{
  "contractVersion": "1.25.0",
  "license": {
    "name": "CC BY 4.0",
    "url": "https://creativecommons.org/licenses/by/4.0/",
    "attribution": "AI Compute Tracker (aicomputetracker.com), CC BY 4.0",
    "sources": [
      {
        "id": "public-disclosures",
        "name": "Public disclosures and reporting",
        "attribution": "Figures: the public source cited with each claim",
        "terms": null,
        "termsVersion": null,
        "redistribution": "permitted",
        "license": "CC BY 4.0"
      }
    ]
  },
  "review": {
    "reviewedAt": "2026-10-25",
    "observationsAsOf": "2026-10-25",
    "coverage": "partial",
    "retainedSince": "2026-10-15",
    "note": "Partial review on Oct 25: Meta's 2026 guidance was re-read from its Q3 release (Oct 21), and every 2026 quarterly capex figure, AMD's Data Center revenue for each quarter since 2023, Broadcom's quarterly AI revenue and each company's next results date were read from the companies' own releases, call transcripts and investor pages. Amazon prints its net capex, the basis of its guidance, only for trailing twelve months, and Broadcom gives no quarterly AI figure in eight of its releases since 2023. The complete review of Oct 15 stands for every other figure."
  },
  "unit": "USD billions",
  "note": "Restated company figures. Capex is companywide (not AI-only) by calendar year, fiscal-adjusted where a company's year differs; definitions differ by company (finance leases, net versus gross, cash versus accrual), so each row's basisNote says what its figures include. A guidance value is company guidance (the midpoint where a range was given), not an actual; it carries est: true, as does a value taken from a secondary report. Only each company's latest guidance and NVIDIA's latest release carry a source link here; the other figures carry no link of their own (review.note says what they were checked against). NVIDIA data-center revenue is by NVIDIA fiscal quarter (the fiscal year ends late January).",
  "capex": {
    "years": [
      "2023",
      "2024",
      "2025",
      "2026"
    ],
    "companies": [
      {
        "company": "Amazon",
        "values": [
          {
            "year": "2023",
            "usdB": 52.7,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2024",
            "usdB": 83,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2025",
            "usdB": 131.8,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2026",
            "usdB": 220,
            "guidance": true,
            "secondarySource": false,
            "est": true
          }
        ],
        "guidance": {
          "year": "2026",
          "basis": "net cash",
          "reviewedAt": "2026-10-14",
          "sourceDate": "2026-07-30",
          "sourceUrl": "https://s2.q4cdn.com/299287126/files/doc_earnings/2026/q2/Amazon-Quarterly-Earnings-Report-Q2-2026-Full-Call-v1.mp3",
          "secondarySource": false
        },
        "basisNote": "CY2026 cash capex ~$220B, raised from ~$200B as memory costs increased (Amazon’s Q2 call recording; Amazon publishes no transcript). Cash capex is net of proceeds and incentives, while 2023–2025 are gross purchases of property and equipment (net: $48.1B / $77.7B / $128.3B). Companywide spending, not AI-only."
      },
      {
        "company": "Microsoft",
        "values": [
          {
            "year": "2023",
            "usdB": 41.2,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2024",
            "usdB": 75.6,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2025",
            "usdB": 118,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2026",
            "usdB": 175,
            "guidance": true,
            "secondarySource": false,
            "est": true
          }
        ],
        "guidance": {
          "year": "2026",
          "basis": "incl. finance leases",
          "reviewedAt": "2026-10-14",
          "sourceDate": "2026-07-29",
          "sourceUrl": "https://www.microsoft.com/en-us/investor/events/fy-2026/earnings-fy-2026-q4",
          "secondarySource": false
        },
        "basisNote": "CY2026 ~$175B including finance leases; reduced from $190B due to operating-lease reclassification, with underlying investment expectations unchanged."
      },
      {
        "company": "Alphabet",
        "values": [
          {
            "year": "2023",
            "usdB": 32.3,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2024",
            "usdB": 52.5,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2025",
            "usdB": 91.4,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2026",
            "usdB": 200,
            "guidance": true,
            "secondarySource": false,
            "est": true
          }
        ],
        "guidance": {
          "year": "2026",
          "basis": null,
          "reviewedAt": "2026-10-14",
          "sourceDate": "2026-07-22",
          "sourceUrl": "https://s206.q4cdn.com/479360582/files/doc_events/2026/Jul/22/2026_Q2_Earnings_Transcript.pdf",
          "secondarySource": false
        },
        "basisNote": "2026 guidance $195–205B midpoint, raised from $180–190B as capacity delivery accelerated."
