AI Infrastructure Earnings & Financial Results — Latest Quarter

Super Micro's FY2026 revenue and net income more than doubled on AI data-center demand, but gross margin compressed and operating cash flow turned deeply negative.

NVIDIA delivered sharply higher Q2 FY2027 results driven by Blackwell Ultra data center demand, with revenue up 106% to $96.2 billion and gross margin expanding to 75.0%, while supply commitments and China export restrictions create forward uncertainty.

CoreWeave's Q2 FY2026 revenue more than doubled, but surging infrastructure costs led to a $626M net loss, even as operating cash flow turned strongly positive.

AMD's fiscal second quarter revenue jumped 50% and gross margin reached 54%, propelled by a doubling of Data Center sales, while operating expenses rose sharply to fund AI expansion.

Palantir's Q2 FY2026 revenue surged 93% to $1.94 billion, with net income more than tripling, as AI-driven demand propelled broad-based growth across commercial and government clients.

Amazon's Q2 FY2026 earnings featured robust AWS growth and strong operating leverage, while net income was substantially inflated by $53.4B in Anthropic investment gains.

Meta's Q2 2026 revenue surged 28% on robust advertising growth, but soaring AI spending and a $2.40 billion legal charge caused operating income to fall 8% and net income to drop 14%.

Microsoft's FY2026 results showcased robust cloud and AI-driven revenue growth, but rising infrastructure costs and one-time investment gains underscored a year of both expansion and transition.

Alphabet’s Q2 FY2026 revenue rose 24% to $119.8 billion, but a $99 billion unrealized gain on equity investments pushed net income up nearly 300% to $112.2 billion, while heavy cloud investments led to a $5.8 billion free cash flow deficit.

Oracle delivered strong FY2026 results with revenue surging 17.3% to $67.4B and net income jumping 37.3% to $17.1B, driven by robust cloud infrastructure demand, while total assets expanded 55.5% to $261.8B reflecting significant capital deployment.

Broadcom delivered exceptional Q2 FY2026 results with revenue surging 47.9% YoY to $22.2B, driven by AI semiconductor demand, while operating income nearly doubled and cash generation remained robust with $18.8B in YTD operating cash flow.