NASDAQ-100 (NDX)

Cross-Company Taxonomy for CPUs — 5 Companies

CompanyQuarterProductProduct Revenue Segment
AMDQ2 FY2026Jun 27, 2026CPUs
Data Center
$6.72B58.2%↑ 107.3%
AMDQ2 FY2026Jun 27, 2026CPUs
Client
$3.06B26.5%↑ 22.5%
ARMQ1 FY2027Jun 30, 2026CPUs
Royalty
$715M55.5%↑ 22.2%
ARMQ1 FY2027Jun 30, 2026CPUs
License and Other
$574M44.5%↑ 22.6%
INTCQ2 FY2026Jun 27, 2026CPUs
CCPG
$8.88B41.1%↑ 12.8%
INTCQ2 FY2026Jun 27, 2026CPUs
DCAI
$6.26B29.0%↑ 59.0%
NVDAQ2 FY2027Jul 26, 2026CPUs
Data Center
$89.02B92.5%↑ 116.6%
QCOMQ3 FY2026Jun 28, 2026CPUs
IoT
$1.83B18.4%↑ 8.9%

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

Segment Growth: CPUs vs Related Products?

CPUs5 companies · $117.06B segment revenueLed by NVDA (76%) · Key Product at 3 of 5+90.7%
CompanyRevenue segmentQuarterSegment revenueShare% of companyGrowth
NVDAData CenterData CenterQ2 FY2027$89.02B76.0%92.5%+116.6%
INTCKey ProductCCPG, DCAICCPG, DCAIQ2 FY2026$15.14B12.9%70.1%+28.2%
AMDKey ProductData Center, ClientData Center, ClientQ2 FY2026$9.78B8.4%84.8%+70.4%
QCOMIoTIoTQ3 FY2026$1.83B1.6%18.4%+8.9%
ARMKey ProductRoyalty, License and OtherRoyalty, License and OtherQ1 FY2027$1.29B1.1%100.0%+22.4%
Data Processing Units4 companies · $104.74B segment revenueLed by NVDA (85%) · Key Product at 3 of 4+108.3%
CompanyRevenue segmentQuarterSegment revenueShare% of companyGrowth
NVDAData CenterData CenterQ2 FY2027$89.02B85.0%92.5%+116.6%
AMDKey ProductData CenterData CenterQ2 FY2026$6.72B6.4%58.2%+107.3%
INTCKey ProductDCAIDCAIQ2 FY2026$6.26B6.0%29.0%+59.0%
MRVLKey ProductCommunications and Other, Data CenterCommunications and Other, Data CenterQ2 FY2027$2.74B2.6%100.0%+36.5%
Network Adapters4 companies · $127.58B segment revenueLed by NVDA (70%) · Key Product at 2 of 4+108.0%
CompanyRevenue segmentQuarterSegment revenueShare% of companyGrowth
NVDAData CenterData CenterQ2 FY2027$89.02B69.8%92.5%+116.6%
AVGOAI SemiconductorAI SemiconductorQ3 FY2026$16.70B13.1%56.4%+221.0%
INTCKey ProductCCPG, DCAICCPG, DCAIQ2 FY2026$15.14B11.9%70.1%+28.2%
AMDKey ProductData CenterData CenterQ2 FY2026$6.72B5.3%58.2%+107.3%

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