NASDAQ-100 (NDX)S&P 100 (OEX)

Cross-Company Taxonomy for Autonomous Driving — 6 Companies

CompanyProductRevenue Segment
ARM
Q1 FY2027Jun 30, 2026
Autonomous Driving
Royalty
Products also in this segment: CPUs, GPUs +3 · Sign in to see all
$715M55.5%↑ 22.2%
ARM
Q1 FY2027Jun 30, 2026
Autonomous Driving
License and Other
Products also in this segment: CPUs, GPUs +3 · Sign in to see all
$574M44.5%↑ 22.6%
GOOGL · GOOG
Q2 FY2026Jun 30, 2026
Autonomous Driving
Other Bets
$382M0.3%↑ 2.4%
INTC
Q2 FY2026Jun 27, 2026
Autonomous Driving
All Other
Products also in this segment: Semiconductor Capital Equipment
$701M3.2%↓ 33.4%
NBIS
Q2 FY2026Jun 30, 2026
Autonomous Driving
Avride
$1M0.2%↑ 400.0%
QCOM
Q3 FY2026Jun 28, 2026
Autonomous Driving
Automotive
Products also in this segment: Cellular Modems, RF Front End Modules +1 · Sign in to see all
$1.59B16.0%↑ 61.4%
TSLA
Q2 FY2026Jun 30, 2026
Autonomous Driving
Automotive
Products also in this segment: Electric Vehicles, EV Charging +1 · Sign in to see all
$25.10B88.9%↑ 27.4%

Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric

Combined Segment Metrics: Autonomous Driving vs Related Products?

Autonomous Driving6 companies · $29.06B segment revenueLed by TSLA (86%)+25.4%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
TSLAAutomotiveAutomotiveQ2 FY2026$25.10B86.4%88.9%+27.4%
QCOMAutomotiveAutomotiveQ3 FY2026$1.59B5.5%16.0%+61.4%
ARMRoyalty
License and Other		Royalty
License and Other		Q1 FY2027$1.29B4.4%100.0%+22.4%
INTCAll OtherAll OtherQ2 FY2026$701M2.4%3.2%−33.4%
GOOGL · GOOGOther BetsOther BetsQ2 FY2026$382M1.3%0.3%+2.4%
NBISAvrideAvrideQ2 FY2026$1M0.0%0.2%+400.0%
AI Accelerators5 companies · $83.66B segment revenueLed by NVDA (58%)+ Add to results+92.0%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
NVDAHyperscaleHyperscaleQ2 FY2027$48.71B58.2%50.6%+101.5%
GOOGL · GOOGGoogle CloudGoogle CloudQ2 FY2026$24.77B29.6%20.7%+81.8%
AMDData CenterData CenterQ2 FY2026$6.72B8.0%58.2%+107.3%
MRVLData CenterData CenterQ2 FY2027$2.17B2.6%79.3%+45.7%
ARMRoyalty
License and Other		Royalty
License and Other		Q1 FY2027$1.29B1.5%100.0%+22.4%
CPUs5 companies · $117.06B segment revenueLed by NVDA (76%)+ Add to results+90.7%
CompanyRevenue SegmentQuarterSegment RevenueShare% of CompanyGrowth
NVDAData CenterData CenterQ2 FY2027$89.02B76.0%92.5%+116.6%
INTCCCPG
DCAI		CCPG
DCAI		Q2 FY2026$15.14B12.9%70.1%+28.2%
AMDData Center
Client		Data Center
Client		Q2 FY2026$9.78B8.4%84.8%+70.4%
QCOMIoTIoTQ3 FY2026$1.83B1.6%18.4%+8.9%
ARMRoyalty
License and Other		Royalty
License and Other		Q1 FY2027$1.29B1.1%100.0%+22.4%

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