. The Company also entered into a Manufacturing Services Agreement with Sanmina with an initial term of five years. Since the ZT Manufacturing Business was classified as held for sale upon acquisition and sold in October 2025, pro forma combined results were deemed immaterial and omitted. Other Acquisitions For the periods presented, the Company also completed acquisitions that were immaterial both individually and in aggregate. NOTE 6 Goodwill and Acquisition-related Intangibles, net Goodwill The following table summarizes Goodwill: (in millions) Data Center Embedded Client and Gaming Total December 27, 2025 $ 3,690 $ 21,072 $ 364 $ 25,126 Measurement period adjustments related to prior acquisitions 218 218 Current period acquisitions 126 126 June 27, 2026 $ 4,034 $ 21,072 $ 364 $ 25,470 Acquisition-related Intangibles, net The following table summarizes Acquisition-related Intangibles Assets: June 27, 2026 December 27, 2025 Gross Carrying Amount Accumulated Amortization Net Carrying Amount Gross Carrying Amount Accumulated Amortization Net Carrying Amount (In millions) (In millions) Developed technology $ 13,624 $ ( 4,082 ) $ 9,542 $ 13,599 $ ( 3,560 ) $ 10,039 Customer relationships 12,324 ( 6,801 ) 5,523 12,324 ( 6,267 ) 6,057 Product trademarks 914 ( 344 ) 570 914 ( 305 ) 609 Total acquisition-related intangible assets, net $ 26,862 $ ( 11,227 ) $ 15,635 $ 26,837 $ ( 10,132 ) $ 16,705 Acquisition-related intangible amortization expense was $ 544 million and $ 1.1 billion for the three and six months ended June 27, 2026, respectively. Acquisition-related intangible amortization expense was $ 568 million and $ 1.1 billion for the three and six months ended June 28, 2025, respectively. Based on the carrying value of acquisition-related intangibles recorded as of June 27, 2026, and assuming no subsequent impairment of the underlying assets, the estimated future annual amortization expense for acquisition-related intangibles is as follows: Fiscal Year Remainder of 2026 2027 2028 2029 2030 2031 and thereafter Total (In millions) Future annual amortization $ 1,062 $ 2,042 $ 1,929 $ 1,697 $ 1,457 $ 7,448 $ 15,635 13 Table of Contents NOTE 7 Equity Method Investments The Company has investments accounted for under the equity method, which are considered related parties. The carrying value of the Company s investments accounted for under the equity method was $ 302 million and $ 176 million as of June 27, 2026 and December 27, 2025, respectively, and is recorded within Other non-current assets on the Company s Consolidated Balance Sheets. The Company has no obligation to fund these investees. The Company s transactions with these related parties consist primarily of assembly, test, mark and packaging (ATMP) services provided in the ordinary course of business. Purchases from related parties during the three and six months ended June 27, 2026 were $ 594 million and $ 1.2 billion, respectively, and during the three and six months ended June 28, 2025 were $ 529 million and $ 1.0 billion, respectively. Amounts payable to related parties were $ 569 million and $ 408 million as of June 27, 2026 and December 27, 2025, respectively, and are recorded within Accounts payable on the Company s Consolidated Balance Sheets. The Company also has a $ 100 million term loan receivable outstanding from one of the investees as of June 27, 2026 and December 27, 2025, bearing interest at a variable rate plus a margin payable quarterly and maturing in October 2026, recorded with related interest receivable within Prepaid expenses and other current assets on the Company s Consolidated Balance Sheets. Equity income from these investees, recorded in Equity income in investee on the Company s Consolidated Statements of Operations, was not material for the three and six months ended June 27, 2026 and the three and six months ended June 28, 2025. NOTE 8 Financial Instruments Financial Instruments Recorded at Fair Value on a Recurring Basis June 27, 2026 December 27, 2025 (In millions) Level 1 Level 2 Level 3 Total Level 1 Level 2 Level 3 Total Cash equivalents Money market funds $ 752 $ $ $ 752 $ 620 $ $ $ 620 Corporate debt securities 1,049 1,049 1,869 1,869 U.S. government and agency securities 250 1,074 1,324 1,148 300 1,448 Non-U.S. government and agency securities 134 134 245 245 Time deposits and certificates of deposits 142 142 173 173 Short-term investments Corporate debt securities 5,354 5,354 3,107 3,107 U.S. government and agency securities 1,333 1,113 2,446 901 718 1,619 Non-U.S. government and agency securities 119 119 256 256 Time deposits and certificates of deposits 86 86 10 10 Asset-backed and mortgage-backed
sec_edgar →Aug 10, 2026
News Mention: Rebellions Revenue 2025: $53.3M ARR (Bootstrapped) - GetLatka <a href="https://news.google.com/rss/articles/CBMiV0FVX3lxTFB0RjVDdERYTWJ0bjFGU0VJTDFKWEhndTlnNXR6ZkhqSzB5SnZQREJodDdVWGJjN1hoU2FjVVh6SDJhZkxxVmdvcmtLVXVmMExzWkFYYW4zNA?oc=5" target="_blank">Rebellions Revenue 2025: $53.3M...
Rebellions Revenue 2025: $53.3M ARR (Bootstrapped) - GetLatka <a href="https://news.google.com/rss/articles/CBMiV0FVX3lxTFB0RjVDdERYTWJ0bjFGU0VJTDFKWEhndTlnNXR6ZkhqSzB5SnZQREJodDdVWGJjN1hoU2FjVVh6SDJhZkxxVmdvcmtLVXVmMExzWkFYYW4zNA?oc=5" target="_blank">Rebellions Revenue 2025: $53.3M ARR (Bootstrapped)</a> <font color="#6f6f6f">GetLatka</font>
gnews-rebellions →Aug 13, 2026
News Mention: SambaNova Unveils SN50 AI Chip, Collaborates with Intel - TechPowerUp <a href="https://news.google.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?oc=5" target="_blank">SambaNova Unveils...
SambaNova Unveils SN50 AI Chip, Collaborates with Intel - TechPowerUp <a href="https://news.google.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?oc=5" target="_blank">SambaNova Unveils SN50 AI Chip, Coll
gnews-sambanova →Aug 14, 2026
News Mention: Rebellions Bets on Memory-Centric Architecture as It Weighs IPO Options - EE Times <a...
Rebellions Bets on Memory-Centric Architecture as It Weighs IPO Options - EE Times <a href="https://news.google.com/rss/articles/CBMinAFBVV95cUxOYnUyNFBMRDF6NGVlalRyMVY0ajNBdkgwSHowd1VNVFhrRUJsZ2dBQUdNWUZSMG9QZmtVdW56S0FFcXdFbjBCYWZhNXRUNnJPREZQb0sxMEtDck51VU1FMllEVGs4NHUxN3NtelpPMlFXZTFkWV9rX3JyY29WVVNDWkxTM2Itc1J1bXZ6NHdwUFhycmpPUXNlYlh2WTA?oc=5" target="_blank">Rebellions Bets on Memory-Centric Architecture as It Weighs IPO Options</a> <font color="#6f6f6f">EE Times</font>
gnews-rebellions →Aug 20, 2026
News Mention: NVIDIA Is Plotting Its China Comeback Via A New LPU-Based Inference Chip, As SMIC...
