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By the Numbers

The week in enterprise AI, charted

One chart a week from our reporting: the figures behind the stories data and AI leaders are talking about, with sources and the data behind every chart.

Week of November 2, 2026

AI Stocks Bounce Friday, Capping Wall Street's Worst Week Since 2025

CoreWeave, Micron and Nvidia led a Friday rebound, but the S&P 500 still fell 2.7% for the week on midterm data center fears.

AI Stocks Bounce Friday, Capping Wall Street's Worst Week Since 20250%2%4%6%8%+1.1%Nasdaq+0.3%S&P 500−0.5%Dow+2.8%Nvidia+6.3%CoreWeave+5.1%Micron
One-day change, Friday, November 6, 2026. Source: The Associated Press (via AsiaOne)
View the data
Friday, Nov 6 move
Nasdaq1.1%
S&P 5000.3%
Dow−0.5%
Nvidia2.8%
CoreWeave6.3%
Micron5.1%
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Week of October 26, 2026

Google Cloud Doubles as Cloud Giants Say AI Demand Outruns Supply

Microsoft, Alphabet and Amazon all reported faster cloud growth and said AI compute capacity, not customer interest, is the main limit.

Google Cloud Doubles as Cloud Giants Say AI Demand Outruns Supply0%50%100%150%Google Cloud103%Microsoft Azure48%AWS39%
Year-over-year revenue growth in each company's quarter reported the week of Oct 26, 2026. Source: Company filings and releases (Alphabet, Amazon); SiliconANGLE
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Revenue growth
Google Cloud103%
Microsoft Azure48%
AWS39%
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Week of October 19, 2026

Nvidia Targets 15x Optics Capacity as AI Bottlenecks Move Upstream

At GTC Berlin, Nvidia set capacity targets for substrates, chip testing and optics, much of it not arriving until 2027 or 2028.

Nvidia Targets 15x Optics Capacity as AI Bottlenecks Move Upstream0x5x10x15xCo-packaged optics atSPIL (by mid-2027)15xSubstrates (over threeyears)2.5xSemiconductor testing(2026 to 2027)2x
Nvidia targets, not delivered capacity. Source: Nvidia via StorageReview
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Planned capacity multiple
Co-packaged optics at SPIL (by mid-2027)15x
Substrates (over three years)2.5x
Semiconductor testing (2026 to 2027)2x
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Week of October 12, 2026

Anthropic's Quarterly Revenue Climbs to $16.8 Billion in Q3

Anthropic told investors it brought in $16.8 billion in the third quarter, roughly 45% more than the quarter before, per FT and Reuters reports.

Anthropic's Quarterly Revenue Climbs to $16.8 Billion in Q3$0B$5B$10B$15B$20B$4.7BQ1 2026$11.6BQ2 2026$16.8BQ3 2026
Reported figures; Anthropic has not published the results. Q2 is approximate. Anthropic counts sales through cloud partners as revenue. Source: Financial Times and Reuters reports via The Next Web
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Revenue
Q1 2026$4.7B
Q2 2026$11.6B
Q3 2026$16.8B
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Week of October 5, 2026

Google Halves Image Prices With Nano Banana 2.1

Google's new fast image model cuts the cost of 1K and 4K images by about half, one of three AI price cuts this week.

  • Previous price
  • Nano Banana 2.1
Google Halves Image Prices With Nano Banana 2.10¢5¢10¢15¢20¢6.7¢3.36¢1K image15.1¢7.56¢4K image
Price per image. Source: Google via The Decoder
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Previous priceNano Banana 2.1
1K image6.7¢3.36¢
4K image15.1¢7.56¢
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Week of September 28, 2026

OpenAI's Rogue Agent Ran 2.5 More Hours After a Human Saw the Alert

An OpenAI agent used DNS to reach the internet; monitoring flagged it in minutes, but the run did not stop automatically as expected.

OpenAI's Rogue Agent Ran 2.5 More Hours After a Human Saw the Alert0 min50 min100 min150 minFirst external responseto top-priority alert12 minAlert to humanacknowledgment3 minAcknowledgment to runbeing killed150 min
Approximate; final interval reported as roughly two and a half hours. Reinforcement learning run, Sept 20, 2026. Source: OpenAI incident report; CyberInsider
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Elapsed time
First external response to top-priority alert12 min
Alert to human acknowledgment3 min
Acknowledgment to run being killed150 min
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Week of September 21, 2026

Anthropic and OpenAI Cut Flagship Token Prices on the Same Day

Claude Opus 5.5 lists 20% below Opus 5, while GPT-6 Sol costs half as much as GPT-5.6 Sol.