      },
      {
        "company": "Meta",
        "values": [
          {
            "year": "2023",
            "usdB": 28.1,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2024",
            "usdB": 39.2,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2025",
            "usdB": 72.2,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2026",
            "usdB": 140,
            "guidance": true,
            "secondarySource": false,
            "est": true
          }
        ],
        "guidance": {
          "year": "2026",
          "basis": "incl. finance leases",
          "reviewedAt": "2026-10-25",
          "sourceDate": "2026-10-21",
          "sourceUrl": "https://s21.q4cdn.com/399680738/files/content_files/Meta-09-30-2026-Exhibit-99-1_FINAL.pdf",
          "secondarySource": false
        },
        "basisNote": "2026 guidance $135–145B midpoint (Q3 release, narrowed from $130–145B), including principal payments on finance leases."
      },
      {
        "company": "Oracle",
        "values": [
          {
            "year": "2023",
            "usdB": 6.9,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2024",
            "usdB": 21.2,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2025",
            "usdB": 55.7,
            "guidance": false,
            "secondarySource": false,
            "est": false
          },
          {
            "year": "2026",
            "usdB": 70,
            "guidance": true,
            "secondarySource": false,
            "est": true
          }
        ],
        "guidance": {
          "year": "2026",
          "basis": "net cash",
          "reviewedAt": "2026-10-15",
          "sourceDate": "2026-06-10",
          "sourceUrl": "https://s23.q4cdn.com/440135859/files/doc_earnings/2026/q4/presentation/Presentation-Slides-Q4-26.pdf",
          "secondarySource": false
        },
        "basisNote": "Oracle’s Q4 FY26 earnings slides (June 10, slide 15): ~$70B FY27 net cash outlay for capex, Oracle’s non-GAAP measure net of capex-related financing and customer prepayments. The ~$90–95B gross figure rests on secondary reports of the June 10 call. Prior years are gross capex (Oracle’s own net cash outlay: FY25 $19.8B, FY26 $47.7B). Fiscal years June–May mapped to prior calendar year."
      }
    ]
  },
  "nvidiaDataCenterRevenue": {
    "quarters": [
      {
        "fiscalQuarter": "FY24 Q1",
        "calendarQuarterEnd": "2023-04",
        "usdB": 4.28,
        "est": false
      },
      {
        "fiscalQuarter": "FY24 Q2",
        "calendarQuarterEnd": "2023-07",
        "usdB": 10.32,
        "est": false
      },
      {
        "fiscalQuarter": "FY24 Q3",
        "calendarQuarterEnd": "2023-10",
        "usdB": 14.51,
        "est": false
      },
      {
        "fiscalQuarter": "FY24 Q4",
        "calendarQuarterEnd": "2024-01",
        "usdB": 18.4,
        "est": false
      },
      {
        "fiscalQuarter": "FY25 Q1",
        "calendarQuarterEnd": "2024-04",
        "usdB": 22.56,
        "est": false
      },
      {
        "fiscalQuarter": "FY25 Q2",
        "calendarQuarterEnd": "2024-07",
        "usdB": 26.27,
        "est": false
      },
      {
        "fiscalQuarter": "FY25 Q3",
        "calendarQuarterEnd": "2024-10",
        "usdB": 30.77,
        "est": false
      },
      {
        "fiscalQuarter": "FY25 Q4",
        "calendarQuarterEnd": "2025-01",
        "usdB": 35.58,
        "est": false
      },
      {
        "fiscalQuarter": "FY26 Q1",
        "calendarQuarterEnd": "2025-04",
        "usdB": 39.11,
        "est": false
      },
      {
        "fiscalQuarter": "FY26 Q2",
        "calendarQuarterEnd": "2025-07",
        "usdB": 41.1,
        "est": false
      },
      {
        "fiscalQuarter": "FY26 Q3",
        "calendarQuarterEnd": "2025-10",
        "usdB": 51.2,
        "est": false
      },
      {
        "fiscalQuarter": "FY26 Q4",
        "calendarQuarterEnd": "2026-01",
        "usdB": 62.3,
        "est": false
      },
      {
        "fiscalQuarter": "FY27 Q1",
        "calendarQuarterEnd": "2026-04",
        "usdB": 75.2,
        "est": false
      },
      {
        "fiscalQuarter": "FY27 Q2",
        "calendarQuarterEnd": "2026-07",
        "usdB": 89,
        "est": false
      }
    ],
    "latestRelease": {
      "reviewedAt": "2026-10-14",
      "sourceDate": "2026-08-26",
      "sourceUrl": "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027"
    },
    "nextQuarterTotalRevenueGuidanceUsdB": 108
  },
  "disclosures": {
    "checkedAt": "2026-10-25",
    "capexQuarters": [
      {
        "company": "Amazon",
        "period": "Q1 2026",
        "calendarQuarterEnd": "2026-03",
        "usdB": 44.203,
        "basis": "gross",
        "lineItem": "Purchases of property and equipment",