NVIDIA Is Plotting Its China Comeback Via A New LPU-Based Inference Chip, As SMIC Rides US Export Controls To A Virtual China Monopoly [Update: NVIDIA Denies] - Wccftech <a href="https://news.google.com/rss/articles/CBMi6wFBVV95cUxQZzc3Nl9jMWlLWVNMZ2NXSW9qS0kxanphNjY4cFF6RWJ3cmhTWGhEMU1PeXFZWHNFbmFjZjdTeHBNZ21Ca1NtM3VReDYtRVJGNmRUc055dFY2TndXR280THo3MklNbW1hVFJ6eTh4eTFDRG1LeGdDNWdKLXlQY1ViSmE1aGl0U1huUzZIRTdnck40bDBMOEVzS0ZYbDM1UkpkdTRkVXQ5dzRzSW90VmZGMTZuNTk5Y3F1U1NldUFVLU1tQmhvNDJDeHRmSFdPdVB0Sl9zMUNZM1hrRUIwRW1DemJ5SkxaVEZCcnk00gHwAUFVX3lxTE9qOHhqQWRlLU5IeE13U3lDWnptS2pEWGxfa1BYNVJDVDZEZUpkcEpVQ0p6RlJsTEFvYTk5dVVzT1VKSmxlcHBnQnN6NF9wRHNtbGVKTE5MOWl2N3BMLTFBZlJJOG5maHpnekgzM183LUZNakg5d2dnRmRtZlI4b0JYVWJQOXloUTVrTFdjS204N1pCOXF2MGoxX0tsMk5YWlM1Sl9TVV9Wd1lSbV
gnews-groq →Aug 21, 2026
News Mention: Nvidia Dismisses Report of China-Specific LPU Chip Launch This Year as 'Groundless' - finance.biggo.com...
Nvidia Dismisses Report of China-Specific LPU Chip Launch This Year as 'Groundless' - finance.biggo.com <a href="https://news.google.com/rss/articles/CBMidkFVX3lxTE5ZaWxnbkRZelZMXzVDWWJxenJhZEhvdlN1RjdMQ2RPT1ZmaEJjazJBSGdxUU41cC1DV1hSVC1jRVJ4bkc4Z1NXQ3VoWDhKUWtYSmtBLWFxWjcyRzdvMkFMbW4yMDdmaXZJNDdGdXpkclhkWlhNalE?oc=5" target="_blank">Nvidia Dismisses Report of China-Specific LPU Chip Launch This Year as 'Groundless'</a> <font color="#6f6f6f">finance.biggo.com</font>
gnews-groq →Aug 24, 2026
News Mention: How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera...
How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin | NVIDIA Technical Blog - NVIDIA Developer <a href="https://news.google.com/rss/articles/CBMiwwFBVV95cUxQTVB1T1IwQkhETWJOME1oY0plZ0VKTDFoS3h0aXh6T1pCclpfTHpqX29jcE9CTzE0Mzd6QUlqLTh1U250anRkREJMUDFWZHdkU25UWnptc2JjdUQxclhBb3ZqdHdQM3Z2Y21TaERmNk5MbVFLNEx3dGlhVnJUeE5hUUxBdjdlNzhxZGxqaEM5cnBCSjc5R3hKYWJTVnV5cUprTkRvczE1bEhHZ2s4NVJQQnVrSS12WU8zLVl3amt2SlM5eDQ?oc=5" target="_blank">How NVIDIA Groq 3 LPX Unlocks Ultrafast Interactivity at Long Context on NVIDIA Vera Rubin | NVIDIA Technical Blog</a> <font color="#6f6f6f">NVIDIA Developer</font>
gnews-groq →Aug 24, 2026
News Mention: Best GPU Neoclouds 2026: CoreWeave, Nebius, Lambda, Crusoe, and Groq Ranked by Published Pricing...
Best GPU Neoclouds 2026: CoreWeave, Nebius, Lambda, Crusoe, and Groq Ranked by Published Pricing and Contracted Power - MarkTechPost <a href="https://news.google.com/rss/articles/CBMickFVX3lxTE5xSWc0SDdEYktvcmpVOG9meE9IUHFoTWY0LUVtXzhKblZJZUpSOGh4VEphRlVpMi1qYllmdF8wTzhGN3g5RVNRbWVZMmdmNzRKLUFKUmxoRHY4bFM2Mmdsb0ptTjliTFMyeGd4cHRnOXJsd9IBd0FVX3lxTE1jWVJlTnBxdllWWlk1b0lETzQwT0ppRU9VeE9IdVZuSEk4SHNHTjJBazhBQ1FMZkFlX21BM0o2Q2JmMUVtY3M5TjJQZVppLW9URVlUbzV6dC1IVXczMUZ2OWlhd1V1ckhKM3I2N1NSREMwRF96aUNr?oc=5" target="_blank">Best GPU Neoclouds 2026: CoreWeave, Nebius, Lambda, Crusoe, and Groq Ranked by Published Pricing and Contracted Power</a> <font color="#6f6f6f">MarkTechPost</font>
gnews-groq →Aug 24, 2026
News Mention: Nvidia says Groq racks will be online this year following $20 billion purchase -...
Nvidia says Groq racks will be online this year following $20 billion purchase - CNBC <a href="https://news.google.com/rss/articles/CBMiqgFBVV95cUxOMTFMRjRjUUFFMy1CZlRYODREeGdMaExJYTh3OTFReW5LNWxXakxkRzJhcURaMndxYmlrRUktSHV2QUNRcVhiclBYLTVFTmNrMXpsX2t4UWk4YXV2a0syVE00TzhKaXdlc2JGcnRfOTczNXcydUhrNmExYkg5bWFoVnRWTmpxUzU0Mm5icTV5ZXBhN1NyNGJiTEZ4aEtSNk16SDRLcVI3c1ByUdIBrwFBVV95cUxOYWZ0eW9xbUlMR21BU1N2WEtuak15QVBMSzUySUJIS2tFcDE2NFBuRDdHbktZdW9FV0JfbWVrQ3pZY0VQbWVwcEtsd1Rwa1BsdzYxdEZzUjdHSmNVQ3VrN1A2YWxYTFJTZTV5aFQ4WlVmWkVfTTFfeHJNZkhQVG9nR09HWEZDZ1Z1UENWVEhsYmF0aE9xS0VSOTVZOC00bHFKYXUyNnU3OUNsZzEtU0xZ?oc=5" target="_blank">Nvidia says Groq racks will be online this year following $
gnews-groq →Aug 24, 2026
News Mention: NVIDIA Groq 3 LPX Now in Full Production With World-Class Speed for Agentic AI...
NVIDIA Groq 3 LPX Now in Full Production With World-Class Speed for Agentic AI - NVIDIA Newsroom <a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxNUEZpdWczMlJ0dDl6VHdCNVdDUFoxSzYzUjd3d2dTNlJzYVZiS1B3TFphaW5yZW1ZeVowNlZaSXFCaTBlcmhrYWJMNFBqbjl2VFpCM3YxZGd5OGkyTWRzVU9sS1RiQnUyUWVXOFBBMGcteXJrcmZoclJ3RWVncWd5b19FTURkU2F5ejNScnhGQ2R2dVNiTUxsNkQ1azRxZlpFNE1JWGF3YmY4TWtvRTlaLTlyTQ?oc=5" target="_blank">NVIDIA Groq 3 LPX Now in Full Production With World-Class Speed for Agentic AI</a> <font color="#6f6f6f">NVIDIA Newsroom</font>
gnews-groq →Aug 25, 2026
News Mention: Nvidia Begins Mass Production of Groq 3 Inference Accelerator Produced by Samsung, Secures Clients...
