Stock category · Compute — the silicon itself
The silicon everyone else is buying
The sellers of the thing the whole buildout is for. Nvidia's own edge mix moved from launch-heavy to competitor-heavy over two years — the category is getting contested, not just bigger.
AMD is one of 6 names here because it lives by the same constraint — compute. What follows is the category, not the company.
The names
Change shown is the 30-day move, not the day's.
What the category earns
Growth leads here, and it is the median across members rather than a total — a per-company growth rate does not care what currency the company reports in, so Samsung and Micron count equally. Revenue levels can only be added within one currency, so the totals below cover the members reporting in USD and say how many that is.
Years are labelled by the calendar year each company's fiscal year ends in. Those calendars do not line up — Nvidia's 2026 ended in January — and this does not pretend otherwise.
| FY ending | Median revenue growth | Revenue (USD) | Net income (USD) |
|---|---|---|---|
| 2022 | — | $119.9B 5 mem | $20.7B |
| 2023 | +2.0% 4 of 6 | $145.7B 6 mem | $20.7B |
| 2024 | +28.8% 6 of 6 | $197.2B 6 mem | $17.1B |
| 2025 | +29.1% 6 of 6 | $288.2B 6 mem | $99.4B |
| 2026 | +53.8% 2 of 6 | $224.1B 2 mem | $122.7B |