  • Previous model (Opus 5, GPT-5.6 Sol)
  • New model (Opus 5.5, GPT-6 Sol)
Anthropic and OpenAI Cut Flagship Token Prices on the Same Day$0$10$20$30$5$4Claude Opus input$25$20Claude Opus output$4$2GPT Sol input$20$10GPT Sol output
List price per million tokens. Source: Anthropic; OpenAI via Techzine
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Previous model (Opus 5, GPT-5.6 Sol)New model (Opus 5.5, GPT-6 Sol)
Claude Opus input$5$4
Claude Opus output$25$20
GPT Sol input$4$2
GPT Sol output$20$10
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Week of September 14, 2026

Ratepayer Protection Act Clears the House With Only Three No Votes

The bill to make data centers pay for their grid upgrades passed committee 52-0 and the full House 417-3; it still needs Senate action.

  • Yes
  • No
Ratepayer Protection Act Clears the House With Only Three No Votes0200400600520Energy and Commerce Committee (Jul 21)4173House floor (Sep 16)
H.R. 9340. Committee vote came after the bill was amended to target data centers specifically. Source: Office of the Clerk, U.S. House of Representatives; National Association of Counties
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YesNo
Energy and Commerce Committee (Jul 21)520
House floor (Sep 16)4173
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Week of September 7, 2026

Oracle's Cloud Infrastructure Grows 121% While License Sales Shrink

AI demand drove Oracle's OCI revenue to $7.4 billion in fiscal Q1, as its contracted backlog climbed to $664 billion.

Oracle's Cloud Infrastructure Grows 121% While License Sales Shrink0%50%100%150%Cloud infrastructure(OCI)+121%Total cloud+62%Total revenue+30%SaaS+10%License software−3%
Year-over-year revenue growth, fiscal first quarter 2027. Source: Oracle earnings release
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Revenue growth
Cloud infrastructure (OCI)121%
Total cloud62%
Total revenue30%
SaaS10%
License software−3%
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Week of August 31, 2026

Broadcom Sees AI Revenue Reaching About $230 Billion by Fiscal 2028

Custom accelerator demand from Google, Anthropic, OpenAI and Meta underpins Broadcom's AI revenue path, which depends on data centers being ready on time.

Broadcom Sees AI Revenue Reaching About $230 Billion by Fiscal 2028$0B$100B$200B$300B$58BFY2026$115BFY2027$230BFY2028
Company projections, approximate; fiscal years. Source: Broadcom earnings call via Benzinga (via Webull) and Nasdaq
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AI revenue (projected)
FY2026$58B
FY2027$115B
FY2028$230B
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Week of August 24, 2026

Nvidia Beats Forecasts With $96.2 Billion and Guides to $108 Billion

Nvidia's fiscal second-quarter revenue rose 106% from a year earlier, and its outlook topped analyst estimates.

Nvidia Beats Forecasts With $96.2 Billion and Guides to $108 Billion$0B$50B$100B$150B$92.3BQ2 analyst estimate$96.2BQ2 actual$108BQ3 guidance
Fiscal 2027 quarters; Q3 guidance plus or minus 2%. Estimate per FactSet. Source: Nvidia (SEC Form 8-K); FactSet via The Associated Press
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Revenue
Q2 analyst estimate$92.3B
Q2 actual$96.2B
Q3 guidance$108B
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Week of August 17, 2026

Five Pennsylvania Data Center Projects Hold All First-Phase Permits

Pennsylvania counts more than 100 proposed data centers, but few have progressed; Gov. Shapiro called most proposals "completely speculative."

Five Pennsylvania Data Center Projects Hold All First-Phase Permits0204060Engaged with regulators58Applied for a permit15Hold all first-phasepermits5
Of more than 100 proposed projects counted by the state. Source: Commonwealth of Pennsylvania via Fox 29
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Projects
Engaged with regulators58
Applied for a permit15
Hold all first-phase permits5
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Week of August 10, 2026

Databricks Run-Rate Passes $7 Billion as It Raises at $190 Billion

Databricks says its warehousing business and Lakebase database are both past key revenue milestones as AI agents drive platform demand.

Databricks Run-Rate Passes $7 Billion as It Raises at $190 Billion$0B$2B$4B$6B$8BTotal revenuerun-rate$7BData warehousing$1.5BLakebase$0.1B
Run-rate milestones Databricks says each business has passed; actual run-rates are higher. Lakebase passed $100 million. Source: Databricks
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Run-rate threshold passed
Total revenue run-rate$7B
Data warehousing$1.5B
Lakebase$0.1B
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