Nvidia Begins Mass Production of Groq 3 Inference Accelerator Produced by Samsung, Secures Clients - news.sbs.co.kr <a href="https://news.google.com/rss/articles/CBMiZkFVX3lxTE1XdXBwWF9hcmJBZWdUeDBkMnZacFdaRldkSkczMERGWFZkUzFvWE1Td251WHFrYjRLam1YRGdWUXJ3bWxETGo2bElRV3pZVGppQ05rUXVnT1hpRXh1VUV5a0wtTlRPQQ?oc=5" target="_blank">Nvidia Begins Mass Production of Groq 3 Inference Accelerator Produced by Samsung, Secures Clients</a> <font color="#6f6f6f">news.sbs.co.kr</font>
gnews-groq →Aug 25, 2026
News Mention: Samsung mass-produces Nvidia’s inference chip Groq 3 LPU, boding well for foundry turnaround -...
Samsung mass-produces Nvidia’s inference chip Groq 3 LPU, boding well for foundry turnaround - KED Global <a href="https://news.google.com/rss/articles/CBMid0FVX3lxTFBhRTNOZXhPV3k4WlVoT0xIVmJFODh4Yk9wSW5oSTlQeXRrSmdyVE9QNXNLV29GSDZjUFEyY0RUVkRFaDhkSFQ0N0otZGVfYWgyVlFkbGNWemN5QlI5aVAwOGxWdHN2TmhpZ0owZG45VzFoVExDcnQ0?oc=5" target="_blank">Samsung mass-produces Nvidia’s inference chip Groq 3 LPU, boding well for foundry turnaround</a> <font color="#6f6f6f">KED Global</font>
gnews-groq →Aug 25, 2026
News Mention: SambaNova’s SN50 RDU for AI at Hot Chips 2026 - ServeTheHome <a href="https://news.google.com/rss/articles/CBMif0FVX3lxTE5xQ05mWlpwbGlWaTFzeWFkV1VCUzNfdWlPLTVvYkZWcmllS0tDSlRtbnpQLWJieDU5R1BPWGdTY29uZ1ZMOE1kQ3VNNDhLZXdJdWJrYldnV2Q1U1c4YXRtYy1STXZjX2RheFZvLVlUMnZ3TWdTWnlSSmNHczVSeWM?oc=5" target="_blank">SambaNova’s...
SambaNova’s SN50 RDU for AI at Hot Chips 2026 - ServeTheHome <a href="https://news.google.com/rss/articles/CBMif0FVX3lxTE5xQ05mWlpwbGlWaTFzeWFkV1VCUzNfdWlPLTVvYkZWcmllS0tDSlRtbnpQLWJieDU5R1BPWGdTY29uZ1ZMOE1kQ3VNNDhLZXdJdWJrYldnV2Q1U1c4YXRtYy1STXZjX2RheFZvLVlUMnZ3TWdTWnlSSmNHczVSeWM?oc=5" target="_blank">SambaNova’s SN50 RDU for AI at Hot Chips 2026</a> <font color="#6f6f6f">ServeTheHome</font>
gnews-sambanova →Aug 26, 2026
News Mention: Nvidia chip gem Groq swipes Meta network chief Ola Kasali - SDxCentral <a href="https://news.google.com/rss/articles/CBMilAFBVV95cUxOUEM4NFFPQkZHdUVpejBoU18wYWtjZnd5TmcycU5KQURabkRpWUhnOWhyX0VnSUNCRTJILURRd1BrcHNxUmNHSGx3TElNT1FiQjRHYXd5a3pRSHVGYzJickUtNUVrZmtTeVFoWHBPVlk3dEl4NlZxMGRPSUUzTmhUVlU1LTNvaVhuOXVaWGszU3o5M3lh?oc=5"...
Nvidia chip gem Groq swipes Meta network chief Ola Kasali - SDxCentral <a href="https://news.google.com/rss/articles/CBMilAFBVV95cUxOUEM4NFFPQkZHdUVpejBoU18wYWtjZnd5TmcycU5KQURabkRpWUhnOWhyX0VnSUNCRTJILURRd1BrcHNxUmNHSGx3TElNT1FiQjRHYXd5a3pRSHVGYzJickUtNUVrZmtTeVFoWHBPVlk3dEl4NlZxMGRPSUUzTmhUVlU1LTNvaVhuOXVaWGszU3o5M3lh?oc=5" target="_blank">Nvidia chip gem Groq swipes Meta network chief Ola Kasali</a> <font color="#6f6f6f">SDxCentral</font>
gnews-groq →Aug 26, 2026
News Mention: Hot Chips 2026: Nvidia presents Groq 3 LPX architecture and unveils its first third-party...
Hot Chips 2026: Nvidia presents Groq 3 LPX architecture and unveils its first third-party inference benchmark — LP30-based rack already in production, company says - Tom's Hardware <a href="https://news.google.com/rss/articles/CBMi5gFBVV95cUxORUowS0p3djFrN05NeFRQeW5yazgwcDlvblJTc0NfWnh0RWQ1R2RUaVU0RXZFMVNhMGlfNVA3WC1vRFZUbDJZOVBETmx4bng5WUNGMWxyZFh0bkVDRS1ZMzFzYjVYbG9qUnd0Y09IQ2NoczRxQWRWaFd3U1gxbk9yVDdtN1RubUhUWHU4RlkxUlgzc0d1aVRqWEJNZjU1WkowYkk3N3Nlb3I3RzhzZTFXRTBSRHFVTV9zc1AwX0hsTUdMdVBzTU5RTzA3R2hHcVRoTGl0S2pTSUVCb0VHSzFzaTZhbGRMZw?oc=5" target="_blank">Hot Chips 2026: Nvidia presents Groq 3 LPX architecture and unveils its first third-party inference benchmark — LP30-based rack already in production, company says</a> <font color="#6f6f6f">Tom's Hardware</
gnews-groq →Aug 26, 2026
Earnings: nvda-20260726 0001045810 1/31 2027 Q2 FALSE P3Y P5Y P7Y http://fasb.org/us-gaap/2026#AccruedLiabilitiesCurrent 372 546 570 xbrli:shares...
