AI chip vendors' data center revenue tracker: Nvidia, AMD, TSMC and Intel, quarter by quarter

This tracker logs the latest reported numbers from the companies that design and make the chips the AI race runs on. Every figure below is dated and traced to a company release, a regulatory filing or a named news report. We update this page when a company reports, and it is the place to compare the quarters side by side. Last updated: November 4, 2026.

Nvidia

Quarter ended July 26, 2026, reported in late August 2026, per StorageNewsletter's account of the company's results:

• Total revenue: $96.2 billion, up 106% year over year and 18% from the prior quarter.
• Data center revenue: $89.0 billion, up 117% year over year and 18% sequentially.
• Gross margin: 75.0% on both a GAAP and non-GAAP basis.
• Next quarter outlook: revenue of $108.0 billion, plus or minus 2%, with gross margin of 74.0%, assuming no data center compute revenue from China.
• Jensen Huang, founder and CEO, said: "AI has reached its inflection point."
• Next report: Nvidia's newsroom says the conference call for its third quarter of fiscal 2027 is on Tuesday, November 17, at 2 p.m. Pacific.

The China assumption is worth noting. It means the guide does not depend on export licenses, and any China revenue would be upside to the stated range.

AMD

Quarter ended September 2026, released November 3, 2026:

• Revenue: $13.4 billion, up 45% year over year and 16% sequentially.
• Data center revenue: a record $8.5 billion, up 97%. CNBC reports that this was 64% of revenue, against 47% a year earlier.
• Margins and income: gross margin of 54% GAAP and 56% non-GAAP, with non-GAAP net income of $3.5 billion, or $2.09 per diluted share.
• Q4 outlook: about $17 billion, plus or minus 3%, with non-GAAP gross margin near 55%.
• Lisa Su, chair and CEO, told investors on the call, as quoted by CNBC: "Adoption is just starting, and we expect demand to grow sharply as agents are deployed more broadly." [[INLINE]]

Our full reading is in the Big Tech capex tracker, which shows the spending side of the same equation: the cloud companies' capital expenditure is these vendors' revenue.

TSMC

Quarter ended September 30, 2026, reported October 15, 2026, per its filing with the SEC:

• Revenue: NT$1,494.24 billion, or US$46.72 billion.
• Gross margin: 66.4%.
• Q4 guidance: US$52.3 billion to US$54.3 billion, with gross margin of 65% to 67%, at an exchange rate assumption of 1 US dollar to 31.8 NT dollars.
• Wendell Huang, senior vice president and CFO, said: "Our business in the third quarter was supported by strong demand for our leading-edge process technologies."

The filing we opened does not break out high performance computing as a share of revenue, so we do not state one here. Our earlier report, TSMC Q3 2026 revenue and the Q4 guide, covers the demand-above-supply commentary.

Intel

Quarter ended September 2026, as reported by Seoul Economic Daily on November 4, 2026:

• Data center revenue: up 78% year over year, with total revenue up 21%.
• Data center share of revenue: 44%, up from 30%, still below half.
• Q4 guidance: $15 billion to $16 billion, against a $17 billion average analyst estimate.
• Client computing revenue: down 5% to $8.1 billion.
• Stock: the newspaper says shares slumped 36% over five trading sessions; CNBC puts the decline at 29%. We have not reconciled the two figures.

We did not open an Intel release for this entry, so treat these as reported numbers until we add the primary document.

Why these four companies

Nvidia and AMD sell the accelerators that labs train and serve models on. TSMC manufactures the leading-edge chips for both, so its guidance is the supply side of the same demand. Intel is the incumbent server processor maker, and its numbers show whether a growing AI market lifts a supplier that lacks a leading accelerator. Together they bracket the hardware layer of the race. They do not cover memory makers, networking vendors or the cloud companies that buy the hardware, which we track separately.

How we update this page

We add a dated entry when a company reports and keep the previous quarter's numbers in the archive of this page's corrections. We use the company's own release or regulatory filing where we can open it, and we say so where we cannot. Estimates from analysts are labeled as such, and we never present a guidance range as a result. When two outlets disagree on a figure, as they do on Intel's share price move, we show both.

How to compare the results

Three things make comparisons treacherous. Fiscal calendars differ: Nvidia's quarter ends in late July, AMD's and Intel's in September, and TSMC's in September. Currencies differ for TSMC, which reports in New Taiwan dollars and converts at an assumed rate. And guidance, not the quarter just ended, is what moves expectations, so we list both each time.

Our take

Nvidia, AMD and Intel each grew data center revenue by 78% or more in the latest quarter, and Nvidia, AMD and TSMC guided higher. The exception is a reminder that a growing market does not lift every seller: Intel's guidance missed. The next entry on this page will be Nvidia on November 17, and the test is simple: does the result land inside the $108 billion, plus or minus 2%, range the company set itself?