"...a system of AI agents and AI-enabled experts, fueling ARPC growth and margin expansion." https://investors.intuit.com/_assets/_08ee5483ec4c057568cc8774f3fd6aad/intuit/db/946/10358/webcast_transcript/Q2FY26+Earnings+Script+02.26.2026.pdf Taiwan Semiconductor Manufacturing Company Limited "Based on our assessment, to meet the strong demand in AI applications, we are stepping up our CapEx investment to increase our N3 capacity." https://investor.tsmc.com/chinese/encrypt/files/encrypt_file/reports/2026-04/3cef85204275f94fd111485cfdf4adb3c0263c45/TSMC%201Q26%20Transcript.pdf "Both our Memory and Logic customers are responding to this unprecedented demand by increasing capital expenditures and accelerating capacity expansion plans this year and beyond." https://ourbrand.asml.com/asset/8e1f7393-33dd-4737-a436-cfe1b68cc577/2026_04_15-ASML-Transcript-investor-call-Q1-2026.pdf "Agentic AI is a tailwind for our business, and we’re well on our way to $63 billion in revenue in FY30." https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-Fourth-Quarter-Fiscal-2026-Results/default.aspx "Cloud accelerated again this quarter due to strong demand for our AI products and infrastructure. Revenue grew 63%, exceeding $20 billion for the first time." https://abc.xyz/investor/events/event-details/2026/2026-Q1-Earnings-Call-2026-nW8kCrBAKS/default.aspx "The next wave of AI... is significantly increasing the need for Intel’s CPUs and wafer and advanced packaging offerings." https://www.intc.com/news-events/press-releases/detail/1767/intel-reports-first-quarter-2026-financial-results "Q1 AI revenue of $8.4 billion grew 106% year-over-year, above our forecast, driven by robust demand for custom AI accelerators and AI networking." https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2026-financial "In Advantest’s business, demand for testers for AI-related high-performance semiconductors grew significantly." https://www.advantest.com/en/investors/financial-highlights/review/ "As AI becomes more agentic, demand for Arm AGI CPU, Arm's first data center chip, has exceeded expectations." https://investors.arm.com/static-files/344cbcfe-e28b-48ab-b272-c856e0756a91 Advanced Micro Devices, Inc. "We delivered an outstanding first quarter, driven by accelerating demand for AI infrastructure, with Data Center now the primary driver of our revenue and earnings growth." https://ir.amd.com/news-events/press-releases/detail/1284/amd-reports-first-quarter-2026-financial-results "AI Infrastructure orders taken from hyperscalers totaled $2.1 billion, reflecting a significant acceleration in growth." https://newsroom.cisco.com/c/r/newsroom/en/us/a/y2026/m02/cisco-reports-second-quarter-earnings.html "We delivered double-digit recurring revenue growth whilst improving our margins as we capitalise on robust customer demand for our AI, cloud and networking solutions." https://investor.equinix.com/news-events/press-releases/detail/1107/equinix-reports-first-quarter-results-and-raises-full-year Digital Realty Trust, Inc. "Digital Realty saw a further acceleration in data center demand... We are swiftly advancing hyperscale AI-oriented capacity in the U.S." https://investor.digitalrealty.com/news-releases/news-release-details/digital-realty-reports-first-quarter-2026-results "Our customers are racing to invest in AI compute — the factories powering the AI industrial revolution and their future growth." http://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2026 "The data center market continues to demonstrate robust momentum... Vertiv is further accelerating capacity expansion and strategic investments to be well positioned to meet this demand." https://investors.vertiv.com/news/news-details/2026/Vertiv-Reports-Strong-First-Quarter-with-Diluted-EPS-Growth-of-136-Adjusted-Diluted-EPS-Growth-of-83-Raises-Full-Year-Guidance/default.aspx "Free cash flow decreased... driven primarily by a year-over-year increase of $59.3 billion in purchases of property and equipment... This increase primarily reflects investments in artificial intelligence." https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-First-Quarter-Results/ "AI code generation is enabling us to build more software in less time with fewer people... AI code generation is making our SaaS application suites more competitive and more profitable." https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Fiscal-Year-2026-Third-Quarter-Financial-Results/default.aspx "Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year." https://news.microsoft.com/source/2026/04/29/microsoft-cloud-and-ai-strength-fuels-third-quarter-results/ International Business Machines Corporation "As clients scale use cases, AI continues to be a tailwind for our global business." https://newsroom.ibm.com/2026-04-22-IBM-RELEASES-FIRST-QUARTER-RESULTS Hewlett Packard Enterprise Company "Cloud & AI revenue was $6.3 billion... with 10.2% operating profit margin, compared to 8.4% from the prior-year period." https://investors.hpe.com/~/media/Files/H/HP-Enterprise-IR/documents/q1-2026/q1-2026-earnings-press-release.pdf "We had a strong start to the year... Cloud Revenue up 27% at constant currencies... We are growing faster than the market and are gaining share as customers expand across our Suite and with our AI solutions." https://www.sap.com/investors/en/financial-documents-and-events/recent-results.html "Marvell delivered record fiscal 2026 revenue of $8.195 billion, growing 42% year-over-year, driven by robust AI demand." https://investor.marvell.com/news-events/press-releases/detail/1011/marvell-technology-inc-reports-fourth-quarter-and-fiscal-year-2026-financial-results "We are pleased to announce another strong quarter with accelerating revenue and earnings growth... driven by... growing leadership in enterprise AI." https://investors.netapp.com/news/news-details/2026/NetApp-Reports-Third-Quarter-of-Fiscal-Year-2026-Results/default.aspx Seagate Technology Holdings plc "We believe Seagate is entering a new era of structural growth as AI applications amplify data creation and support sustained storage demand." https://investors.seagate.com/news/news-details/2026/Seagate-Technology-Reports-Fiscal-Third-Quarter-2026-Financial-Results/ "AI is driving expanded workloads and a broader user base, reinforcing the strength of Snowflake's overall business." https://investors.snowflake.com/financials/quarterly-results/default.aspx "Whether it's AI & digital natives... or a customer seeking an integrated offering for AI agents... customers are excited about the strength of the MongoDB platform." https://investors.mongodb.com/news-releases/news-release-details/mongodb-inc-announces-fourth-quarter-fiscal-2026-financial/ 