nvda-20260726 0001045810 1/31 2027 Q2 FALSE P3Y P5Y P7Y http://fasb.org/us-gaap/2026#AccruedLiabilitiesCurrent 372 546 570 xbrli:shares iso4217:USD iso4217:USD xbrli:shares xbrli:pure utr:GW nvda:segment 0001045810 2026-01-26 2026-07-26 0001045810 2026-08-21 0001045810 2026-04-27 2026-07-26 0001045810 2025-04-28 2025-07-27 0001045810 2025-01-27 2025-07-27 0001045810 2026-07-26 0001045810 2026-01-25 0001045810 us-gaap:CommonStockMember 2026-04-26 0001045810 us-gaap:AdditionalPaidInCapitalMember 2026-04-26 0001045810 us-gaap:AccumulatedOtherComprehensiveIncomeMember 2026-04-26 0001045810 us-gaap:RetainedEarningsMember 2026-04-26 0001045810 2026-04-26 0001045810 us-gaap:RetainedEarningsMember 2026-04-27 2026-07-26 0001045810 us-gaap:AccumulatedOtherComprehensiveIncomeMember 2026-04-27 2026-07-26 0001045810 us-gaap:CommonStockMember 2026-04-27 2026-07-26 0001045810 us-gaap:AdditionalPaidInCapitalMember 2026-04-27 2026-07-26 0001045810 us-gaap:CommonStockMember 2026-07-26 0001045810 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nvda:HyperscaleMember 2025-01-27 2025-07-27 0001045810 nvda:AICloudsIndustrialEnterpriseMember 2026-04-27 2026-07-26 0001045810 nvda:AICloudsIndustrialEnterpriseMember 2025-04-28 2025-07-27 0001045810 nvda:AICloudsIndustrialEnterpriseMember 2026-01-26 2026-07-26 0001045810 nvda:AICloudsIndustrialEnterpriseMember 2025-01-27 2025-07-27 0001045810 nvda:EdgeComputingMember 2026-04-27 2026-07-26 0001045810 nvda:EdgeComputingMember 2025-04-28 2025-07-27 0001045810 nvda:EdgeComputingMember 2026-01-26 2026-07-26 0001045810 nvda:EdgeComputingMember 2025-01-27 2025-07-27 0001045810 nvda:AartiShahMember 2026-04-27 2026-07-26 0001045810 nvda:AartiShahMember 2026-07-26 0001045810 nvda:TimothyS.TeterMember 2026-04-27 2026-07-26 0001045810 nvda:TimothyS.TeterMember 2026-07-26 0001045810 nvda:ColetteM.KressMember 2026-04-27 2026-07-26 0001045810 nvda:ColetteM.KressMember 2026-07-26 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 26, 2026 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 0-23985 NVIDIA CORP ORATION (Exact name of registrant as specified in its charter) Delaware 94-3177549 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) 2788 San Tomas Expressway , Santa Clara , California 95051 (Address of principal executive offices) (Zip Code) ( 408 ) 486-2000 (Registrant s telephone number, including area code) N/A (Former name, former address and former fiscal year, if changed since last report) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.001 par value per share NVDA The Nasdaq Global Select Market Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T ( 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes No Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of large accelerated filer, accelerated filer, smaller reporting company, and emerging growth company in Rule 12b-2 of the Exchange Act. Large accelerated filer Accelerated filer Non-accelerated filer Smaller reporting company Emerging growth company If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes No The number of shares of common stock, $0.001 par value, outstanding as of August 21, 2026, was 24.1 billion. NVIDIA Corporation Form 10-Q For the Quarter Ended July 26, 2026 Table of Contents Page Part I . Financial Information Item 1. Financial Statements (Unaudited) a) Condensed Consolidated Statements of Income for the three and six months ended July 26, 2026 and July 27, 2025 3 b) Condensed Consolidated Statements of Comprehensive Income for the three and six months ended July 26, 2026 and July 27, 2025 4 c) Condensed Consolidated Balance Sheets as of July 26, 2026 and January 25, 2026 5 d) Condensed Consolidated Statements of Shareholders Equity for the three and six months ended July 26, 2026 and July 27, 2025 6 e) Condensed Consolidated Statements of Cash Flows for the six months ended July 26, 2026 and July 27, 2025 8 f) Notes to Condensed Consolidated Financial Statements 9 Item 2. Management s Discussion and Analysis of Financial Condition and Results of Operations 25 Item 3. Quantitative and Qualitative Disclosures About Market Risk 33 Item 4. Controls and Procedures 33 Part II . Other Information Item 1. Legal Proceedings 34 Item 1A. Risk Factors 34 Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 39 Item 5. Other Information 40 Item 6. Exhibits 42 Signature 43 Where You Can Find More Information Investors and others should note that we announce material financial information to our investors using our investor relations website, press releases, SEC filings and public conference calls and webcasts. We also use the following social media channels as a means of disclosing information about the company, our products, our planned financial and other announcements and attendance at upcoming investor and industry conferences, and other matters, and for complying with our disclosure obligations under Regulation FD: NVIDIA Corporate Blog (blogs.nvidia.com/) NVIDIA Technical Blog (developer.nvidia.com/blog/) NVIDIA LinkedIn (linkedin.com/company/nvidia) NVIDIA Facebook (facebook.com/nvidia) NVIDIA Instagram (instagram.com/nvidia) NVIDIA X (x.com/nvidia) NVIDIA Investor Relations (investor.nvidia.com) NVIDIA YouTube (youtube.com/nvidia) Jensen Huang X (x.com/JensenHuang) The information we post through these social media channels may be deemed material. Accordingly, investors should monitor these channels, in addition to following our press releases, SEC filings and public conference calls and webcasts. This list may be updated from time to time. The information we post through these channels is not a part of this Quarterly Report on Form 10-Q. 2 Part I. Financial Information Item 1. Financial Statements (Unaudited) NVIDIA Corporation and Subsidiaries Condensed Consolidated Statements of Income (In millions, except per share data) (Unaudited) Three Months Ended Six Months Ended Jul 26, 2026 Jul 27, 2025 Jul 26, 2026 Jul 27, 2025 Revenue $ 96,221 $ 46,743 $ 177,837 $ 90,805 Cost of revenue 24,079 12,890 44,538 30,284 Gross profit 72,142 33,853 133,299 60,521 Operating expenses Research and development 7,054 4,291 13,375 8,280 Sales, general and administrative 1,354 1,122 2,654 2,163 Total operating expenses 8,408 5,413 16,029 10,443 Operating income 63,734 28,440 117,270 50,078 Other income, net 7,773 2,766 24,140 3,039 Income before income tax 71,507 31,206 141,410 53,117 Income tax expense 11,819 4,784 23,400 7,920 Net income $ 59,688 $ 26,422 $ 118,010 $ 45,197 Net income per share: Basic $ 2.47 $ 1.08 $ 4.87 $ 1.85 Diluted $ 2.46 $ 1.08 $ 4.85 $ 1.84 Weighted average shares used in per share computation: Basic 24,190 24,366 24,238 24,404 Diluted 24,285 24,532 24,338 24,571 See accompanying Notes to Condensed Consolidated Financial Statements. 