        "note": "Amazon prints its net-of-proceeds-and-incentives figure, the basis of its guidance, only for trailing twelve months, never per quarter.",
        "sourceDate": "2026-04-29",
        "sourceUrl": "https://s2.q4cdn.com/299287126/files/doc_earnings/2026/q1/earnings-result/AMZN-Q1-2026-Earnings-Release.pdf"
      },
      {
        "company": "Amazon",
        "period": "Q2 2026",
        "calendarQuarterEnd": "2026-06",
        "usdB": 54.208,
        "basis": "gross",
        "lineItem": "Purchases of property and equipment",
        "sourceDate": "2026-07-30",
        "sourceUrl": "https://s2.q4cdn.com/299287126/files/doc_earnings/2026/q2/earnings-result/AMZN-Q2-2026-Earnings-Release.pdf"
      },
      {
        "company": "Microsoft",
        "period": "FY26 Q3",
        "calendarQuarterEnd": "2026-03",
        "usdB": 31.9,
        "basis": "incl. finance leases",
        "lineItem": "Capital expenditures, as stated on the earnings call",
        "note": "Rounded on the call; additions to property and equipment were $30.876B, the rest finance leases.",
        "sourceDate": "2026-04-29",
        "sourceUrl": "https://cdn-dynmedia-1.microsoft.com/is/content/microsoftcorp/TranscriptQandAFY26Q3"
      },
      {
        "company": "Microsoft",
        "period": "FY26 Q4",
        "calendarQuarterEnd": "2026-06",
        "usdB": 41,
        "basis": "incl. finance leases",
        "lineItem": "Capital expenditures, as stated on the earnings call",
        "note": "Rounded on the call: $35.802B additions to property and equipment plus $5.6B finance leases. Microsoft said future datacenter leases move from finance to operating leases, so later quarters may not be like-for-like.",
        "sourceDate": "2026-07-29",
        "sourceUrl": "https://cdn-dynmedia-1.microsoft.com/is/content/microsoftcorp/TranscriptFY26Q4.docx"
      },
      {
        "company": "Alphabet",
        "period": "Q1 2026",
        "calendarQuarterEnd": "2026-03",
        "usdB": 35.674,
        "basis": null,
        "lineItem": "Purchases of property and equipment",
        "sourceDate": "2026-04-29",
        "sourceUrl": "https://s206.q4cdn.com/479360582/files/doc_financials/2026/q1/2026q1-alphabet-earnings-release.pdf"
      },
      {
        "company": "Alphabet",
        "period": "Q2 2026",
        "calendarQuarterEnd": "2026-06",
        "usdB": 44.924,
        "basis": null,
        "lineItem": "Purchases of property and equipment",
        "sourceDate": "2026-07-22",
        "sourceUrl": "https://s206.q4cdn.com/479360582/files/doc_financials/2026/q2/2026q2-alphabet-earnings-release.pdf"
      },
      {
        "company": "Meta",
        "period": "Q1 2026",
        "calendarQuarterEnd": "2026-03",
        "usdB": 19.84,
        "basis": "incl. finance leases",
        "lineItem": "Capital expenditures, including principal payments on finance leases",
        "sourceDate": "2026-04-29",
        "sourceUrl": "https://s21.q4cdn.com/399680738/files/doc_financials/2026/q1/Meta-03-31-2026-Exhibit-99-1_final.pdf"
      },
      {
        "company": "Meta",
        "period": "Q2 2026",
        "calendarQuarterEnd": "2026-06",
        "usdB": 31.08,
        "basis": "incl. finance leases",
        "lineItem": "Capital expenditures, including principal payments on finance leases",
        "sourceDate": "2026-07-29",
        "sourceUrl": "https://s21.q4cdn.com/399680738/files/doc_financials/2026/q2/Meta-06-30-2026-Exhibit-99-1-FINAL.pdf"
      },
      {
        "company": "Meta",
        "period": "Q3 2026",
        "calendarQuarterEnd": "2026-09",
        "usdB": 34.91,
        "basis": "incl. finance leases",
        "lineItem": "Capital expenditures, including principal payments on finance leases",
        "sourceDate": "2026-10-21",
        "sourceUrl": "https://s21.q4cdn.com/399680738/files/content_files/Meta-09-30-2026-Exhibit-99-1_FINAL.pdf"
      },
      {
        "company": "Oracle",
        "period": "FY27 Q1",
        "calendarQuarterEnd": "2026-08",
        "usdB": 17.966,
        "basis": "net cash",
        "lineItem": "Net cash outlay for capital expenditures (non-GAAP)",
        "note": "Gross capital expenditures were $28.499B in the same quarter.",
        "sourceDate": "2026-09-10",
        "sourceUrl": "https://s23.q4cdn.com/440135859/files/content_files/1q27-pressrelease-September_FINAL.pdf"
      }
    ],
    "supplierRevenue": [
      {
        "series": "amdDataCenter",
        "quarters": [
          {
            "quarter": "Q1 2023",
            "calendarQuarterEnd": "2023-03",
            "usdB": 1.295,
            "floor": false,
            "sourceDate": "2023-05-02",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1128/amd-reports-first-quarter-2023-financial-results"
          },
          {
            "quarter": "Q2 2023",
            "calendarQuarterEnd": "2023-06",
