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.
View the data
| Friday, Nov 6 move | |
|---|---|
| Nasdaq | 1.1% |
| S&P 500 | 0.3% |
| Dow | −0.5% |
| Nvidia | 2.8% |
| CoreWeave | 6.3% |
| Micron | 5.1% |
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.
View the data
| Revenue growth | |
|---|---|
| Google Cloud | 103% |
| Microsoft Azure | 48% |
| AWS | 39% |
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.
View the data
| Planned capacity multiple | |
|---|---|
| Co-packaged optics at SPIL (by mid-2027) | 15x |
| Substrates (over three years) | 2.5x |
| Semiconductor testing (2026 to 2027) | 2x |
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.
View the data
| Revenue | |
|---|---|
| Q1 2026 | $4.7B |
| Q2 2026 | $11.6B |
| Q3 2026 | $16.8B |
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
View the data
| Previous price | Nano Banana 2.1 | |
|---|---|---|
| 1K image | 6.7¢ | 3.36¢ |
| 4K image | 15.1¢ | 7.56¢ |
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.
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| Elapsed time | |
|---|---|
| First external response to top-priority alert | 12 min |
| Alert to human acknowledgment | 3 min |
| Acknowledgment to run being killed | 150 min |
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)
View the data
| 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 |
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
View the data
| Yes | No | |
|---|---|---|
| Energy and Commerce Committee (Jul 21) | 52 | 0 |
| House floor (Sep 16) | 417 | 3 |
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.
View the data
| Revenue growth | |
|---|---|
| Cloud infrastructure (OCI) | 121% |
| Total cloud | 62% |
| Total revenue | 30% |
| SaaS | 10% |
| License software | −3% |
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.
View the data
| AI revenue (projected) | |
|---|---|
| FY2026 | $58B |
| FY2027 | $115B |
| FY2028 | $230B |
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.
View the data
| Revenue | |
|---|---|
| Q2 analyst estimate | $92.3B |
| Q2 actual | $96.2B |
| Q3 guidance | $108B |
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."
View the data
| Projects | |
|---|---|
| Engaged with regulators | 58 |
| Applied for a permit | 15 |
| Hold all first-phase permits | 5 |
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.
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| Run-rate threshold passed | |
|---|---|
| Total revenue run-rate | $7B |
| Data warehousing | $1.5B |
| Lakebase | $0.1B |
Week of August 3, 2026
AI Is the Most Cited Reason for US Job Cuts Announced So Far in 2026
Employers attributed 112,713 announced job cuts to AI through July, more than any other reason, including market conditions, closings and restructuring, according to Challenger.
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| Announced US job cuts, Jan-Jul 2026 | |
|---|---|
| Artificial intelligence | 112,713 |
| Market/economic conditions | 90,075 |
| Closing | 84,630 |
| Restructuring | 57,476 |
| Contract loss | 40,758 |
Week of July 27, 2026
Microsoft's Azure Beat Expectations and Guided Higher Still
Azure grew 43% in Microsoft's June quarter, above the roughly 40% analysts expected, and Microsoft guided to 45% growth for the September quarter.
View the data
| Azure revenue growth, year over year | |
|---|---|
| Analyst consensus | 39.98% |
| Actual, fiscal Q4 2026 | 43% |
| Guidance, fiscal Q1 2027 | 45% |
Week of July 20, 2026
Federal Agencies Are Deploying AI Agents Faster Than They Can Secure Them
Booz Allen's survey of federal IT and cyber leaders shows adoption of agentic AI far outrunning confidence in securing it or defending against AI-enabled attacks.
View the data
| Share of respondents | |
|---|---|
| Very or extremely concerned about AI-accelerated attacks | 79% |
| Deployed or piloting agentic AI | 58% |
| Say cyber capabilities can keep pace | 36% |
| Fully or substantially prepared for AI cyber defense | 31% |
| Highly confident in secure agent implementation | 28% |
Week of July 13, 2026
ASML Expects AI-Driven Memory Sales to Grow More Than 75% in 2026
Chipmakers racing to add AI capacity are lifting ASML's 2026 outlook, with memory makers expanding fastest as DRAM and HBM shortages push prices higher.
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| Expected 2026 growth (at least) | |
|---|---|
| Memory-related system sales | >75% |
| EUV system sales | >45% |
| Advanced logic foundry system sales | >25% |
Week of July 6, 2026
Samsung's Quarterly Operating Profit Soars on AI Memory Demand
Samsung's preliminary second-quarter operating profit reached about 89.4 trillion won, up from 4.7 trillion won a year earlier, as AI data centers drove memory prices higher.
View the data
| Operating profit | |
|---|---|
| Q2 2025 | ₩4.7T |
| Q1 2026 | ₩57.2T |
| Q2 2026 | ₩89.4T |
Week of June 29, 2026
Five Supercomputers Now Top One Exaflop, Led by China's LineShine
The June 2026 TOP500 list counts five systems above one exaflop on the HPL benchmark, with a CPU-only Chinese machine taking first place.
View the data
| HPL performance | |
|---|---|
| LineShine (China) | 2.2 EF |
| El Capitan (US) | 1.81 EF |
| Frontier (US) | 1.35 EF |
| Aurora (US) | 1.01 EF |
| JUPITER Booster (Germany) | 1 EF |
Week of June 22, 2026
Micron's Quarterly Revenue Jumped From $9.3 Billion to a $50 Billion Forecast
AI memory demand lifted Micron's revenue to a record $41.46 billion in fiscal Q3 2026, and the company guided to about $50 billion for the next quarter.
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| Micron revenue | |
|---|---|
| FQ3 2025 | $9.3B |
| FQ2 2026 | $23.86B |
| FQ3 2026 | $41.46B |
| FQ4 2026 (guidance) | $50B |
Week of June 15, 2026
Accenture Q3: Managed Services Grow While Consulting and Bookings Stall
Local-currency growth in Accenture's fiscal third quarter shows managed services outpacing consulting, while new bookings fell from a year earlier.
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| Year-over-year change, local currency | |
|---|---|
| Managed services revenue | 5% |
| Total revenue | 3% |
| Consulting revenue | 1% |
| New bookings | −3% |