3 NVIDIA Corporation and Subsidiaries Condensed Consolidated Statements of Comprehensive Income (In millions) (Unaudited) Three Months Ended Six Months Ended Jul 26, 2026 Jul 27, 2025 Jul 26, 2026 Jul 27, 2025 Net income $ 59,688 $ 26,422 $ 118,010 $ 45,197 Other comprehensive income (loss), net of tax Available-for-sale securities: Net change in unrealized gain (loss) ( 102 ) ( 52 ) ( 180 ) 87 Cash flow hedges: Net change in unrealized gain (loss) ( 60 ) 36 ( 23 ) 55 Other comprehensive income (loss), net of tax ( 162 ) ( 16 ) ( 203 ) 142 Total comprehensive income $ 59,526 $ 26,406 $ 117,807 $ 45,339 See accompanying Notes to Condensed Consolidated Financial Statements. 4 NVIDIA Corporation and Subsidiaries Condensed Consolidated Balance Sheets (In millions) (Unaudited) Jul 26, 2026 Jan 25, 2026 Assets Current assets: Cash and cash equivalents $ 22,443 $ 10,605 Marketable debt securities 34,143 39,065 Marketable equity securities 42,783 12,886 Accounts receivable, net 63,059 38,466 Inventories 31,575 21,403 Prepaid expenses and other current assets 3,409 3,180 Total current assets 197,412 125,605 Property and equipment, net 14,285 10,383 Operating lease assets 5,390 2,867 Goodwill 21,125 20,832 Intangible assets, net 2,998 3,306 Deferred income tax assets 12,159 13,258 Non-marketable securities 51,157 22,251 Other assets 15,746 8,301 Total assets $ 320,272 $ 206,803 Liabilities and Shareholders Equity Current liabilities: Accounts payable $ 15,059 $ 9,812 Accrued and other current liabilities 26,960 21,352 Short-term debt 1,000 999 Total current liabilities 43,019 32,163 Long-term debt 32,366 7,469 Long-term operating lease liabilities 4,985 2,572 Other long-term liabilities 10,918 7,306 Total liabilities 91,288 49,510 Commitments and contingencies Shareholders equity: Preferred stock Common stock 24 24 Additional paid-in capital 9,828 10,118 Accumulated other comprehensive income (loss) ( 25 ) 178 Retained earnings 219,157 146,973 Total shareholders equity 228,984 157,293 Total liabilities and shareholders equity $ 320,272 $ 206,803 See accompanying Notes to Condensed Consolidated Financial Statements. 5 NVIDIA Corporation and Subsidiaries Condensed Consolidated Statements of Shareholders Equity (Unaudited) Common Stock Outstanding Additional Paid-in Capital Accumulated Other Comprehensive Income (Loss) Retained Earnings Total Shareholders Equity Shares Amount (In millions, except per share data) Balances as of Apr 26, 2026 24,221 $ 24 $ 10,275 $ 137 $ 185,038 $ 195,474 Net income 59,688 59,688 Other comprehensive loss ( 162 ) ( 162 ) Issuance of common stock 32 Tax withholding related to common stock ( 12 ) ( 2,402 ) ( 2,402 ) Shares repurchased ( 94 ) ( 152 ) ( 19,522 ) ( 19,674 ) Cash dividends declared and paid ($ 0.25 per common share) ( 6,047 ) ( 6,047 ) Fair value of partially vested equity awards assumed in connection with acquisitions 80 80 Stock-based compensation 2,027 2,027 Balances as of Jul 26, 2026 24,147 $ 24 $ 9,828 $ ( 25 ) $ 219,157 $ 228,984 Balances as of Apr 27, 2025 24,388 $ 24 $ 11,475 $ 186 $ 72,158 $ 83,843 Net income 26,422 26,422 Other comprehensive loss ( 16 ) ( 16 ) Issuance of common stock 39 Tax withholding related to common stock ( 13 ) ( 1,848 ) ( 1,848 ) Shares repurchased ( 67 ) ( 59 ) ( 9,599 ) ( 9,658 ) Cash dividends declared and paid ($ 0.01 per common share) ( 244 ) ( 244 ) Stock-based compensation 1,632 1,632 Balances as of Jul 27, 2025 24,347 $ 24 $ 11,200 $ 170 $ 88,737 $ 100,131 See accompanying Notes to Condensed Consolidated Financial Statements. 6 NVIDIA Corporation and Subsidiaries Condensed Consolidated Statements of Shareholders Equity (Unaudited) Common Stock Outstanding Additional Paid-in Capital Accumulated Other Comprehensive Income (Loss) Retained Earnings Total Shareholders Equity Shares Amount (In millions, except per share data) Balances as of Jan 25, 2026 24,304 $ 24 $ 10,118 $ 178 $ 146,973 $ 157,293 Net income 118,010 118,010 Other comprehensive loss ( 203 ) ( 203 ) Issuance of common stock 69 515 515 Tax withholding related to common stock ( 23 ) ( 4,531 ) ( 4,531 ) Shares repurchased ( 203 ) ( 309 ) ( 39,536 ) ( 39,845 ) Cash dividends declared and paid ($ 0.26 per common share) ( 6,290 ) ( 6,290 ) Fair value of partially vested equity awards assumed in connection with acquisitions 80 80 Stock-based compensation 3,955 3,955 Balances as of Jul 26, 2026 24,147 $ 24 $ 9,828 $ ( 25 ) $ 219,157 $ 228,984 Balances as of Jan 26, 2025 24,477 $ 24 $ 11,237 $ 28 $ 68,038 $ 79,327 Net income 45,197 45,197 Other comprehensive income 142 142 Issuance of common stock 89 370 370 Tax withholding related to common stock ( 26 ) ( 3,380 ) ( 3,380 ) Shares repurchased ( 193 ) ( 151 ) ( 24,010 ) ( 24,161 ) Cash dividends declared and paid ($ 0.02 per common share) ( 488 ) ( 488 ) Fair value of partially vested equity awards assumed in connection with acquisitions 22 22 Stock-based compensation 3,102 3,102 Balances as of Jul 27, 2025 24,347 $ 24 $ 11,200 $ 170 $ 88,737 $ 100,131 See accompanying Notes to Condensed Consolidated Financial Statements. 7 NVIDIA Corporation and Subsidiaries Condensed Consolidated Statements of Cash Flows (In millions) (Unaudited) Six Months Ended Jul 26, 2026 Jul 27, 2025 Cash flows from operating activities: Net income $ 118,010 $ 45,197 Adjustments to reconcile net income to net cash provided by operating activities: Stock-based compensation expense 3,954 3,099 Depreciation and amortization 2,124 1,280 Deferred income taxes 982 ( 2,160 ) Gains from equity securities, net ( 23,707 ) ( 2,073 ) Other 222 ( 196 ) Changes in operating assets and liabilities, net of acquisitions: Accounts receivable ( 24,590 ) ( 4,743 ) Inventories ( 10,204 ) ( 4,880 ) Prepaid expenses and other assets ( 6,480 ) 946 Accounts payable 4,125 2,255 Accrued and other current liabilities 8,015 3,075 Other long-term liabilities 1,970 979 Net cash provided by operating activities 74,421 42,779 Cash flows from investing activities: Proceeds from sales and maturities of debt securities 26,563 6,739 Proceeds from sales of equity securities 7,241 70 Purchases of equity securities ( 42,404 ) ( 1,245 ) Purchases of debt securities ( 21,777 ) ( 14,108 ) Purchases related to property and equipment and intangible assets ( 4,434 ) ( 3,122 ) Acquisitions, net of cash acquired ( 298 ) ( 677 ) Other ( 15 ) Net cash used in investing activities ( 35,124 ) ( 12,343 ) Cash flows from financing activities: Proceeds related to issuance of debt, net of costs 24,896 Proceeds related to employee stock plans 515 370 Payments related to repurchases of common stock ( 39,044 ) ( 23,815 ) Dividends paid ( 6,290 ) ( 488 ) Payments related to employee stock plan taxes ( 4,531 ) ( 3,380 ) Groq, Inc. ( 2,944 ) Principal payments on property and equipment and intangible assets ( 92 ) ( 73 ) Other 31 Net cash used in financing activities ( 27,459 ) ( 27,386 ) Change in cash and cash equivalents 11,838 3,050 Cash and cash equivalents at beginning of period 10,605 8,589 Cash and cash equivalents at end of period $ 22,443 $ 11,639 See accompanying Notes to Condensed Consolidated Financial Statements. 