Compute Demand Calendar

Generated January 13, 2026 at 22:59 UTC

Total Signals 11
Companies 4
Filings 3
đź“… Expected Filings (Next 60 Days)
NVIDIA CORP
10-K estimated
Saturday, March 07, 2026 (In 7 weeks)
Quarter ending: 2026-01-31
Week of November 17, 2025
Wednesday, November 19
1 company • 2 signals
NVIDIA CORP
demand up chips 85%
"Additionally, since some of our products are part of a complex data center buildout, supply constraints or availability issues with respect to any one component have had and may have a broader revenue..."
demand up 70%
"This move is expected to strengthen our supply chain, add resiliency and redundancy, and meet the growing demand for AI infrastructure."
Week of November 03, 2025
Wednesday, November 05
1 company • 3 signals
ADVANCED MICRO DEVICES INC
demand up chips 85%
"The increase in net revenue was driven by an increase in Client and Gaming segment revenue, primarily driven by strong demand for our AMD Ryzen™ processors, semi-custom game console SoCs and Radeon™ g..."
demand up chips 85%
"The increase in both periods was primarily driven by strong demand for our 5th generation AMD EPYC™ processors and AMD Instinct™ MI350 Series GPUs."
demand up chips 85%
"The increase in both periods was primarily driven by higher semi-custom revenue and strong demand of our Radeon gaming GPUs."
Week of October 27, 2025
Wednesday, October 29
2 companies • 6 signals
EQUINIX INC
demand up capacity 85%
"Expansion Opportunities: To serve the needs of the growing hyperscale data center market, including the world's largest cloud service providers and increased demand driven in part by the adoption of A..."
demand down power 85%
"Although we are currently designing and building to a higher power specification than that of many of our older IBX data centers, and are considering redevelopment of certain sites where appropriate, ..."
demand up power 85%
"The growing demand for data centers and power in energy constrained areas exacerbate these risks."
+1 more signals
MICROSOFT CORP
demand up capacity 85%
"We continue to identify and evaluate opportunities to expand our datacenter locations and increase our server capacity to meet the evolving needs of our customers, particularly given the growing deman..."
demand up capacity 85%
"We continue to identify and evaluate opportunities to expand our datacenter locations and increase our server capacity to meet the evolving needs of our customers, particularly given the growing deman..."
Constraint Types
No constraint
Capacity
Power
Chips
Networking