Chip design

the default AI chip

$89.0B data centre revenue in the quarter to July 2026 (fiscal Q2 2027), out of $96.2B total

Is designing its own AI chip with Broadcom, to run beside its Nvidia and AMD systems.

About $13B revenue in 2025, against about $34B of costs (reported)

its own AI chips

25% of AI chip supply (Epoch AI)

its own AI chips

5% of AI chip supply (Epoch AI)

designs custom chips for the big clouds

AI chip revenue $16.7B in a quarter, up 221%

Makes fast inference chips for running models, built around its own LPU design.

$3.5B in a 2026 round that followed its Nvidia licensing deal

Makes very large single-chip AI systems built for fast answers from models.

$510M in 2025, with $87.9M net income

Designs custom AI chips for large cloud customers, and the optical chips that link data centres.

$2.006B in the quarter to July 2026 (fiscal Q2 2026), up 58%

Licenses the processor designs (CPU cores) that most of the world's chips are built on, and earns royalties on each chip sold.

$4.92B for the year to March 2026, a record

Sells chip-design software and design blocks used to build AI and other chips.

$1.58B in the quarter to June 2026, up 24.2%. Full-year 2026 guidance about $6.3B

Sells the software that engineers use to design and check AI chips, plus the chip building blocks they reuse.

$2.477B in the quarter to July 2026 (fiscal Q3 2026), up from $1.740B a year earlier. Full-year guidance about $9.7B

the main GPU rival

Deal to supply up to 6 GW of chips to OpenAI from late 2026

Designs AI chips and systems for running large models for companies and governments.

About $11B after a round of about $1B (July 2026)

Designs chips built only for running transformer models, the design behind most current AI.

$500M Series B round in January 2026

Designs AI chips and open source chip designs, led by chip designer Jim Keller.