8 NVIDIA Corporation and Subsidiaries Notes to Condensed Consolidated Financial Statements (Unaudited) Note 1 - Summary of Significant Accounting Policies Basis of Presentation The accompanying unaudited condensed consolidated financial statements were prepared in accordance with accounting principles generally accepted in the United States of America, or U.S. GAAP, for interim financial information and with the instructions to Form 10-Q and Article 10 of Securities and Exchange Commission, or SEC, Regulation S-X. The January 25, 2026, consolidated balance sheet was derived from our audited consolidated financial statements included in our Annual Report on Form 10-K for the fiscal year ended January 25, 2026, as filed with the SEC, but does not include all disclosures required by U.S. GAAP. In the opinion of management, all adjustments, consisting only of normal recurring adjustments considered necessary for a fair presentation of results of operations and financial position, have been included. The results for the interim periods presented are not necessarily indicative of the results expected for any future period. The following information should be read in conjunction with the audited consolidated financial statements and notes thereto included in our Annual Report on Form 10-K for the fiscal year ended January 25, 2026. Certain prior fiscal year balances have been reclassified to conform to the current period presentation. Significant Accounting Policies There have been no material changes to our significant accounting policies disclosed in Note 1 - Organization and Summary of Significant Accounting Policies, of the Notes to the Consolidated Financial Statements included in our Annual Report on Form 10-K for the fiscal year ended January 25, 2026. Fiscal Year Fiscal year 2027 is a 53-week year, and fiscal year 2026 was a 52-week year, both ending on the last Sunday in January. The second quarters of fiscal years 2027 and 2026 were both 13-week quarters. The fourth quarter of fiscal year 2027 will be a 14-week quarter. Principles of Consolidation Our condensed consolidated financial statements include the accounts of NVIDIA Corporation and our wholly owned subsidiaries. All intercompany balances and transactions have been eliminated in consolidation. Use of Estimates The preparation of financial statements in conformity with U.S. GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosures of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenue and expenses during the reporting period. Actual results could differ materially from our estimates. Recently Issued Accounting Pronouncements Recent Accounting Pronouncements Not Yet Adopted In November 2024, the Financial Accounting Standards Board, or FASB, issued a new accounting standard requiring disclosures of certain additional expense information on an annual and interim basis, including, among other items, the amounts of purchases of inventory, employee compensation, depreciation, and intangible asset amortization included within each income statement expense caption, as applicable. We will adopt this standard in the fiscal year 2028 annual report. We do not expect the adoption of this standard to have a material impact on our Consolidated Financial Statements other than additional disclosures. Note 2 - Stock-Based Compensation We recognize stock-based compensation expense from grants of restricted stock units, or RSUs, performance stock units, or PSUs, and market-based PSUs, and issuances under our employee stock purchase plan, or ESPP. 9 NVIDIA Corporation and Subsidiaries Notes to Condensed Consolidated Financial Statements (Continued) (Unaudited) Condensed Consolidated Statements of Income include stock-based compensation expense as follows: Three Months Ended Six Months Ended Jul 26, 2026 Jul 27, 2025 Jul 26, 2026 Jul 27, 2025 (In millions) Cost of revenue $ 71 $ 58 $ 139 $ 123 Research and development 1,551 1,191 3,010 2,254 Sales, general and administrative 405 375 805 722 Total $ 2,027 $ 1,624 $ 3,954 $ 3,099 Equity Award Activity The following is a summary of our equity award transactions under our equity incentive plans: RSUs, PSUs and Market-based PSUs Outstanding Number of Shares Weighted Average Grant-Date Fair Value Per Share (In millions, except per share data) Balance as of Jan 25, 2026 189 $ 81.51 Granted 49 $ 183.74 Vested ( 63 ) $ 54.60 Canceled and forfeited ( 7 ) $ 102.16 Balance as of Jul 26, 2026 168 $ 120.41 As of July 26, 2026, aggregate unearned stock-based compensation expense was $ 19.4 billion, which is expected to be recognized over a weighted average period of 2.6 years for RSUs, PSUs, and market-based PSUs, and 0.9 years for ESPP. Note 3 - Net Income Per Share The following are the basic and diluted net income per share computations for the periods presented: Three Months Ended Six Months Ended Jul 26, 2026 Jul 27, 2025 Jul 26, 2026 Jul 27, 2025 (In millions, except per share data) Numerator: Net income $ 59,688 $ 26,422 $ 118,010 $ 45,197 Denominator: Basic weighted average shares 24,190 24,366 24,238 24,404 Dilutive impact of outstanding equity awards 95 166 100 167 Diluted weighted average shares 24,285 24,532 24,338 24,571 Net income per share: Basic (1) $ 2.47 $ 1.08 $ 4.87 $ 1.85 Diluted (2) $ 2.46 $ 1.08 $ 4.85 $ 1.84 Anti-dilutive equity awards excluded from diluted net income per share 7 3 52 60 (1) Net income divided by basic weighted average shares. (2) Net income divided by diluted weighted average shares. Diluted net income per share was computed using the weighted average number of common and potentially dilutive shares outstanding during the period, using the treasury stock method. 