            "usdB": 1.321,
            "floor": false,
            "sourceDate": "2023-08-01",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1146/amd-reports-second-quarter-2023-financial-results"
          },
          {
            "quarter": "Q3 2023",
            "calendarQuarterEnd": "2023-09",
            "usdB": 1.598,
            "floor": false,
            "sourceDate": "2023-10-31",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1163/amd-reports-third-quarter-2023-financial-results"
          },
          {
            "quarter": "Q4 2023",
            "calendarQuarterEnd": "2023-12",
            "usdB": 2.282,
            "floor": false,
            "sourceDate": "2024-01-30",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1180/amd-reports-fourth-quarter-and-full-year-2023-financial-results"
          },
          {
            "quarter": "Q1 2024",
            "calendarQuarterEnd": "2024-03",
            "usdB": 2.337,
            "floor": false,
            "sourceDate": "2024-04-30",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1192/amd-reports-first-quarter-2024-financial-results"
          },
          {
            "quarter": "Q2 2024",
            "calendarQuarterEnd": "2024-06",
            "usdB": 2.834,
            "floor": false,
            "sourceDate": "2024-07-30",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1209/amd-reports-second-quarter-2024-financial-results"
          },
          {
            "quarter": "Q3 2024",
            "calendarQuarterEnd": "2024-09",
            "usdB": 3.549,
            "floor": false,
            "sourceDate": "2024-10-29",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1224/amd-reports-third-quarter-2024-financial-results"
          },
          {
            "quarter": "Q4 2024",
            "calendarQuarterEnd": "2024-12",
            "usdB": 3.859,
            "floor": false,
            "sourceDate": "2025-02-04",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial-results"
          },
          {
            "quarter": "Q1 2025",
            "calendarQuarterEnd": "2025-03",
            "usdB": 3.674,
            "floor": false,
            "sourceDate": "2025-05-06",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1247/amd-reports-first-quarter-2025-financial-results"
          },
          {
            "quarter": "Q2 2025",
            "calendarQuarterEnd": "2025-06",
            "usdB": 3.24,
            "floor": false,
            "sourceDate": "2025-08-05",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1257/amd-reports-second-quarter-2025-financial-results"
          },
          {
            "quarter": "Q3 2025",
            "calendarQuarterEnd": "2025-09",
            "usdB": 4.341,
            "floor": false,
            "sourceDate": "2025-11-04",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1265/amd-reports-third-quarter-2025-financial-results"
          },
          {
            "quarter": "Q4 2025",
            "calendarQuarterEnd": "2025-12",
            "usdB": 5.38,
            "floor": false,
            "sourceDate": "2026-02-03",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1276/amd-reports-fourth-quarter-and-full-year-2025-financial-results"
          },
          {
            "quarter": "Q1 2026",
            "calendarQuarterEnd": "2026-03",
            "usdB": 5.775,
            "floor": false,
            "sourceDate": "2026-05-05",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results"
          },
          {
            "quarter": "Q2 2026",
            "calendarQuarterEnd": "2026-06",
            "usdB": 6.718,
            "floor": false,
            "sourceDate": "2026-08-04",
            "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results"
          }
        ]
      },
      {
        "series": "broadcomAi",
        "quarters": [
          {
            "quarter": "FY23 Q1",
            "calendarQuarterEnd": "2023-01",
            "usdB": null,
            "floor": false,
            "sourceDate": "2023-03-02",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/60981"
          },
          {
            "quarter": "FY23 Q2",
            "calendarQuarterEnd": "2023-04",
            "usdB": null,
            "floor": false,
            "sourceDate": "2023-06-01",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/61211"
          },
          {
            "quarter": "FY23 Q3",
            "calendarQuarterEnd": "2023-07",
            "usdB": null,
            "floor": false,
            "sourceDate": "2023-08-31",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/61371"
          },
          {
            "quarter": "FY23 Q4",
            "calendarQuarterEnd": "2023-10",
            "usdB": null,
            "floor": false,
            "sourceDate": "2023-12-07",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/61576"
