Nvidia (NASDAQ: NVDA) reported a 69% year-over-year revenue growth in its fiscal Q1 2026, reaching $44.1 billion. Data center revenue surged by 73% to $39.1 billion, marking an 800% increase from Q1 of fiscal 2024.
Advanced Micro Devices (NASDAQ: AMD) saw a 36% increase in revenue, totaling $7.4 billion, while its data center revenue rose by 57% to $3.7 billion. Taiwan Semiconductor Manufacturing (NYSE: TSM) experienced a 35% revenue growth, reaching $25.5 billion in Q1, primarily driven by AI infrastructure demand.
Palantir Technologies (NASDAQ: PLTR) grew revenue by 39% to $883.9 million in Q1, with U.S. government revenue climbing 45% to $373 million. SoundHound AI (NASDAQ: SOUN) reported a 151% revenue increase to $29.1 million, benefiting from partnerships in the automotive sector and its recent launch of AI-powered agents.