10 NVIDIA Corporation and Subsidiaries Notes to Condensed Consolidated Financial Statements (Continued) (Unaudited) Note 4 - Intangible Assets and Goodwill The components of our intangible assets are as follows: Jul 26, 2026 Jan 25, 2026 Gross Carrying Amount Accumulated Amortization Net Carrying Amount Gross Carrying Amount Accumulated Amortization Net Carrying Amount (In millions) Acquisition-related intangible assets $ 5,737 $ ( 2,974 ) $ 2,763 $ 5,656 $ ( 2,580 ) $ 3,076 Patents and licensed technology 557 ( 322 ) 235 528 ( 298 ) 230 Total intangible assets $ 6,294 $ ( 3,296 ) $ 2,998 $ 6,184 $ ( 2,878 ) $ 3,306 Amortization expense associated with intangible assets was $ 237 million and $ 84 million for the second quarter, and $ 470 million and $ 243 million for the first half, of fiscal years 2027 and 2026, respectively. The following table outlines the estimated future amortization expense related to the net carrying amount of intangible assets as of July 26, 2026: Future Amortization Expense (In millions) Fiscal Year: 2027 (the second half of fiscal year 2027) $ 482 2028 795 2029 642 2030 528 2031 468 2032 and thereafter 83 Total $ 2,998 In the first half of fiscal year 2027, goodwill increased by $ 293 million, which was allocated to our Compute Networking reporting unit. 11 NVIDIA Corporation and Subsidiaries Notes to Condensed Consolidated Financial Statements (Continued) (Unaudited) +42.8+Note 5 - Cash Equivalents and Marketable Securities Cash equivalents and marketable securities including debt and equity securities are measured at fair value using quoted prices in active markets for identical assets (Level 1) or for similar assets or use of other observable inputs (Level 2). The following is a summary of cash equivalents and marketable securities: Jul 26, 2026 Pricing Category Cost or Amortized Cost Unrealized Gain Unrealized Loss Estimated Fair Value Reported as Cash Equivalents Marketable Debt Securities Marketable Equity Securities Other Assets (In millions) Debt securities issued by the U.S. Treasury Level 2 $ 45,367 $ 8 $ ( 54 ) $ 45,321 $ 12,318 $ 33,003 $ $ Debt securities issued by U.S. government agencies Level 2 1,541 ( 2 ) 1,539 399 1,140 Money market funds Level 1 8,633 8,633 8,633 Publicly-held equity securities (1) (2) Level 1 36,934 31,977 4,957 Publicly-held equity securities (1) (3) Level 2 10,806 10,806 Total $ 55,541 $ 8 $ ( 56 ) $ 103,233 $ 21,350 $ 34,143 $ 42,783 $ 4,957 (1) Included $ 36.9 billion of investments that are subject to short-term lock-up restrictions on the ability to sell. (2) The long-term portion of publicly-held equity securities, which are subject to lock-up restrictions through December 2027 of $ 5.0 billion as of July 26, 2026, was included in Other assets. (3) Included investments in unregistered warrants and preferred stock convertible to common stock in public companies. Publicly-held equity securities are subject to market price volatility. Net unrealized gains on investments in publicly-held equity securities held at period end were $ 1.5 billion and $ 12.5 billion for the second quarter and first half of fiscal year 2027, respectively. Net unrealized gains on investments in publicly-held equity securities held at period end were $ 1.9 billion and $ 1.7 billion for the second quarter and first half of fiscal year 2026, respectively. 12 NVIDIA Corporation and Subsidiaries Notes to Condensed Consolidated Financial Statements (Continued) (Unaudited) Jan 25, 2026 Pricing Category Cost or Amortized Cost Unrealized Gain Unrealized Loss Estimated Fair Value Reported as Cash Equivalents Marketable Debt Securities Marketable Equity Securities Other Assets (In millions) Debt securities issued by the U.S. Treasury Level 2 $ 21,635 $ 77 $ ( 3 ) $ 21,709 $ $ 21,709 $ $ Corporate debt securities Level 2 15,410 92 ( 3 ) 15,499 345 15,154 Debt securities issued by U.S. government agencies Level 2 2,157 4 2,161 2,161 Certificates of deposit Level 2 110 110 110 Foreign government bonds Level 2 40 1 41 41 Money market funds Level 1 7,830 7,830 7,830 Publicly-held equity securities (1) (2) Level 1 17,726 12,886 4,840 Total $ 47,182 $ 174 $ ( 6 ) $ 65,076 $ 8,285 $ 39,065 $ 12,886 $ 4,840 (1) Included $ 10.5 billion of investments that are subject t
sec_edgar →Aug 27, 2026
News Mention: Nvidia Reaches Out to Korean AI Chip Startup Rebellions - 인사이트코리아 <a href="https://news.google.com/rss/articles/CBMid0FVX3lxTE56cXhVSG1tSFRnQV9UeE9wbkpzQlZsaDRDbi0tdVFXWWlZWnpkaUVBY0pWNE83QVJXMmJNRHRWcURpck5WWGZXQzAyWEdZbmFjV0lycm1RQ00wWmRCbzBUY2JxQXJVVnktTHlUWktabGJTLVBodXpn0gF3QVVfeXFMTnpxeFVIbW1IVGdBX1R4T3BuSnNCVmxoNENuLS11UVdZaVlaemRpRUFjSlY0TzdBUlcyYk1EdFZxRGlyTlZYZldDMDJYR1luYWNXSXJybVFDTTBaZEJvMFRjYnFBclVWeS1MeVRaS1psYlMtUGh1emc?oc=5" target="_blank">Nvidia...
Nvidia Reaches Out to Korean AI Chip Startup Rebellions - 인사이트코리아 <a href="https://news.google.com/rss/articles/CBMid0FVX3lxTE56cXhVSG1tSFRnQV9UeE9wbkpzQlZsaDRDbi0tdVFXWWlZWnpkaUVBY0pWNE83QVJXMmJNRHRWcURpck5WWGZXQzAyWEdZbmFjV0lycm1RQ00wWmRCbzBUY2JxQXJVVnktTHlUWktabGJTLVBodXpn0gF3QVVfeXFMTnpxeFVIbW1IVGdBX1R4T3BuSnNCVmxoNENuLS11UVdZaVlaemRpRUFjSlY0TzdBUlcyYk1EdFZxRGlyTlZYZldDMDJYR1luYWNXSXJybVFDTTBaZEJvMFRjYnFBclVWeS1MeVRaS1psYlMtUGh1emc?oc=5" target="_blank">Nvidia Reaches Out to Korean AI Chip Startup Rebellions</a> <font color="#6f6f6f">인사이트코리아</font>
gnews-rebellions →Aug 28, 2026
News Mention: OpenAI, NVIDIA, and Google Diverge in AI Chip Design for LLM Inference - KuCoin...
OpenAI, NVIDIA, and Google Diverge in AI Chip Design for LLM Inference - KuCoin <a href="https://news.google.com/rss/articles/CBMipAFBVV95cUxNLXNPenMta2trNEF3MlJfbG55OEtOX0Vra2phN0dWcWdHUXhlR2VwV2lDX3FmaWthZ1FqY1VKSlpIdVpnazBUUndYQk1jbnVqR0ZaSE1Qa0VxM1p1UTdHcHZZSGoxakFOUW5KVS1YdjJsOXJTakY5ZE85MUJ2Q3dJbXdnUnB2am1aSS15c091dTFRUnVTYmdkZFBJREc0MFdoWjNIRw?oc=5" target="_blank">OpenAI, NVIDIA, and Google Diverge in AI Chip Design for LLM Inference</a> <font color="#6f6f6f">KuCoin</font>
gnews-groq →Aug 31, 2026
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sec_edgar →Sep 1, 2026
News Mention: Rebellions, Nvidia discuss tie-up, testing S.Korea’s sovereign AI ambitions - KED Global <a href="https://news.google.com/rss/articles/CBMif0FVX3lxTE9BaHpVdmU4Q3IxYVZuRHJoSUUyaEVIM1ZtX3ZzWGFzSExfTnY2WVFZN25yVnUwMm1odE1pMU5raXE3eWNiTzV5c29pcFB3aVpic2RBTGhDQ0lDdV9xU3VjSzF5UEFrS3drMXBPdlVyeVFETEZlNjB6WC1SaG1KNWc?oc=5"...
Rebellions, Nvidia discuss tie-up, testing S.Korea’s sovereign AI ambitions - KED Global <a href="https://news.google.com/rss/articles/CBMif0FVX3lxTE9BaHpVdmU4Q3IxYVZuRHJoSUUyaEVIM1ZtX3ZzWGFzSExfTnY2WVFZN25yVnUwMm1odE1pMU5raXE3eWNiTzV5c29pcFB3aVpic2RBTGhDQ0lDdV9xU3VjSzF5UEFrS3drMXBPdlVyeVFETEZlNjB6WC1SaG1KNWc?oc=5" target="_blank">Rebellions, Nvidia discuss tie-up, testing S.Korea’s sovereign AI ambitions</a> <font color="#6f6f6f">KED Global</font>
gnews-rebellions →Sep 4, 2026
News Mention: SambaNova tackles AI’s memory wall - Jon Peddie Research <a href="https://news.google.com/rss/articles/CBMic0FVX3lxTE1taWVGeDdzdFUyMFRZR2d3NE5vOE9lMmJiSExNanpibExueFNaYTAwTUJVckJBNU03cENORTdFWXYxWFdiV05ITmNwNHdmdGI2cXN3OTFMT0xNWTlvOTNUdDJ6cGtIV0R1VzNBeFFmSHpzWEU?oc=5" target="_blank">SambaNova tackles AI’s...
