BlockBeats news: On July 30, as major tech companies release their earnings reports, Microsoft and Meta disclosed their results overnight. Apple and Amazon’s earnings will be released tomorrow night, while NVIDIA’s highly anticipated report is not due until August 26. Demand for AI chips, data center revenue, gross margins, and future guidance will validate the health of cloud computing, AI capital expenditures, advertising, and consumer electronics.
In addition to earnings reports, several major conferences warrant attention. The Future Memory & Storage Conference on August 4 will feature key participants including Samsung, SK Hynix, Micron, and NVIDIA, making it highly significant for the storage industry supply chain. The Hot Chips 2026 conference, taking place from August 23 to 25, is the premier technical event for chip architecture and AI hardware. NVIDIA’s Vera CPU, HBM architecture, advanced packaging solutions, and next-generation processors from multiple companies will be unveiled, potentially shaping expectations for the CPU, GPU, HBM, and packaging supply chains.