          },
          {
            "quarter": "FY24 Q1",
            "calendarQuarterEnd": "2024-02",
            "usdB": null,
            "floor": false,
            "sourceDate": "2024-03-07",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/61901"
          },
          {
            "quarter": "FY24 Q2",
            "calendarQuarterEnd": "2024-05",
            "usdB": 3.1,
            "floor": false,
            "sourceDate": "2024-06-12",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/62226"
          },
          {
            "quarter": "FY24 Q3",
            "calendarQuarterEnd": "2024-08",
            "usdB": null,
            "floor": false,
            "sourceDate": "2024-09-05",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/62441"
          },
          {
            "quarter": "FY24 Q4",
            "calendarQuarterEnd": "2024-11",
            "usdB": null,
            "floor": false,
            "sourceDate": "2024-12-12",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/62701"
          },
          {
            "quarter": "FY25 Q1",
            "calendarQuarterEnd": "2025-02",
            "usdB": 4.1,
            "floor": false,
            "sourceDate": "2025-03-06",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/62921"
          },
          {
            "quarter": "FY25 Q2",
            "calendarQuarterEnd": "2025-05",
            "usdB": 4.4,
            "floor": true,
            "sourceDate": "2025-06-05",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/63151"
          },
          {
            "quarter": "FY25 Q3",
            "calendarQuarterEnd": "2025-08",
            "usdB": 5.2,
            "floor": false,
            "sourceDate": "2025-09-04",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/63416"
          },
          {
            "quarter": "FY25 Q4",
            "calendarQuarterEnd": "2025-11",
            "usdB": null,
            "floor": false,
            "sourceDate": "2025-12-11",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/63716"
          },
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            "quarter": "FY26 Q1",
            "calendarQuarterEnd": "2026-02",
            "usdB": 8.4,
            "floor": false,
            "sourceDate": "2026-03-04",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/63976"
          },
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            "quarter": "FY26 Q2",
            "calendarQuarterEnd": "2026-05",
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            "floor": false,
            "sourceDate": "2026-06-03",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/64371"
          },
          {
            "quarter": "FY26 Q3",
            "calendarQuarterEnd": "2026-08",
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            "floor": false,
            "sourceDate": "2026-09-02",
            "sourceUrl": "https://www.broadcom.com/company/news/financial-releases/64671"
          }
        ]
      }
    ],
    "nextResults": [
      {
        "company": "Amazon",
        "period": "Q3 2026",
        "date": "2026-10-29",
        "sourceUrl": "https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-to-Webcast-Third-Quarter-2026-Financial-Results-Conference-Call/default.aspx"
      },
      {
        "company": "Microsoft",
        "period": "FY27 Q1",
        "date": "2026-10-28",
        "sourceUrl": "https://www.microsoft.com/en-us/investor/events/fy-2027/earnings-fy-2027-q1"
      },
      {
        "company": "Alphabet",
        "period": "Q3 2026",
        "date": null,
        "note": "Date not confirmed: Alphabet's investor site did not answer the site's check.",
        "sourceUrl": "https://abc.xyz/investor/"
      },
      {
        "company": "Meta",
        "period": "Q4 2026",
        "date": null,
        "note": "Q3 was reported on Oct 21, 2026.",
        "sourceUrl": "https://investor.atmeta.com/investor-events/default.aspx"
      },
      {
        "company": "Oracle",
        "period": "FY27 Q2",
        "date": null,
        "sourceUrl": "https://investor.oracle.com/investor-news/default.aspx"
      },
      {
        "company": "NVIDIA",
        "period": "FY27 Q3",
        "date": null,
        "sourceUrl": "https://investor.nvidia.com/events-and-presentations/events-and-presentations/default.aspx"
      },
      {
        "company": "AMD",
        "period": "Q3 2026",
        "date": "2026-11-03",
        "sourceUrl": "https://ir.amd.com/news-events/press-releases/detail/1300/amd-to-report-fiscal-third-quarter-2026-financial-results"
      },
      {
        "company": "Broadcom",
        "period": "FY26 Q4",
        "date": null,
        "sourceUrl": "https://www.broadcom.com/company/news/releases?tab=financial"
      }
    ]
  }
}