SambaNova tackles AI’s memory wall - Jon Peddie Research <a href="https://news.google.com/rss/articles/CBMic0FVX3lxTE1taWVGeDdzdFUyMFRZR2d3NE5vOE9lMmJiSExNanpibExueFNaYTAwTUJVckJBNU03cENORTdFWXYxWFdiV05ITmNwNHdmdGI2cXN3OTFMT0xNWTlvOTNUdDJ6cGtIV0R1VzNBeFFmSHpzWEU?oc=5" target="_blank">SambaNova tackles AI’s memory wall</a> <font color="#6f6f6f">Jon Peddie Research</font>
gnews-sambanova →Sep 21, 2026
News Mention: Rebellions NPU Powers Four SK Telecom AI Services - thelec.net <a href="https://news.google.com/rss/articles/CBMiZ0FVX3lxTE9xR3h1THlsWV9SNnRLV3BTUTVGa2xCa2ZLLUVaRVBLTEgyUGMxZmx1emo4VFlaZ0RFOXNNNWl3ZkFGN29GTUd0UFpNaDRsdlpVaWowQnQzZ05aZDRoV21JRWZMaTI1MXc?oc=5" target="_blank">Rebellions NPU...
Rebellions NPU Powers Four SK Telecom AI Services - thelec.net <a href="https://news.google.com/rss/articles/CBMiZ0FVX3lxTE9xR3h1THlsWV9SNnRLV3BTUTVGa2xCa2ZLLUVaRVBLTEgyUGMxZmx1emo4VFlaZ0RFOXNNNWl3ZkFGN29GTUd0UFpNaDRsdlpVaWowQnQzZ05aZDRoV21JRWZMaTI1MXc?oc=5" target="_blank">Rebellions NPU Powers Four SK Telecom AI Services</a> <font color="#6f6f6f">thelec.net</font>
gnews-rebellions →Sep 21, 2026
News Mention: Rebellions chips process over 4 billion tokens a day for SK Telecom - digitimes...
Rebellions chips process over 4 billion tokens a day for SK Telecom - digitimes <a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxNclYtdUNiRTRzYWJsQnRlalpVajZZMjVQclphSEstbHpBUDBMYUc1d2lPaWdISmMxSUt3TURzc3hUR0NVZFo4Z2lCVTRLZDE3NnhnWUVQdnlZZG1OQkRKVmRlTjJuT2ZudHFMb1JfOUVKSXJLRFhwLVFISlhzY014Rl8tVGFFZ1dQRDVTMk1pQXU2SmdSMEpfVmdJX3RSNndxdWdvWFpR?oc=5" target="_blank">Rebellions chips process over 4 billion tokens a day for SK Telecom</a> <font color="#6f6f6f">digitimes</font>
gnews-rebellions →Sep 21, 2026
News Mention: Rebellions NPU Deployed Across All 4 of SK Telecom's Commercial AI Services, Processing 4...
Rebellions NPU Deployed Across All 4 of SK Telecom's Commercial AI Services, Processing 4 Billion Tokens Daily - finance.biggo.com <a href="https://news.google.com/rss/articles/CBMidkFVX3lxTE80M185aUNZMWpXN1BsenlsT21rLVZ1TkZ2YkpIMFduM2F6Nk1fbXNwbUdGM2FUNlQ1S0gxcExZSFdpcUZEMkdSTTdtcFlQZnRDbnFVUUdQMUU3MXVqd1VzVC1vNUZFUWNtNHlSM2xrckNqQ0lacFE?oc=5" target="_blank">Rebellions NPU Deployed Across All 4 of SK Telecom's Commercial AI Services, Processing 4 Billion Tokens Daily</a> <font color="#6f6f6f">finance.biggo.com</font>
gnews-rebellions →Sep 22, 2026
News Mention: SK Telecom Deploys Rebellions NPU Across Four Commercial AI Services - thelec.net <a href="https://news.google.com/rss/articles/CBMiZ0FVX3lxTFAtaXMzN1UxZHBKWEFpenNSTFItZElRTFY4a0tuUzlBSmZSZTFqSUxrcDMtTWt6N3ZvVkxjTjlUOE5uZmJ6LUJJWTlDU1VCOWg0UmlXLU5DU1lvTW9KNjJLOVRMRTZCQkk?oc=5"...
SK Telecom Deploys Rebellions NPU Across Four Commercial AI Services - thelec.net <a href="https://news.google.com/rss/articles/CBMiZ0FVX3lxTFAtaXMzN1UxZHBKWEFpenNSTFItZElRTFY4a0tuUzlBSmZSZTFqSUxrcDMtTWt6N3ZvVkxjTjlUOE5uZmJ6LUJJWTlDU1VCOWg0UmlXLU5DU1lvTW9KNjJLOVRMRTZCQkk?oc=5" target="_blank">SK Telecom Deploys Rebellions NPU Across Four Commercial AI Services</a> <font color="#6f6f6f">thelec.net</font>
gnews-rebellions →Sep 22, 2026
News Mention: Rebellions NPUs Now Run Four SK Telecom AI Services - rcrwireless.com <a href="https://news.google.com/rss/articles/CBMib0FVX3lxTE9PdGpUVXhOSkE1ZE9JYWZlNzdEZzRLU2wxLXZVNGVNWTRta1JGQUd5cUJ4XzZ1S0phN1ZzQk40Uk10VkdCLWtBNHlwMF91Ml9QS0FrZ1dXUEVBdWt0Z3NkSGhkZHRZZUhybGxURnVMTQ?oc=5" target="_blank">Rebellions...
Rebellions NPUs Now Run Four SK Telecom AI Services - rcrwireless.com <a href="https://news.google.com/rss/articles/CBMib0FVX3lxTE9PdGpUVXhOSkE1ZE9JYWZlNzdEZzRLU2wxLXZVNGVNWTRta1JGQUd5cUJ4XzZ1S0phN1ZzQk40Uk10VkdCLWtBNHlwMF91Ml9QS0FrZ1dXUEVBdWt0Z3NkSGhkZHRZZUhybGxURnVMTQ?oc=5" target="_blank">Rebellions NPUs Now Run Four SK Telecom AI Services</a> <font color="#6f6f6f">rcrwireless.com</font>
gnews-rebellions →Sep 23, 2026
News Mention: SambaNova Shares Slide 18% In A Month As AI Chip Startup Trades Well Below...
SambaNova Shares Slide 18% In A Month As AI Chip Startup Trades Well Below Latest Valuation - Benzinga <a href="https://news.google.com/rss/articles/CBMi6gFBVV95cUxNRFlCandWNmZmX0w1dklCb0V0bnhndlYycFdoU0tDeEtBclg0dUhhRExZY3FvU1dXUTB6aUE5YUpnVVRHblpyTWZwdVBNeGFYVG9xM2x1MldGZThud2JBbURmc203ZmdHcWVvY19PLVdYX213Q1RMOUVveW83SXpENUtYMFNpZ0tlbmxNZ3hKQ0U0VDVZQkFOZnhpOG41M01JenpDZktkMDdhTDRVWDAwV2gxb29mSHFkMjN2NzNuODkwbEhsTW1LNE50MUl2ZkVndGtSWlJENHBKX3ZDeVJOTHg3RHhNY0cxLUE?oc=5" target="_blank">SambaNova Shares Slide 18% In A Month As AI Chip Startup Trades Well Below Latest Valuation</a> <font color="#6f6f6f">Benzinga</font>
gnews-sambanova →
Milestones merged from 0 curated events, 0 verified facts (with observed dates), and 58 business signals from the last 24 months. Deduped by date + label; curated entries take precedence.
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